Signature Wealth Management Group Salesforce, Inc. Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

A detailed history of Signature Wealth Management Group transactions in Salesforce, Inc. stock. As of the latest transaction made, Signature Wealth Management Group holds 6,760 shares of CRM stock, worth $2.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

6,760

Previous 6,012 12.44%

Holding current value

$2.2 Million

Previous $1.55 Million 19.74%

% of portfolio

0.76%

Previous 0.69%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $178,338 - $206,844	748 Added 12.44%	6,760 $1.85 Million
Q2 2024 Jul 15, 2024	BUY	$218.01 - $304.74 $358,190 - $500,687	1,643 Added 37.61%	6,012 $1.55 Million
Q1 2024 Apr 22, 2024	BUY	$251.12 - $316.88 $70,062 - $88,409	279 Added 6.82%	4,369 $1.32 Million
Q4 2023 Jan 09, 2024	SELL	$196.25 - $267.25 $456,477 - $621,623	-2,326 Reduced 36.25%	4,090 $1.08 Million
Q2 2023 Jul 10, 2023	SELL	$188.89 - $223.38 $94,633 - $111,913	-501 Reduced 7.24%	6,416 $1.36 Million
Q1 2023 Apr 14, 2023	BUY	$134.8 - $199.78 $32,621 - $48,346	242 Added 3.63%	6,917 $1.38 Million
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $498,352 - $642,404	-3,887 Reduced 36.8%	6,675 $0
Q3 2022 Nov 02, 2022	SELL	$143.84 - $191.27 $96,372 - $128,150	-670 Reduced 5.97%	10,562 $1.52 Million
Q2 2022 Jul 14, 2022	BUY	$155.6 - $218.85 $63,640 - $89,509	409 Added 3.78%	11,232 $1.85 Million
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $606,298 - $812,873	3,182 Added 41.64%	10,823 $2.3 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $214,083 - $268,425	866 Added 12.78%	7,641 $1.94 Million
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $181,725 - $218,506	765 Added 12.73%	6,775 $1.84 Million
Q2 2021 Jul 16, 2021	BUY	$210.54 - $246.26 $172,221 - $201,440	818 Added 15.76%	6,010 $1.47 Million
Q1 2021 Apr 15, 2021	BUY	$205.33 - $248.59 $87,881 - $106,396	428 Added 8.98%	5,192 $1.1 Million
Q4 2020 Jan 15, 2021	BUY	$220.15 - $267.07 $1.05 Million - $1.27 Million	4,764 New	4,764 $1.06 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $326B
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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Signature Wealth Management Group Salesforce, Inc. Transaction History