Wealthsource Partners, LLC Salesforce, Inc. Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

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 $1.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,249

Previous 5,365 20.8%

Holding current value

$1.21 Million

Previous $1.09 Million 2.85%

% of portfolio

0.07%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,896

Shares Held

745M

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 $285B
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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Wealthsource Partners, LLC Salesforce, Inc. Transaction History