Wealth Alliance Salesforce, Inc. Transaction History

Wealth Alliance

$799 Million
Q1 2025

A detailed history of Wealth Alliance transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Alliance holds 8,849 shares of CRM stock, worth $2.37 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,849

Previous 7,814 13.25%

Holding current value

$2.37 Million

Previous $2.61 Million 9.11%

% of portfolio

0.3%

Previous 0.32%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$268.36 - $359.95 $277,752 - $372,548	1,035 Added 13.25%	8,849 $2.37 Million
Q4 2024 Feb 03, 2025	BUY	$270.87 - $367.87 $53,632 - $72,838	198 Added 2.6%	7,814 $2.61 Million
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $337,602 - $391,566	-1,416 Reduced 15.68%	7,616 $2.08 Million
Q2 2024 Aug 09, 2024	SELL	$218.01 - $304.74 $506,873 - $708,520	-2,325 Reduced 20.47%	9,032 $2.32 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $51,730 - $65,277	-206 Reduced 1.78%	11,357 $3.42 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $154,645 - $210,593	-788 Reduced 6.38%	11,563 $3.04 Million
Q3 2023 Nov 09, 2023	SELL	$202.49 - $234.37 $11,541 - $13,359	-57 Reduced 0.46%	12,351 $2.5 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $18,511 - $21,891	-98 Reduced 0.78%	12,408 $2.62 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $593,120 - $879,032	4,400 Added 54.28%	12,506 $2.5 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $541,046 - $697,439	-4,220 Reduced 34.24%	8,106 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $39,556 - $52,599	-275 Reduced 2.18%	12,326 $1.77 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $895,944 - $1.26 Million	5,758 Added 84.14%	12,601 $2.08 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $154,909 - $207,688	813 Added 13.48%	6,843 $1.45 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $60,813 - $76,250	246 Added 4.25%	6,030 $1.53 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $77,916 - $93,686	328 Added 6.01%	5,784 $1.57 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $41,265 - $48,266	-196 Reduced 3.47%	5,456 $1.33 Million
Q1 2021 May 18, 2021	BUY	$205.33 - $248.59 $195,884 - $237,154	954 Added 20.31%	5,652 $1.2 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $32,141 - $38,992	-146 Reduced 3.01%	4,698 $1.05 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $103,514 - $156,937	-558 Reduced 10.33%	4,844 $1.22 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $193,314 - $276,359	1,442 Added 36.41%	5,402 $1.01 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $492,228 - $765,705	3,960 New	3,960 $570,000

Others Institutions Holding CRM

# of Institutions

3,356

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $268B
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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