Slate Stone Wealth, LLC Salesforce, Inc. Transaction History

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

A detailed history of Slate Stone Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 1,653 shares of CRM stock, worth $565,359. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,653

Previous 1,673 1.2%

Holding current value

$565,359

Previous $430,000 5.12%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$238.42 - $276.53 $4,768 - $5,530	-20 Reduced 1.2%	1,653 $452,000
Q2 2024 Jul 25, 2024	BUY	$218.01 - $304.74 $33,791 - $47,234	155 Added 10.21%	1,673 $430,000
Q1 2024 Apr 26, 2024	SELL	$251.12 - $316.88 $29,129 - $36,758	-116 Reduced 7.1%	1,518 $457,000
Q3 2023 Oct 12, 2023	SELL	$202.49 - $234.37 $4,049 - $4,687	-20 Reduced 1.21%	1,634 $331,000
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $312,424 - $369,470	1,654 New	1,654 $349,000
Q1 2023 Aug 08, 2023	BUY	$134.8 - $199.78 $13,749 - $20,377	102 Added 6.17%	1,756 $351,000
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $199,304 - $267,211	-1,046 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $18,787 - $23,556	76 Added 7.84%	1,046 $266,000
Q3 2021 Oct 28, 2021	SELL	$237.55 - $285.63 $18,528 - $22,279	-78 Reduced 7.44%	970 $263,000
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $220,645 - $258,080	1,048 New	1,048 $256,000
Q1 2021 Apr 19, 2021	SELL	$205.33 - $248.59 $223,809 - $270,963	-1,090 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$220.15 - $267.07 $1.27 Million - $1.55 Million	-5,788 Reduced 84.15%	1,090 $243,000
Q3 2020 Oct 27, 2020	BUY	$185.51 - $281.25 $977,637 - $1.48 Million	5,270 Added 327.74%	6,878 $1.73 Million
Q2 2020 Jul 29, 2020	BUY	$134.06 - $191.65 $215,568 - $308,173	1,608 New	1,608 $301,000
Q3 2019 Nov 05, 2019	SELL	$139.72 - $159.97 $2.45 Million - $2.8 Million	-17,510 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $962,013 - $1.1 Million	6,630 Added 60.94%	17,510 $2.66 Million
Q1 2019 May 06, 2019	BUY	$130.4 - $166.95 $1.42 Million - $1.82 Million	10,880 New	10,880 $1.72 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 $342B
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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Slate Stone Wealth, LLC Salesforce, Inc. Transaction History