A detailed history of Wealthsource Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,249 shares of CRM stock, worth $1.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,249
Previous 5,365 20.8%
Holding current value
$1.4 Million
Previous $1.09 Million 2.85%
% of portfolio
0.07%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$196.25 - $267.25 $219,015 - $298,251
-1,116 Reduced 20.8%
4,249 $1.12 Million
Q3 2023

Nov 09, 2023

SELL
$202.49 - $234.37 $7,492 - $8,671
-37 Reduced 0.68%
5,365 $1.09 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $235,168 - $278,108
-1,245 Reduced 18.73%
5,402 $1.14 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $75,622 - $112,076
-561 Reduced 7.78%
6,647 $1.33 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $47,822 - $61,645
-373 Reduced 4.92%
7,208 $955,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $158,080 - $210,205
1,099 Added 16.95%
7,581 $1.09 Million
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $932,355 - $1.31 Million
-5,992 Reduced 48.04%
6,482 $1.07 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $1.34 Million - $1.79 Million
7,020 Added 128.71%
12,474 $2.65 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $242,513 - $304,070
981 Added 21.93%
5,454 $1.39 Million
Q3 2021

Nov 18, 2021

BUY
$237.55 - $285.63 $77,203 - $92,829
325 Added 7.84%
4,473 $1.21 Million
Q2 2021

Nov 18, 2021

SELL
$210.54 - $246.26 $9,263 - $10,835
-44 Reduced 1.05%
4,148 $1.01 Million
Q1 2021

Jun 21, 2021

BUY
$205.33 - $248.59 $100,201 - $121,311
488 Added 13.17%
4,192 $888,000
Q4 2020

Feb 12, 2021

SELL
$220.15 - $267.07 $24,876 - $30,178
-113 Reduced 2.96%
3,704 $824,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $53,797 - $81,562
-290 Reduced 7.06%
3,817 $959,000
Q2 2020

Aug 17, 2020

SELL
$134.06 - $191.65 $204,843 - $292,841
-1,528 Reduced 27.12%
4,107 $769,000
Q1 2020

May 12, 2020

SELL
$124.3 - $193.36 $137,973 - $214,629
-1,110 Reduced 16.46%
5,635 $811,000
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $159,978 - $185,437
-1,124 Reduced 14.28%
6,745 $1.1 Million
Q3 2019

Nov 15, 2019

BUY
$139.72 - $159.97 $9,780 - $11,197
70 Added 0.9%
7,869 $1.17 Million
Q2 2019

Aug 09, 2019

BUY
$145.1 - $165.96 $215,618 - $246,616
1,486 Added 23.54%
7,799 $1.18 Million
Q1 2019

May 16, 2019

SELL
$130.4 - $166.95 $15,908 - $20,367
-122 Reduced 1.9%
6,313 $1 Million
Q4 2018

Feb 06, 2019

BUY
$120.67 - $159.86 $230,117 - $304,853
1,907 Added 42.12%
6,435 $881,000
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $51,019 - $59,679
-372 Reduced 7.59%
4,528 $720,000
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $11,530 - $13,980
-100 Reduced 2.0%
4,900 $668,000
Q1 2018

Apr 16, 2018

SELL
$104.03 - $127.99 $216,278 - $266,091
-2,079 Reduced 29.37%
5,000 $582,000
Q1 2018

Apr 16, 2018

SELL
$104.03 - $127.99 $164,159 - $201,968
-1,578 Reduced 18.23%
7,079 $584,000
Q4 2017

Feb 16, 2018

SELL
$93.94 - $108.8 $14,091 - $16,320
-150 Reduced 1.7%
8,657 $885,000
Q3 2017

Nov 20, 2017

BUY
$87.63 - $97.71 $78,341 - $87,352
894 Added 11.3%
8,807 $823,000
Q2 2017

Aug 16, 2017

BUY
N/A
7,913
7,913 $685,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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...
More about CRM
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