A detailed history of Wealth Advisors Of Tampa Bay, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Advisors Of Tampa Bay, LLC holds 18,054 shares of CRM stock, worth $6.2 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
18,054
Previous 18,358 1.66%
Holding current value
$6.2 Million
Previous $4.72 Million 4.7%
% of portfolio
2.11%
Previous 2.26%

Shares

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

Nov 04, 2024

SELL
$238.42 - $276.53 $72,479 - $84,065
-304 Reduced 1.66%
18,054 $4.94 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $33,791 - $47,234
155 Added 0.85%
18,358 $4.72 Million
Q1 2024

May 03, 2024

SELL
$251.12 - $316.88 $232,788 - $293,747
-927 Reduced 4.85%
18,203 $5.48 Million
Q4 2023

Jan 24, 2024

SELL
$196.25 - $267.25 $3.49 Million - $4.76 Million
-17,800 Reduced 48.2%
19,130 $5.03 Million
Q3 2023

Oct 31, 2023

BUY
$202.49 - $234.37 $3.72 Million - $4.31 Million
18,390 Added 99.19%
36,930 $7.49 Million
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $4,344 - $5,137
23 Added 0.12%
18,540 $3.92 Million
Q1 2023

Apr 17, 2023

BUY
$134.8 - $199.78 $94,629 - $140,245
702 Added 3.94%
18,517 $3.7 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $38,206 - $49,250
-298 Reduced 1.65%
17,815 $2.36 Million
Q3 2022

Oct 12, 2022

SELL
$143.84 - $191.27 $2.52 Million - $3.35 Million
-17,523 Reduced 49.17%
18,113 $2.61 Million
Q2 2022

Jul 18, 2022

BUY
$155.6 - $218.85 $907,148 - $1.28 Million
5,830 Added 19.56%
35,636 $5.88 Million
Q1 2022

Apr 25, 2022

BUY
$190.54 - $255.46 $613,538 - $822,581
3,220 Added 12.11%
29,806 $6.33 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $3.32 Million - $4.16 Million
13,434 Added 102.14%
26,586 $6.76 Million
Q3 2021

Oct 13, 2021

SELL
$237.55 - $285.63 $113,311 - $136,245
-477 Reduced 3.5%
13,152 $3.57 Million
Q2 2021

Jul 27, 2021

BUY
$210.54 - $246.26 $86,742 - $101,459
412 Added 3.12%
13,629 $3.33 Million
Q1 2021

Apr 19, 2021

BUY
$205.33 - $248.59 $129,563 - $156,860
631 Added 5.01%
13,217 $2.8 Million
Q4 2020

Jan 22, 2021

SELL
$220.15 - $267.07 $322,079 - $390,723
-1,463 Reduced 10.41%
12,586 $2.8 Million
Q3 2020

Oct 23, 2020

SELL
$185.51 - $281.25 $6,307 - $9,562
-34 Reduced 0.24%
14,049 $3.53 Million
Q2 2020

Aug 11, 2020

BUY
$134.06 - $191.65 $314,638 - $449,802
2,347 Added 20.0%
14,083 $2.64 Million
Q1 2020

Apr 17, 2020

SELL
$124.3 - $193.36 $14,294 - $22,236
-115 Reduced 0.97%
11,736 $1.69 Million
Q4 2019

Jan 23, 2020

BUY
$142.33 - $164.98 $89,525 - $103,772
629 Added 5.61%
11,851 $1.93 Million
Q3 2019

Nov 06, 2019

SELL
$139.72 - $159.97 $4,191 - $4,799
-30 Reduced 0.27%
11,222 $1.67 Million
Q2 2019

Jul 23, 2019

SELL
$145.1 - $165.96 $271,772 - $310,843
-1,873 Reduced 14.27%
11,252 $1.71 Million
Q1 2019

May 09, 2019

BUY
$130.4 - $166.95 $4,564 - $5,843
35 Added 0.27%
13,125 $2.08 Million
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $16,290 - $21,581
-135 Reduced 1.02%
13,090 $1.79 Million
Q3 2018

Oct 25, 2018

SELL
$137.15 - $160.43 $263,328 - $308,025
-1,920 Reduced 12.68%
13,225 $2.1 Million
Q2 2018

Jul 19, 2018

BUY
$115.3 - $139.8 $28,248 - $34,251
245 Added 1.64%
15,145 $2.13 Million
Q1 2018

May 11, 2018

BUY
$104.03 - $127.99 $25,487 - $31,357
245 Added 1.67%
14,900 $1.73 Million
Q4 2017

Feb 07, 2018

BUY
$93.94 - $108.8 $1.38 Million - $1.59 Million
14,655
14,655 $1.6 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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