A detailed history of Waldron Private Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Waldron Private Wealth LLC holds 6,853 shares of CRM stock, worth $1.83 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,853
Previous 6,819 0.5%
Holding current value
$1.83 Million
Previous $2.05 Million 14.22%
% of portfolio
0.08%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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