Wealthcare Advisory Partners LLC Salesforce, Inc. Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 10,117 shares of CRM stock, worth $2.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,117

Previous 6,763 49.59%

Holding current value

$2.7 Million

Previous $2.04 Million 27.75%

% of portfolio

0.08%

Previous 0.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$218.01 - $304.74 $731,205 - $1.02 Million	3,354 Added 49.59%	10,117 $2.6 Million
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $57,255 - $72,248	228 Added 3.49%	6,763 $2.04 Million
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $59,856 - $81,511	-305 Reduced 4.46%	6,535 $1.72 Million
Q3 2023 Oct 12, 2023	SELL	$202.49 - $234.37 $3,442 - $3,984	-17 Reduced 0.25%	6,840 $1.39 Million
Q2 2023 Jul 17, 2023	SELL	$188.89 - $223.38 $5,288 - $6,254	-28 Reduced 0.41%	6,857 $1.45 Million
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $15,097 - $22,375	112 Added 1.65%	6,885 $1.38 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $27,693 - $35,698	-216 Reduced 3.09%	6,773 $898,000
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $60,844 - $80,907	423 Added 6.44%	6,989 $1.01 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $119,967 - $168,733	771 Added 13.3%	6,566 $1.08 Million
Q1 2022 Apr 15, 2022	BUY	$190.54 - $255.46 $75,834 - $101,673	398 Added 7.37%	5,795 $1.23 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $52,161 - $65,401	-211 Reduced 3.76%	5,397 $1.37 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $50,360 - $60,553	212 Added 3.93%	5,608 $1.52 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $47,582 - $55,654	226 Added 4.37%	5,396 $1.32 Million
Q1 2021 Apr 30, 2021	BUY	$205.33 - $248.59 $737,134 - $892,438	3,590 Added 227.22%	5,170 $1.1 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $36,985 - $44,867	168 Added 11.9%	1,580 $352,000
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $54,725 - $82,968	295 Added 26.41%	1,412 $355,000
Q2 2020 Jul 29, 2020	BUY	$134.06 - $191.65 $96,657 - $138,179	721 Added 182.07%	1,117 $209,000
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $9,198 - $14,308	74 Added 22.98%	396 $57,000
Q3 2019 Oct 17, 2019	SELL	$139.72 - $159.97 $4,191 - $4,799	-30 Reduced 8.52%	322 $48,000
Q2 2019 Jul 30, 2019	BUY	$145.1 - $165.96 $4,353 - $4,978	30 Added 9.32%	352 $53,000
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $8,345 - $10,684	64 Added 24.81%	322 $51,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $6,033 - $7,993	-50 Reduced 16.23%	258 $35,000
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $7,263 - $8,807	63 Added 25.71%	308 $42,000
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $208 - $255	-2 Reduced 0.81%	245 $28,000
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $1,033 - $1,196	11 Added 4.66%	247 $25,000
Q3 2017 Nov 15, 2017	BUY	$87.63 - $97.71 $20,680 - $23,059	236	236 $22,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

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...

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Wealthcare Advisory Partners LLC Salesforce, Inc. Transaction History