Wealth Enhancement Advisory Services, LLC Salesforce, Inc. Transaction History

Wealth Enhancement Advisory Services, LLC

$37 Billion
Q1 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 144,179 shares of CRM stock, worth $37.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

144,179

Previous 73,926 95.03%

Holding current value

$37.9 Million

Previous $19.5 Million 123.23%

% of portfolio

0.12%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $17.6 Million - $22.3 Million	70,253 Added 95.03%	144,179 $43.4 Million
Q4 2023 Jan 30, 2024	BUY	$196.25 - $267.25 $628,196 - $855,467	3,201 Added 4.53%	73,926 $19.5 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $13.8 Million - $16 Million	68,283 Added 2796.19%	70,725 $14.3 Million
Q2 2023 Jul 21, 2023	SELL	$188.89 - $223.38 $159,989 - $189,202	-847 Reduced 25.75%	2,442 $515,000
Q1 2023 Apr 25, 2023	BUY	$134.8 - $199.78 $443,357 - $657,076	3,289 New	3,289 $657,000

Q2 2022 Jul 18, 2022	SELL	$155.6 - $218.85 $153,577 - $216,004	-987 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$190.54 - $255.46 $25,722 - $34,487	-135 Reduced 12.03%	987 $216,000
Q4 2021 Feb 08, 2022	BUY	$247.21 - $309.96 $36,587 - $45,874	148 Added 15.2%	1,122 $254,000
Q3 2021 Nov 03, 2021	SELL	$237.55 - $285.63 $1.15 Million - $1.39 Million	-4,859 Reduced 83.3%	974 $287,000
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $1.23 Million - $1.44 Million	5,833 New	5,833 $1.39 Million
Q4 2020 Feb 10, 2021	SELL	$220.15 - $267.07 $3.31 Million - $4.01 Million	-15,023 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $2.79 Million - $4.23 Million	15,023 New	15,023 $4.01 Million
Q4 2019 Feb 05, 2020	SELL	$142.33 - $164.98 $1.5 Million - $1.74 Million	-10,527 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$139.72 - $159.97 $301,236 - $344,895	-2,156 Reduced 17.0%	10,527 $1.57 Million
Q2 2019 Aug 02, 2019	BUY	$145.1 - $165.96 $1.84 Million - $2.1 Million	12,683 New	12,683 $1.98 Million
Q4 2017 Jan 19, 2018	SELL	$93.94 - $108.8 $4.32 Million - $5.01 Million	-46,020 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	$87.63 - $97.71 $4.03 Million - $4.5 Million	46,020	46,020 $4.43 Million

Others Institutions Holding CRM

# of Institutions

2,997

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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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Wealth Enhancement Advisory Services, LLC Salesforce, Inc. Transaction History