Western Wealth Management, LLC Salesforce, Inc. Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 10,087 shares of CRM stock, worth $2.63 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,087

Previous 7,999 26.1%

Holding current value

$2.63 Million

Previous $2.1 Million 44.39%

% of portfolio

0.24%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$251.12 - $316.88 $524,338 - $661,645	2,088 Added 26.1%	10,087 $3.04 Million
Q4 2023 Jan 31, 2024	BUY	$196.25 - $267.25 $274,750 - $374,150	1,400 Added 21.22%	7,999 $2.1 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $75,528 - $87,420	373 Added 5.99%	6,599 $1.34 Million
Q2 2023 Aug 30, 2023	BUY	$188.89 - $223.38 $78,200 - $92,479	414 Added 7.12%	6,226 $1.32 Million
Q1 2023 Aug 30, 2023	BUY	$134.8 - $199.78 $31,408 - $46,548	233 Added 4.18%	5,812 $1.16 Million

Q4 2022 Feb 02, 2023	SELL	$128.21 - $165.27 $328,345 - $423,256	-2,561 Reduced 31.46%	5,579 $739,000
Q3 2022 Nov 04, 2022	BUY	$143.84 - $191.27 $474,384 - $630,808	3,298 Added 68.11%	8,140 $1.17 Million
Q2 2022 Jul 18, 2022	SELL	$155.6 - $218.85 $698,955 - $983,074	-4,492 Reduced 48.13%	4,842 $793,000
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $476,350 - $638,650	2,500 Added 36.58%	9,334 $1.98 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $145,112 - $181,946	-587 Reduced 7.91%	6,834 $1.74 Million
Q2 2021 Aug 09, 2021	SELL	$210.54 - $246.26 $162,536 - $190,112	-772 Reduced 9.42%	7,421 $1.8 Million
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $61,188 - $74,079	-298 Reduced 3.51%	8,193 $1.74 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $514,490 - $624,142	2,337 Added 37.98%	8,491 $1.89 Million
Q3 2020 Oct 27, 2020	SELL	$185.51 - $281.25 $208,884 - $316,687	-1,126 Reduced 15.47%	6,154 $1.55 Million
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $309,678 - $442,711	2,310 Added 46.48%	7,280 $1.36 Million
Q1 2020 Apr 27, 2020	BUY	$124.3 - $193.36 $139,961 - $217,723	1,126 Added 29.29%	4,970 $711,000
Q4 2019 Feb 10, 2020	SELL	$142.33 - $164.98 $7,828 - $9,073	-55 Reduced 1.41%	3,844 $625,000
Q3 2019 Nov 08, 2019	SELL	$139.72 - $159.97 $69,999 - $80,144	-501 Reduced 11.39%	3,899 $582,000
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $14,945 - $17,093	103 Added 2.4%	4,400 $672,000
Q1 2019 May 10, 2019	SELL	$130.4 - $166.95 $46,422 - $59,434	-356 Reduced 7.65%	4,297 $683,000
Q4 2018 Feb 15, 2019	BUY	$120.67 - $159.86 $561,477 - $743,828	4,653 New	4,653 $638,000

Others Institutions Holding CRM

# of Institutions

2,997

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $261B
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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Western Wealth Management, LLC Salesforce, Inc. Transaction History