Summit Wealth & Retirement Planning, Inc. Salesforce, Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$134.8 - $199.78 $155,963 - $231,145	-1,157 Reduced 38.46%	1,851 $369,000
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $25,642 - $33,054	-200 Reduced 6.23%	3,008 $399,000
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $8,558 - $12,036	-55 Reduced 1.69%	3,208 $529,000
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $25,722 - $34,487	-135 Reduced 3.97%	3,263 $693,000
Q4 2021 Feb 03, 2022	SELL	$247.21 - $309.96 $53,891 - $67,571	-218 Reduced 6.03%	3,398 $864,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $18,528 - $22,279	78 Added 2.2%	3,616 $981,000
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $34,739 - $40,632	-165 Reduced 4.46%	3,538 $864,000
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $11,293 - $13,672	-55 Reduced 1.46%	3,703 $785,000
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $5,503 - $6,676	25 Added 0.67%	3,758 $836,000
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $8,347 - $12,656	-45 Reduced 1.19%	3,733 $938,000
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $30,833 - $44,079	-230 Reduced 5.74%	3,778 $708,000
Q1 2020 May 11, 2020	SELL	$124.3 - $193.36 $9,322 - $14,502	-75 Reduced 1.84%	4,008 $577,000
Q4 2019 Feb 10, 2020	SELL	$142.33 - $164.98 $14,802 - $17,157	-104 Reduced 2.48%	4,083 $664,000
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $585,007 - $669,794	4,187 New	4,187 $622,000

2,947

728M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $330B
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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