Trinity Point Wealth, LLC Salesforce, Inc. Transaction History

Trinity Point Wealth, LLC

$629 Million
Q2 2024

A detailed history of Trinity Point Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 7,510 shares of CRM stock, worth $2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,510

Previous 7,975 5.83%

Holding current value

$2 Million

Previous $2.4 Million 19.62%

% of portfolio

0.31%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $101,374 - $141,704	-465 Reduced 5.83%	7,510 $1.93 Million
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $15,318 - $19,329	-61 Reduced 0.76%	7,975 $2.4 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $26,101 - $35,544	133 Added 1.68%	8,036 $2.11 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $127,163 - $147,184	-628 Reduced 7.36%	7,903 $1.6 Million
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $3,022 - $3,574	-16 Reduced 0.19%	8,531 $1.8 Million
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $81,284 - $120,467	603 Added 7.59%	8,547 $1.71 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $249,112 - $321,119	-1,943 Reduced 19.65%	7,944 $1.05 Million
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $177,354 - $235,835	1,233 Added 14.25%	9,887 $1.42 Million
Q2 2022 Aug 05, 2022	SELL	$155.6 - $218.85 $49,014 - $68,937	-315 Reduced 3.51%	8,654 $1.43 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $146,334 - $196,193	768 Added 9.36%	8,969 $1.9 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $43,014 - $53,933	-174 Reduced 2.08%	8,201 $2.08 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $6,176 - $7,426	26 Added 0.31%	8,375 $2.27 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $1.76 Million - $2.06 Million	8,349 New	8,349 $2.04 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $215,562 - $326,812	-1,162 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $155,777 - $222,697	1,162 New	1,162 $218,000

Others Institutions Holding CRM

# of Institutions

2,896

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 $267B
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...

More about CRM

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Trinity Point Wealth, LLC Salesforce, Inc. Transaction History