Sheets Smith Wealth Management Salesforce, Inc. Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,321 shares of CRM stock, worth $325,124. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,321

Previous 3,351 60.58%

Holding current value

$325,124

Previous $1.01 Million 66.4%

% of portfolio

0.04%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $442,560 - $618,622	-2,030 Reduced 60.58%	1,321 $339,000
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $218,725 - $276,002	871 Added 35.12%	3,351 $1.01 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $83,798 - $114,115	427 Added 20.8%	2,480 $652,000
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $415,711 - $481,161	2,053 New	2,053 $416,000
Q1 2022 May 02, 2022	SELL	$190.54 - $255.46 $157,386 - $211,009	-826 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $204,195 - $256,026	826 New	826 $210,000
Q4 2020 Jan 13, 2021	SELL	$220.15 - $267.07 $290,818 - $352,799	-1,321 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $245,058 - $371,531	1,321 New	1,321 $332,000
Q2 2020 Jul 17, 2020	SELL	$134.06 - $191.65 $846,454 - $1.21 Million	-6,314 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$124.3 - $193.36 $12,430 - $19,336	100 Added 1.61%	6,314 $909,000
Q4 2019 Jan 24, 2020	SELL	$142.33 - $164.98 $514,238 - $596,072	-3,613 Reduced 36.77%	6,214 $1.01 Million
Q3 2019 Oct 28, 2019	SELL	$139.72 - $159.97 $615,606 - $704,827	-4,406 Reduced 30.96%	9,827 $1.46 Million
Q2 2019 Jul 12, 2019	BUY	$145.1 - $165.96 $412,519 - $471,824	2,843 Added 24.96%	14,233 $2.16 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $1.13 Million - $1.45 Million	8,685 Added 321.07%	11,390 $1.8 Million
Q4 2018 Jan 11, 2019	SELL	$120.67 - $159.86 $424,637 - $562,547	-3,519 Reduced 56.54%	2,705 $371,000
Q3 2018 Oct 15, 2018	BUY	$137.15 - $160.43 $18,515 - $21,658	135 Added 2.22%	6,224 $990,000
Q2 2018 Jul 26, 2018	BUY	$115.3 - $139.8 $14,297 - $17,335	124 Added 2.08%	6,089 $831,000
Q1 2018 Apr 09, 2018	SELL	$104.03 - $127.99 $17,893 - $22,014	-172 Reduced 2.8%	5,965 $694,000
Q4 2017 Jan 12, 2018	BUY	$93.94 - $108.8 $10,521 - $12,185	112 Added 1.86%	6,137 $627,000
Q3 2017 Oct 12, 2017	BUY	$87.63 - $97.71 $527,970 - $588,702	6,025	6,025 $563,000

Others Institutions Holding CRM

# of Institutions

2,895

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 $246B
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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Salesforce, Inc. Transaction History