Williams Jones Wealth Management, Llc. Salesforce, Inc. Transaction History

Williams Jones Wealth Management, Llc.

$7.73 Billion
Q1 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,167 shares of CRM stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,167

Previous 2,224 87.37%

Holding current value

$1.09 Million

Previous $585,000 114.53%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$251.12 - $316.88 $487,926 - $615,697	1,943 Added 87.37%	4,167 $1.26 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $63,781 - $86,856	-325 Reduced 12.75%	2,224 $585,000
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $321,756 - $372,413	-1,589 Reduced 38.4%	2,549 $516,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $183,601 - $217,125	-972 Reduced 19.02%	4,138 $874,000
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $11.9 Million - $17.7 Million	-88,579 Reduced 94.55%	5,110 $1.02 Million

Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $6.59 Million - $8.5 Million	-51,429 Reduced 35.44%	93,689 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $983,577 - $1.31 Million	-6,838 Reduced 4.5%	145,118 $20.9 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $1.24 Million - $1.74 Million	-7,941 Reduced 4.97%	151,956 $25.1 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $170,533 - $228,636	895 Added 0.56%	159,897 $33.9 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $771,047 - $966,765	3,119 Added 2.0%	159,002 $40.4 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $432,103 - $519,560	1,819 Added 1.18%	155,883 $42.3 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $10,105 - $11,820	-48 Reduced 0.03%	154,064 $37.6 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $933,224 - $1.13 Million	4,545 Added 3.04%	154,112 $32.7 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $723,853 - $878,126	3,288 Added 2.25%	149,567 $33.3 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $448,006 - $679,218	2,415 Added 1.68%	146,279 $36.8 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $424,836 - $607,338	3,169 Added 2.25%	143,864 $27 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $435,671 - $677,726	3,505 Added 2.55%	140,695 $20.3 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $12.2 Million - $14.1 Million	85,601 Added 165.93%	137,190 $22.3 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $7.21 Million - $8.25 Million	51,589 New	51,589 $7.66 Million

Others Institutions Holding CRM

# of Institutions

2,968

Shares Held

739M

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 $263B
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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Williams Jones Wealth Management, Llc. Salesforce, Inc. Transaction History