Waldron Private Wealth LLC Salesforce, Inc. Transaction History

Waldron Private Wealth LLC

$2.4 Billion
Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Waldron Private Wealth LLC holds 7,772 shares of CRM stock, worth $2.42 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,772

Previous 6,853 13.41%

Holding current value

$2.42 Million

Previous $1.76 Million 20.78%

% of portfolio

0.09%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$238.42 - $276.53 $219,107 - $254,131	919 Added 13.41%	7,772 $2.13 Million
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $7,412 - $10,361	34 Added 0.5%	6,853 $1.76 Million
Q1 2024 May 09, 2024	SELL	$251.12 - $316.88 $170,761 - $215,478	-680 Reduced 9.07%	6,819 $2.05 Million
Q4 2023 Aug 29, 2024	SELL	$196.25 - $267.25 $72,220 - $98,348	-368 Reduced 4.68%	7,499 $1.97 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $72,220 - $98,348	-368 Reduced 4.68%	7,499 $1.97 Million
Q3 2023 Aug 29, 2024	SELL	$202.49 - $234.37 $13,161 - $15,234	-65 Reduced 0.82%	7,867 $1.6 Million
Q3 2023 Oct 26, 2023	SELL	$202.49 - $234.37 $13,161 - $15,234	-65 Reduced 0.82%	7,867 $1.6 Million
Q2 2023 Aug 29, 2024	SELL	$188.89 - $223.38 $112,578 - $133,134	-596 Reduced 6.99%	7,932 $1.68 Million
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $112,578 - $133,134	-596 Reduced 6.99%	7,932 $1.68 Million
Q1 2023 Aug 29, 2024	BUY	$134.8 - $199.78 $225,790 - $334,631	1,675 Added 24.44%	8,528 $1.7 Million
Q1 2023 May 02, 2023	SELL	$134.8 - $199.78 $297,234 - $440,514	-2,205 Reduced 20.54%	8,528 $1.7 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $184,115 - $244,825	1,280 Added 13.54%	10,733 $1.54 Million
Q2 2022 Aug 03, 2022	BUY	$155.6 - $218.85 $120,901 - $170,046	777 Added 8.96%	9,453 $1.56 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $109,369 - $146,634	574 Added 7.08%	8,676 $1.84 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $887,978 - $1.11 Million	3,592 Added 79.65%	8,102 $2.06 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $155,357 - $186,802	654 Added 16.96%	4,510 $1.22 Million
Q2 2021 Aug 06, 2021	SELL	$210.54 - $246.26 $23,369 - $27,334	-111 Reduced 2.8%	3,856 $941,000
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $68,169 - $82,531	332 Added 9.13%	3,967 $840,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $1,100 - $1,335	5 Added 0.14%	3,635 $808,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $40,997 - $62,156	221 Added 6.48%	3,630 $912,000
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $23,728 - $33,922	177 Added 5.48%	3,409 $638,000
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $115,723 - $180,018	931 Added 40.46%	3,232 $465,000
Q4 2019 Feb 07, 2020	SELL	$142.33 - $164.98 $1,707 - $1,979	-12 Reduced 0.52%	2,301 $374,000
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $323,172 - $370,010	2,313 New	2,313 $343,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

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 $311B
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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Waldron Private Wealth LLC Salesforce, Inc. Transaction History