Texas Capital Bank Wealth Management Services Inc Salesforce, Inc. Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $76,089 - $96,014	-303 Reduced 26.51%	840 $252,000
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $17,662 - $24,052	90 Added 8.55%	1,143 $300,000
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $46,775 - $54,139	-231 Reduced 17.99%	1,053 $213,000
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $16,433 - $19,434	-87 Reduced 6.35%	1,284 $271,000
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $184,810 - $273,898	1,371 New	1,371 $273,000
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $28,786 - $40,487	-185 Reduced 11.92%	1,367 $226,000
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $66,307 - $88,900	348 Added 28.9%	1,552 $330,000
Q4 2021 Feb 07, 2022	BUY	$247.21 - $309.96 $11,618 - $14,568	47 Added 4.06%	1,204 $306,000
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $61,763 - $74,263	260 Added 28.99%	1,157 $314,000
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $188,854 - $220,895	897 New	897 $219,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.5 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.7 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.32 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.76 Billion
0.45% of portfolio

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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