Selective Wealth Management, Inc. Salesforce, Inc. Transaction History

Selective Wealth Management, Inc.

$223 Million
Q2 2024

A detailed history of Selective Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 27,324 shares of CRM stock, worth $7.29 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

27,324

Previous 28,692 4.77%

Holding current value

$7.29 Million

Previous $8.64 Million 18.7%

% of portfolio

3.14%

Previous 3.7%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$218.01 - $304.74 $298,237 - $416,884	-1,368 Reduced 4.77%	27,324 $7.03 Million
Q1 2024 Apr 11, 2024	SELL	$251.12 - $316.88 $234,294 - $295,649	-933 Reduced 3.15%	28,692 $8.64 Million
Q4 2023 Jan 05, 2024	SELL	$196.25 - $267.25 $487,877 - $664,383	-2,486 Reduced 7.74%	29,625 $7.8 Million
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $489,215 - $566,237	-2,416 Reduced 7.0%	32,111 $6.51 Million
Q2 2023 Jul 11, 2023	SELL	$188.89 - $223.38 $513,214 - $606,923	-2,717 Reduced 7.3%	34,527 $7.29 Million
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $1.12 Million - $1.45 Million	-8,749 Reduced 19.02%	37,244 $0
Q3 2022 Oct 21, 2022	SELL	$143.84 - $191.27 $163,114 - $216,900	-1,134 Reduced 2.41%	45,993 $6.62 Million
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $2.54 Million - $3.57 Million	16,315 Added 52.95%	47,127 $7.78 Million
Q1 2022 Apr 20, 2022	BUY	$190.54 - $255.46 $218,358 - $292,757	1,146 Added 3.86%	30,812 $6.54 Million
Q4 2021 Jan 18, 2022	BUY	$247.21 - $309.96 $497,880 - $624,259	2,014 Added 7.28%	29,666 $7.54 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $6.52 Million - $7.84 Million	27,435 Added 12642.86%	27,652 $7.5 Million
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $2,947 - $3,447	14 Added 6.9%	217 $53,000
Q1 2021 Apr 09, 2021	SELL	$205.33 - $248.59 $61,599 - $74,577	-300 Reduced 59.64%	203 $43,000
Q4 2020 Jan 22, 2021	BUY	$220.15 - $267.07 $33,242 - $40,327	151 Added 42.9%	503 $112,000
Q3 2020 Oct 21, 2020	SELL	$185.51 - $281.25 $8,718 - $13,218	-47 Reduced 11.78%	352 $88,000
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $40,218 - $57,495	300 Added 303.03%	399 $75,000
Q3 2019 Oct 29, 2019	BUY	$139.72 - $159.97 $13,832 - $15,837	99 New	99 $15,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Selective Wealth Management, Inc. Salesforce, Inc. Transaction History