Wealthspire Advisors, LLC Salesforce, Inc. Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,718 shares of CRM stock, worth $2.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,718

Previous 7,573 1.91%

Holding current value

$2.06 Million

Previous $2.28 Million 12.98%

% of portfolio

0.03%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $31,611 - $44,187	145 Added 1.91%	7,718 $1.98 Million
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $13,309 - $16,794	53 Added 0.7%	7,573 $2.28 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $197,427 - $268,853	1,006 Added 15.44%	7,520 $1.98 Million
Q3 2023 Nov 06, 2023	SELL	$202.49 - $234.37 $64,189 - $74,295	-317 Reduced 4.64%	6,514 $1.32 Million
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $90,856 - $107,445	481 Added 7.57%	6,831 $1.44 Million
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $239,135 - $354,409	-1,774 Reduced 21.84%	6,350 $1.27 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $235,521 - $303,600	1,837 Added 29.22%	8,124 $1.08 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $30,206 - $40,166	210 Added 3.46%	6,287 $904,000
Q2 2022 Aug 09, 2022	SELL	$155.6 - $218.85 $2,645 - $3,720	-17 Reduced 0.28%	6,077 $1 Million
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $696,995 - $934,472	-3,658 Reduced 37.51%	6,094 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $99,625 - $124,913	403 Added 4.31%	9,752 $2.48 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $1.91 Million - $2.29 Million	8,032 Added 609.87%	9,349 $2.54 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $5.92 Million - $6.93 Million	-28,127 Reduced 95.53%	1,317 $322,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $2.27 Million - $2.75 Million	11,057 Added 60.13%	29,444 $6.24 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $896,670 - $1.09 Million	4,073 Added 28.45%	18,387 $4.09 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $393,281 - $596,250	2,120 Added 17.39%	14,314 $3.6 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $239,163 - $341,903	-1,784 Reduced 12.76%	12,194 $2.28 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $923,424 - $1.44 Million	7,429 Added 113.44%	13,978 $2.01 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $628,529 - $728,551	4,416 Added 207.03%	6,549 $1.07 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $298,022 - $341,216	2,133 New	2,133 $317,000
Q1 2019 May 08, 2019	SELL	$130.4 - $166.95 $70,937 - $90,820	-544 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $65,644 - $86,963	544 New	544 $75,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

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 $267B
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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Wealthspire Advisors, LLC Salesforce, Inc. Transaction History