Westside Investment Management, Inc. Salesforce, Inc. Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Westside Investment Management, Inc. holds 4,792 shares of CRM stock, worth $1.52 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,792

Previous 4,812 0.42%

Holding current value

$1.52 Million

Previous $1.24 Billion 4.31%

% of portfolio

0.27%

Previous 0.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$238.42 - $276.53 $4,768 - $5,530	-20 Reduced 0.42%	4,792 $1.29 Billion
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $21,801 - $30,474	100 Added 2.12%	4,812 $1.24 Billion
Q4 2023 Jan 12, 2024	BUY	$196.25 - $267.25 $8,242 - $11,224	42 Added 0.9%	4,712 $1.24 Billion
Q2 2023 Jul 14, 2023	SELL	$188.89 - $223.38 $11,333 - $13,402	-60 Reduced 1.27%	4,670 $987 Million
Q1 2023 May 17, 2023	SELL	$134.8 - $199.78 $5,392 - $7,991	-40 Reduced 0.84%	4,730 $945 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $70,515 - $90,898	-550 Reduced 10.34%	4,770 $122 Million
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $258,912 - $344,286	1,800 Added 51.14%	5,320 $236 Million
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $85,580 - $120,367	550 Added 18.52%	3,520 $580,000
Q1 2022 Apr 25, 2022	BUY	$190.54 - $255.46 $248,845 - $333,630	1,306 Added 78.49%	2,970 $630,000
Q4 2021 Feb 15, 2022	BUY	$247.21 - $309.96 $56,858 - $71,290	230 Added 16.04%	1,664 $422,000
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $8,076 - $9,711	34 Added 2.43%	1,434 $388,000
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $4,210 - $4,925	20 Added 1.45%	1,400 $341,000
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $141,677 - $171,527	690 Added 100.0%	1,380 $292,000
Q4 2020 Jan 15, 2021	BUY	$220.15 - $267.07 $13,209 - $16,024	60 Added 9.52%	690 $153,000
Q3 2020 Oct 14, 2020	SELL	$185.51 - $281.25 $3,339 - $5,062	-18 Reduced 2.78%	630 $158,000
Q1 2020 Apr 16, 2020	SELL	$124.3 - $193.36 $84,524 - $131,484	-680 Reduced 51.2%	648 $93,000
Q2 2019 Jul 24, 2019	BUY	$145.1 - $165.96 $4,353 - $4,978	30 Added 2.31%	1,328 $16.2 Million
Q2 2018 Aug 13, 2018	BUY	$115.3 - $139.8 $11,530 - $13,980	100 Added 8.35%	1,298 $0
Q3 2017 Nov 13, 2017	SELL	$87.63 - $97.71 $17,526 - $19,542	-200 Reduced 14.31%	1,198 $0
Q2 2017 Aug 15, 2017	BUY	N/A	1,398	1,398 $0

Others Institutions Holding CRM

# of Institutions

2,954

Shares Held

726M

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 $318B
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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Westside Investment Management, Inc. Salesforce, Inc. Transaction History