Steel Peak Wealth Management LLC Salesforce, Inc. Transaction History

Steel Peak Wealth Management LLC

$1.98 Billion
Q1 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 91,171 shares of CRM stock, worth $23.4 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

91,171

Previous 94,409 3.43%

Holding current value

$23.4 Million

Previous $24.8 Million 10.53%

% of portfolio

1.39%

Previous 1.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $813,126 - $1.03 Million	-3,238 Reduced 3.43%	91,171 $27.5 Million
Q4 2023 Jan 23, 2024	SELL	$196.25 - $267.25 $3.98 Million - $5.42 Million	-20,293 Reduced 17.69%	94,409 $24.8 Million
Q3 2023 Nov 02, 2023	SELL	$202.49 - $234.37 $56,292 - $65,154	-278 Reduced 0.24%	114,702 $23.3 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $1.6 Million - $1.9 Million	-8,496 Reduced 6.88%	114,980 $24.3 Million
Q1 2023 May 05, 2023	SELL	$134.8 - $199.78 $169,443 - $251,123	-1,257 Reduced 1.01%	123,476 $24.7 Million

Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $122,825 - $158,328	-958 Reduced 0.76%	124,733 $0
Q3 2022 Oct 26, 2022	BUY	$143.84 - $191.27 $236,472 - $314,447	1,644 Added 1.33%	125,691 $18.1 Million
Q2 2022 Aug 02, 2022	BUY	$155.6 - $218.85 $15.4 Million - $21.6 Million	98,895 Added 393.19%	124,047 $20.5 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $952,890 - $1.28 Million	5,001 Added 24.82%	25,152 $5.34 Million
Q4 2021 Jan 31, 2022	SELL	$247.21 - $309.96 $500,600 - $627,669	-2,025 Reduced 9.13%	20,151 $5.12 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $160,583 - $193,085	676 Added 3.14%	22,176 $6.02 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $130,324 - $152,434	619 Added 2.96%	21,500 $5.25 Million
Q1 2021 May 18, 2021	SELL	$205.33 - $248.59 $196,706 - $238,149	-958 Reduced 4.39%	20,881 $4.42 Million
Q4 2020 Feb 04, 2021	SELL	$220.15 - $267.07 $2.72 Million - $3.3 Million	-12,373 Reduced 36.17%	21,839 $4.86 Million
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $4.65 Million - $7.05 Million	25,075 Added 274.43%	34,212 $8.6 Million
Q2 2020 Jul 21, 2020	SELL	$134.06 - $191.65 $67,700 - $96,783	-505 Reduced 5.24%	9,137 $1.71 Million
Q1 2020 Apr 16, 2020	SELL	$124.3 - $193.36 $113,361 - $176,344	-912 Reduced 8.64%	9,642 $1.39 Million
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $1.5 Million - $1.74 Million	10,554 New	10,554 $1.72 Million

Others Institutions Holding CRM

# of Institutions

2,995

Shares Held

737M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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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Steel Peak Wealth Management LLC Salesforce, Inc. Transaction History