A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 58,713 shares of CRM stock, worth $14.7 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
58,713
Previous 58,529 0.31%
Holding current value
$14.7 Million
Previous $15.4 Million 14.82%
% of portfolio
0.5%
Previous 0.47%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $46,206 - $58,305
184 Added 0.31%
58,713 $17.7 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $17,073 - $23,250
87 Added 0.15%
58,529 $15.4 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $98,410 - $113,903
486 Added 0.84%
58,442 $11.9 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $1.06 Million - $1.25 Million
-5,595 Reduced 8.8%
57,956 $12.2 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $774,695 - $1.15 Million
5,747 Added 9.94%
63,551 $12.7 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $146,415 - $188,738
-1,142 Reduced 1.94%
57,804 $7.67 Million
Q3 2022

Oct 31, 2022

BUY
$143.84 - $191.27 $483,877 - $643,432
3,364 Added 6.05%
58,946 $8.48 Million
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $280,546 - $394,586
1,803 Added 3.35%
55,582 $9.17 Million
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $1.13 Million - $1.52 Million
5,937 Added 12.41%
53,779 $9.59 Million
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $343,869 - $431,154
1,391 Added 2.99%
47,842 $12.2 Million
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $260,117 - $312,764
1,095 Added 2.41%
46,451 $12.6 Million
Q2 2021

Aug 04, 2021

BUY
$210.54 - $246.26 $457,713 - $535,369
2,174 Added 5.03%
45,356 $11.1 Million
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $546,588 - $661,746
2,662 Added 6.57%
43,182 $9.15 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $703,599 - $853,555
3,196 Added 8.56%
40,520 $9.02 Million
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $173,637 - $263,250
936 Added 2.57%
37,324 $9.38 Million
Q2 2020

Jul 31, 2020

BUY
$134.06 - $191.65 $505,808 - $723,095
3,773 Added 11.57%
36,388 $6.82 Million
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $396,889 - $617,398
3,193 Added 10.85%
32,615 $4.7 Million
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $540,000 - $625,934
3,794 Added 14.8%
29,422 $4.79 Million
Q3 2019

Nov 06, 2019

BUY
$139.72 - $159.97 $177,584 - $203,321
1,271 Added 5.22%
25,628 $3.8 Million
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $3.53 Million - $4.04 Million
24,357 New
24,357 $3.7 Million
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $90,140 - $119,415
-747 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $102,451 - $119,841
747 New
747 $119,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $250B
  • 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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