Wealthfront Advisers LLC Salesforce, Inc. Transaction History

Wealthfront Advisers LLC

$29.7 Billion
Q2 2024

A detailed history of Wealthfront Advisers LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealthfront Advisers LLC holds 89,682 shares of CRM stock, worth $27.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

89,682

Previous 98,322 8.79%

Holding current value

$27.9 Million

Previous $29.6 Million 22.14%

% of portfolio

0.08%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$218.01 - $304.74 $1.88 Million - $2.63 Million	-8,640 Reduced 8.79%	89,682 $23.1 Million
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $725,234 - $915,149	2,888 Added 3.03%	98,322 $29.6 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $491,802 - $669,728	2,506 Added 2.7%	95,434 $25.1 Million
Q3 2023 Nov 01, 2023	BUY	$202.49 - $234.37 $180,621 - $209,058	892 Added 0.97%	92,928 $18.8 Million
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $511,325 - $604,689	2,707 Added 3.03%	92,036 $19.4 Million
Q1 2023 Apr 28, 2023	BUY	$134.8 - $199.78 $5.75 Million - $8.52 Million	42,645 Added 91.35%	89,329 $17.8 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $797,850 - $1.03 Million	6,223 Added 15.38%	46,684 $6.19 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $5.73 Million - $7.62 Million	-39,839 Reduced 49.61%	40,461 $5.82 Million
Q2 2022 Jul 20, 2022	BUY	$155.6 - $218.85 $4.22 Million - $5.93 Million	27,119 Added 50.99%	80,300 $13.3 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $257,991 - $345,892	1,354 Added 2.61%	53,181 $11.3 Million
Q4 2021 Jan 21, 2022	SELL	$247.21 - $309.96 $939,398 - $1.18 Million	-3,800 Reduced 6.83%	51,827 $13.2 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $2.93 Million - $3.53 Million	12,345 Added 28.52%	55,627 $15.1 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $2.71 Million - $3.17 Million	12,865 Added 42.3%	43,282 $10.6 Million
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $250,091 - $302,782	-1,218 Reduced 3.85%	30,417 $6.44 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $588,901 - $714,412	2,675 Added 9.24%	31,635 $7.04 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $958,344 - $1.45 Million	5,166 Added 21.71%	28,960 $7.28 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $1.19 Million - $1.7 Million	8,892 Added 59.67%	23,794 $4.46 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $66,997 - $104,221	-539 Reduced 3.49%	14,902 $2.15 Million
Q4 2019 Jan 21, 2020	SELL	$142.33 - $164.98 $711 - $824	-5 Reduced 0.03%	15,441 $2.51 Million
Q3 2019 Oct 15, 2019	SELL	$139.72 - $159.97 $140,698 - $161,089	-1,007 Reduced 6.12%	15,446 $2.29 Million
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $243,477 - $278,480	-1,678 Reduced 9.25%	16,453 $2.5 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $36,381 - $46,579	279 Added 1.56%	18,131 $2.87 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $2.15 Million - $2.85 Million	17,852 New	17,852 $2.45 Million

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

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 $311B
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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Wealthfront Advisers LLC Salesforce, Inc. Transaction History