Wealth Plan Partners, LLC Salesforce, Inc. Transaction History

Wealth Plan Partners, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$188.89 - $223.38 $18,889 - $22,338	-100 Reduced 27.93%	258 $54.5 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $48,258 - $71,521	358 New	358 $71.5 Million
Q4 2022 Feb 16, 2023	SELL	$128.21 - $165.27 $168,083 - $216,668	-1,311 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$190.54 - $255.46 $45,920 - $61,565	241 Added 22.52%	1,311 $231,000
Q4 2021 Feb 01, 2022	SELL	$247.21 - $309.96 $12,607 - $15,807	-51 Reduced 4.55%	1,070 $249,000
Q3 2021 Dec 09, 2021	SELL	$237.55 - $285.63 $9,739 - $11,710	-41 Reduced 3.53%	1,121 $304,000
Q2 2021 Aug 19, 2021	BUY	$210.54 - $246.26 $3,158 - $3,693	15 Added 1.31%	1,162 $282,000
Q1 2021 May 11, 2021	SELL	$205.33 - $248.59 $8,007 - $9,695	-39 Reduced 3.29%	1,147 $249,000
Q4 2020 Feb 09, 2021	SELL	$220.15 - $267.07 $47,332 - $57,420	-215 Reduced 15.35%	1,186 $282,000
Q3 2020 Dec 18, 2020	SELL	$185.51 - $281.25 $28,568 - $43,312	-154 Reduced 9.9%	1,401 $349,000
Q2 2020 Aug 19, 2020	BUY	$134.06 - $191.65 $208,463 - $298,015	1,555 New	1,555 $303,000

2,949

726M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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