A detailed history of Wbh Advisory Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Wbh Advisory Inc holds 2,164 shares of CRM stock, worth $740,131. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,164
Previous 2,287 5.38%
Holding current value
$740,131
Previous $587,000 0.85%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $29,325 - $34,013
-123 Reduced 5.38%
2,164 $592,000
Q2 2024

Jul 11, 2024

SELL
$218.01 - $304.74 $1,090 - $1,523
-5 Reduced 0.22%
2,287 $587,000
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $32,645 - $41,194
130 Added 6.01%
2,292 $690,000
Q4 2023

Jan 09, 2024

BUY
$196.25 - $267.25 $52,595 - $71,623
268 Added 14.15%
2,162 $568,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $148,222 - $171,558
732 Added 62.99%
1,894 $384,000
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $156,637 - $232,144
1,162 New
1,162 $232,000
Q2 2022

Jul 12, 2022

BUY
$155.6 - $218.85 $90,714 - $127,589
583 Added 42.8%
1,945 $339,000
Q3 2021

Oct 25, 2021

SELL
$237.55 - $285.63 $71,265 - $85,689
-300 Reduced 18.05%
1,362 $369,000
Q2 2021

Jul 27, 2021

SELL
$210.54 - $246.26 $6,316 - $7,387
-30 Reduced 1.77%
1,662 $412,000
Q4 2020

Jan 21, 2021

BUY
$220.15 - $267.07 $22,015 - $26,707
100 Added 6.28%
1,692 $378,000
Q3 2020

Oct 27, 2020

SELL
$185.51 - $281.25 $6,492 - $9,843
-35 Reduced 2.15%
1,592 $400,000
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $218,115 - $311,814
1,627 New
1,627 $304,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.