V Wealth Advisors LLC Salesforce, Inc. Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

A detailed history of V Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, V Wealth Advisors LLC holds 6,580 shares of CRM stock, worth $2.25 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

6,580

Previous 11,573 43.14%

Holding current value

$2.25 Million

Previous $2.44 Million 45.42%

% of portfolio

1.08%

Previous 0.42%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$202.49 - $234.37 $1.01 Million - $1.17 Million	-4,993 Reduced 43.14%	6,580 $1.33 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $108,800 - $128,666	576 Added 5.24%	11,573 $2.44 Million
Q1 2023 May 02, 2023	BUY	$134.8 - $199.78 $229,160 - $339,626	1,700 Added 18.29%	10,997 $2.2 Million
Q4 2022 Jan 20, 2023	SELL	$128.21 - $165.27 $52,181 - $67,264	-407 Reduced 4.19%	9,297 $0
Q3 2022 Nov 04, 2022	SELL	$143.84 - $191.27 $359,024 - $477,409	-2,496 Reduced 20.46%	9,704 $1.4 Million
Q2 2022 Jul 27, 2022	SELL	$155.6 - $218.85 $6,846 - $9,629	-44 Reduced 0.36%	12,200 $2.01 Million
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $155,099 - $207,944	-814 Reduced 6.23%	12,244 $2.6 Million
Q4 2021 Feb 17, 2022	SELL	$247.21 - $309.96 $22,496 - $28,206	-91 Reduced 0.69%	13,058 $3.32 Million
Q3 2021 Oct 21, 2021	SELL	$237.55 - $285.63 $2,375 - $2,856	-10 Reduced 0.08%	13,149 $3.57 Million
Q2 2021 Jul 27, 2021	SELL	$210.54 - $246.26 $529,297 - $619,097	-2,514 Reduced 16.04%	13,159 $3.22 Million
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $241,468 - $292,341	1,176 Added 8.11%	15,673 $3.32 Million
Q4 2020 Jan 25, 2021	BUY	$220.15 - $267.07 $1.14 Million - $1.38 Million	5,166 Added 55.36%	14,497 $3.23 Million
Q3 2020 Oct 13, 2020	SELL	$185.51 - $281.25 $301,268 - $456,750	-1,624 Reduced 14.82%	9,331 $2.35 Million
Q2 2020 Jul 29, 2020	SELL	$134.06 - $191.65 $48,261 - $68,994	-360 Reduced 3.18%	10,955 $2.05 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $1.2 Million - $1.86 Million	9,631 Added 571.91%	11,315 $1.63 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $8,103 - $9,278	58 Added 3.57%	1,684 $250,000
Q2 2019 Jul 29, 2019	BUY	$145.1 - $165.96 $35,694 - $40,826	246 Added 17.83%	1,626 $252,000
Q1 2019 May 16, 2019	BUY	$130.4 - $166.95 $179,952 - $230,390	1,380 New	1,380 $222,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

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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V Wealth Advisors LLC Salesforce, Inc. Transaction History