Vigilare Wealth Management Salesforce, Inc. Transaction History

Vigilare Wealth Management

$242 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$251.12 - $316.88 $364,124 - $459,476	-1,450 Reduced 67.6%	695 $209,000
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $92,132 - $106,638	-455 Reduced 17.5%	2,145 $434,000
Q2 2023 Jul 11, 2023	SELL	$188.89 - $223.38 $95,956 - $113,477	-508 Reduced 16.34%	2,600 $549,000
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $129,273 - $191,589	-959 Reduced 23.58%	3,108 $620,000
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $159,621 - $205,761	-1,245 Reduced 23.44%	4,067 $0
Q3 2022 Oct 20, 2022	SELL	$143.84 - $191.27 $194,327 - $258,405	-1,351 Reduced 20.28%	5,312 $764,000
Q2 2022 Jul 11, 2022	SELL	$155.6 - $218.85 $70,175 - $98,701	-451 Reduced 6.34%	6,663 $1.1 Million
Q1 2022 Apr 06, 2022	SELL	$190.54 - $255.46 $156,814 - $210,243	-823 Reduced 10.37%	7,114 $1.51 Million
Q4 2021 Jan 07, 2022	BUY	$247.21 - $309.96 $41,778 - $52,383	169 Added 2.18%	7,937 $2.02 Million
Q3 2021 Oct 19, 2021	BUY	$237.55 - $285.63 $183,151 - $220,220	771 Added 11.02%	7,768 $2.11 Million
Q2 2021 Jul 16, 2021	SELL	$210.54 - $246.26 $5,474 - $6,402	-26 Reduced 0.37%	6,997 $1.71 Million
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $561,577 - $679,893	2,735 Added 63.78%	7,023 $1.49 Million
Q4 2020 Jan 14, 2021	BUY	$220.15 - $267.07 $112,716 - $136,739	512 Added 13.56%	4,288 $954,000
Q3 2020 Oct 15, 2020	SELL	$185.51 - $281.25 $50,644 - $76,781	-273 Reduced 6.74%	3,776 $949,000
Q2 2020 Jul 20, 2020	SELL	$134.06 - $191.65 $26,812 - $38,330	-200 Reduced 4.71%	4,049 $758,000
Q1 2020 May 04, 2020	BUY	$124.3 - $193.36 $75,201 - $116,982	605 Added 16.6%	4,249 $612,000
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $518,650 - $601,187	3,644 New	3,644 $676,000

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...

More about CRM

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