W.G. Shaheen & Associates Dba Whitney & CO Salesforce, Inc. Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Salesforce, Inc. stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 34,022 shares of CRM stock, worth $9.41 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

34,022

Previous 33,897 0.37%

Holding current value

$9.41 Million

Previous $10.2 Million 14.32%

% of portfolio

1.02%

Previous 1.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $27,251 - $38,092	125 Added 0.37%	34,022 $8.75 Million
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $94,170 - $118,830	375 Added 1.12%	33,897 $10.2 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $97,536 - $132,823	497 Added 1.5%	33,522 $8.82 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $6,277 - $7,265	-31 Reduced 0.09%	33,025 $6.7 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $68,755 - $81,310	364 Added 1.11%	33,056 $6.98 Million
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $1.24 Million - $1.84 Million	9,217 Added 39.26%	32,692 $6.53 Million
Q4 2022 Feb 03, 2023	SELL	$128.21 - $165.27 $98,978 - $127,588	-772 Reduced 3.18%	23,475 $3.11 Million
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $6,185 - $8,224	-43 Reduced 0.18%	24,247 $3.49 Million
Q2 2022 Aug 05, 2022	BUY	$155.6 - $218.85 $50,414 - $70,907	324 Added 1.35%	24,290 $4.01 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $229,219 - $307,318	1,203 Added 5.28%	23,966 $5.09 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $118,413 - $148,470	479 Added 2.15%	22,763 $5.79 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $154,407 - $185,659	650 Added 3.0%	22,284 $6.04 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $153,062 - $179,031	727 Added 3.48%	21,634 $5.29 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $253,787 - $307,257	1,236 Added 6.28%	20,907 $4.43 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $4.33 Million - $5.25 Million	19,671 New	19,671 $4.45 Million

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...

More about CRM

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W.G. Shaheen & Associates Dba Whitney & CO Salesforce, Inc. Transaction History