Tradewinds Capital Management, LLC Salesforce, Inc. Transaction History

Tradewinds Capital Management, LLC

$338 Million
Q2 2024

A detailed history of Tradewinds Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 182 shares of CRM stock, worth $50,328. This represents 0.01% of its overall portfolio holdings.

Number of Shares

182

Previous 179 1.68%

Holding current value

$50,328

Previous $53,000 13.21%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $654 - $914	3 Added 1.68%	182 $46,000
Q1 2024 Apr 18, 2024	BUY	$251.12 - $316.88 $1,255 - $1,584	5 Added 2.87%	179 $53,000
Q4 2023 Jan 31, 2024	BUY	$196.25 - $267.25 $981 - $1,336	5 Added 2.96%	174 $45,000
Q1 2023 Apr 10, 2023	SELL	$134.8 - $199.78 $10,110 - $14,983	-75 Reduced 30.74%	169 $33,000
Q4 2022 Jan 20, 2023	BUY	$128.21 - $165.27 $9,615 - $12,395	75 Added 44.38%	244 $0
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $143 - $191	-1 Reduced 0.59%	169 $24,000
Q2 2022 Jul 21, 2022	SELL	$155.6 - $218.85 $250,982 - $353,005	-1,613 Reduced 90.47%	170 $28,000
Q1 2022 Apr 25, 2022	SELL	$190.54 - $255.46 $25,532 - $34,231	-134 Reduced 6.99%	1,783 $379,000
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $24,721 - $30,995	100 Added 5.5%	1,917 $487,000
Q2 2021 Jul 30, 2021	SELL	$210.54 - $246.26 $12,632 - $14,775	-60 Reduced 3.2%	1,817 $444,000
Q1 2021 Apr 23, 2021	SELL	$205.33 - $248.59 $201,839 - $244,363	-983 Reduced 34.37%	1,877 $398,000
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $11,667 - $14,154	53 Added 1.89%	2,860 $636,000
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $1,669 - $2,531	9 Added 0.32%	2,807 $705,000
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $26,141 - $37,371	195 Added 7.49%	2,798 $524,000
Q1 2020 May 11, 2020	BUY	$124.3 - $193.36 $266,374 - $414,370	2,143 Added 465.87%	2,603 $375,000
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $24,623 - $28,541	173 Added 60.28%	460 $75,000
Q3 2019 Oct 17, 2019	BUY	$139.72 - $159.97 $38,003 - $43,511	272 Added 1813.33%	287 $43,000
Q3 2017 Nov 03, 2017	BUY	$87.63 - $97.71 $1,314 - $1,465	15	15 $1,000

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $277B
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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Tradewinds Capital Management, LLC Salesforce, Inc. Transaction History