A detailed history of Waddell & Associates, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,507 shares of CRM stock, worth $533,478. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,507
Previous 1,523 1.05%
Holding current value
$533,478
Previous $391,000 5.37%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$238.42 - $276.53 $3,814 - $4,424
-16 Reduced 1.05%
1,507 $412,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $10,028 - $14,018
46 Added 3.11%
1,523 $391,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $6,278 - $7,922
25 Added 1.72%
1,477 $444,000
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $1,962 - $2,672
-10 Reduced 0.68%
1,452 $382,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $197,077 - $292,078
1,462 New
1,462 $292,000
Q3 2022

Nov 02, 2022

BUY
$143.84 - $191.27 $4,315 - $5,738
30 Added 2.19%
1,400 $201,000
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $2,489 - $3,501
16 Added 1.18%
1,370 $226,000
Q1 2022

Apr 21, 2022

SELL
$190.54 - $255.46 $3,810 - $5,109
-20 Reduced 1.46%
1,354 $288,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $289,281 - $338,361
1,374 New
1,374 $336,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $354B
  • 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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