Vista Wealth Management Group, LLC Salesforce, Inc. Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,891 shares of CRM stock, worth $931,624. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,891

Previous 4,392 34.18%

Holding current value

$931,624

Previous $1.13 Million 29.94%

% of portfolio

0.05%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$238.42 - $276.53 $357,868 - $415,071	-1,501 Reduced 34.18%	2,891 $791,000
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $12,644 - $17,674	58 Added 1.34%	4,392 $1.13 Million
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $33,398 - $42,145	-133 Reduced 2.98%	4,334 $1.31 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $247,078 - $336,467	1,259 Added 39.25%	4,467 $1.18 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $165,029 - $191,011	815 Added 34.06%	3,208 $650,000
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $127,689 - $151,004	-676 Reduced 22.03%	2,393 $505,000
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $46,640 - $69,123	346 Added 12.71%	3,069 $613,000
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $27,949 - $36,028	-218 Reduced 7.41%	2,723 $361,000
Q3 2022 Oct 25, 2022	BUY	$143.84 - $191.27 $8,055 - $10,711	56 Added 1.94%	2,941 $472,000
Q2 2022 Jul 14, 2022	BUY	$155.6 - $218.85 $58,972 - $82,944	379 Added 15.12%	2,885 $472,000
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $1,714 - $2,299	-9 Reduced 0.36%	2,506 $532,000
Q4 2021 Jan 19, 2022	SELL	$247.21 - $309.96 $714,189 - $895,474	-2,889 Reduced 53.46%	2,515 $639,000
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $1.06 Million - $1.27 Million	4,460 Added 472.46%	5,404 $1.47 Million
Q2 2021 Jul 27, 2021	BUY	$210.54 - $246.26 $198,749 - $232,469	944 New	944 $231,000
Q1 2021 Apr 26, 2021	SELL	$205.33 - $248.59 $186,850 - $226,216	-910 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$220.15 - $267.07 $170,175 - $206,445	-773 Reduced 45.93%	910 $203,000
Q3 2020 Oct 26, 2020	SELL	$185.51 - $281.25 $1,669 - $2,531	-9 Reduced 0.53%	1,683 $423,000
Q2 2020 Jul 14, 2020	SELL	$134.06 - $191.65 $23,862 - $34,113	-178 Reduced 9.52%	1,692 $317,000
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $42,262 - $65,742	340 Added 22.22%	1,870 $269,000
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $217,764 - $252,419	1,530 New	1,530 $249,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $322B
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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Vista Wealth Management Group, LLC Salesforce, Inc. Transaction History