Wealth Shield Partners, LLC Salesforce, Inc. Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 9,204 shares of CRM stock, worth $2.99 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

9,204

Previous 10,019 8.13%

Holding current value

$2.99 Million

Previous $2.58 Million 2.17%

% of portfolio

0.35%

Previous 0.4%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $194,312 - $225,371	-815 Reduced 8.13%	9,204 $2.52 Million
Q2 2024 Jul 26, 2024	BUY	$218.01 - $304.74 $223,242 - $312,053	1,024 Added 11.38%	10,019 $2.58 Million
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $37,416 - $47,215	-149 Reduced 1.63%	8,995 $2.71 Million
Q4 2023 Jan 23, 2024	SELL	$196.25 - $267.25 $1.79 Million - $2.44 Million	-9,112 Reduced 49.91%	9,144 $2.41 Million
Q3 2023 Oct 25, 2023	BUY	$202.49 - $234.37 $859,772 - $995,135	4,246 Added 30.31%	18,256 $3.7 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $373,435 - $441,622	1,977 Added 16.43%	14,010 $2.96 Million
Q1 2023 May 08, 2023	SELL	$134.8 - $199.78 $145,718 - $215,962	-1,081 Reduced 8.24%	12,033 $2.4 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $310,011 - $399,622	2,418 Added 22.61%	13,114 $1.74 Million
Q3 2022 Nov 04, 2022	BUY	$143.84 - $191.27 $174,909 - $232,584	1,216 Added 12.83%	10,696 $1.54 Million
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $522,349 - $734,679	-3,357 Reduced 26.15%	9,480 $1.57 Million
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $1.13 Million - $1.52 Million	5,952 Added 86.45%	12,837 $2.73 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $195,295 - $244,868	790 Added 12.96%	6,885 $1.75 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $174,124 - $209,366	733 Added 13.67%	6,095 $1.65 Million
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $164,010 - $191,836	779 Added 17.0%	5,362 $1.31 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $130,795 - $158,351	637 Added 16.14%	4,583 $971,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $95,545 - $115,908	434 Added 12.36%	3,946 $877,000
Q3 2020 Oct 30, 2020	SELL	$185.51 - $281.25 $3,710 - $5,625	-20 Reduced 0.57%	3,512 $883,000
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $261,014 - $373,142	1,947 Added 122.84%	3,532 $662,000
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $197,015 - $306,475	1,585 New	1,585 $228,000

Others Institutions Holding CRM

# of Institutions

2,944

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $325B
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 Shield Partners, LLC Salesforce, Inc. Transaction History