A detailed history of Wetherby Asset Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 27,539 shares of CRM stock, worth $9.41 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
27,539
Previous 27,184 1.31%
Holding current value
$9.41 Million
Previous $8.19 Million 13.52%
% of portfolio
0.34%
Previous 0.4%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $77,393 - $108,182
355 Added 1.31%
27,539 $7.08 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $84,878 - $107,105
338 Added 1.26%
27,184 $8.19 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $28,063 - $38,216
-143 Reduced 0.53%
26,846 $7.06 Million
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $381,491 - $441,553
-1,884 Reduced 6.53%
26,989 $5.47 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $86,511 - $102,308
458 Added 1.61%
28,873 $6.1 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $421,250 - $624,312
3,125 Added 12.36%
28,415 $5.68 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $51,925 - $66,934
405 Added 1.63%
25,290 $3.35 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $175,340 - $233,158
-1,219 Reduced 4.67%
24,885 $3.58 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $390,089 - $548,656
2,507 Added 10.62%
26,104 $4.31 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $10,479 - $14,050
-55 Reduced 0.23%
23,597 $5.01 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $278,852 - $349,634
1,128 Added 5.01%
23,652 $6.01 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $130,890 - $157,382
551 Added 2.51%
22,524 $6.11 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $216,014 - $252,662
1,026 Added 4.9%
21,973 $5.37 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $3.29 Million - $3.99 Million
-16,039 Reduced 43.37%
20,947 $4.44 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $7.68 Million - $9.32 Million
34,887 Added 1662.08%
36,986 $8.23 Million
Q3 2020

Dec 16, 2020

SELL
$185.51 - $281.25 $3.14 Million - $4.76 Million
-16,910 Reduced 88.96%
2,099 $528,000
Q3 2020

Dec 16, 2020

SELL
$185.51 - $281.25 $3.54 Million - $5.36 Million
-19,058 Reduced 50.06%
19,009 $4.78 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $3.28 Million - $4.97 Million
17,680 Added 86.72%
38,067 $9.57 Million
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $151,755 - $216,947
1,132 Added 5.88%
20,387 $3.82 Million
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $82,535 - $128,391
664 Added 3.57%
19,255 $2.77 Million
Q4 2019

Jan 28, 2020

SELL
$142.33 - $164.98 $222,604 - $258,028
-1,564 Reduced 7.76%
18,591 $3.02 Million
Q3 2019

Oct 31, 2019

BUY
$139.72 - $159.97 $121,416 - $139,013
869 Added 4.51%
20,155 $2.99 Million
Q2 2019

Jul 25, 2019

BUY
$145.1 - $165.96 $469,253 - $536,714
3,234 Added 20.15%
19,286 $2.93 Million
Q1 2019

May 09, 2019

BUY
$130.4 - $166.95 $44,466 - $56,929
341 Added 2.17%
16,052 $2.54 Million
Q4 2018

Jan 30, 2019

BUY
$120.67 - $159.86 $134,305 - $177,924
1,113 Added 7.62%
15,711 $2.15 Million
Q3 2018

Nov 07, 2018

BUY
$137.15 - $160.43 $67,889 - $79,412
495 Added 3.51%
14,598 $2.32 Million
Q2 2018

Jul 24, 2018

BUY
$115.3 - $139.8 $81,978 - $99,397
711 Added 5.31%
14,103 $1.92 Million
Q1 2018

May 04, 2018

BUY
$104.03 - $127.99 $95,291 - $117,238
916 Added 7.34%
13,392 $1.56 Million
Q4 2017

Feb 09, 2018

BUY
$93.94 - $108.8 $32,879 - $38,080
350 Added 2.89%
12,476 $1.28 Million
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $1.06 Million - $1.18 Million
12,126
12,126 $1.13 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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