A detailed history of Winch Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Winch Advisory Services, LLC holds 12,807 shares of CRM stock, worth $4.38 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
12,807
Previous 12,889 0.64%
Holding current value
$4.38 Million
Previous $3.31 Million 5.8%
% of portfolio
1.02%
Previous 0.99%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$238.42 - $276.53 $19,550 - $22,675
-82 Reduced 0.64%
12,807 $3.51 Million
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $71,289 - $99,649
327 Added 2.6%
12,889 $3.31 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $4,017 - $5,070
16 Added 0.13%
12,562 $3.78 Million
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $23,157 - $31,535
118 Added 0.95%
12,546 $3.3 Million
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $39,485 - $45,702
-195 Reduced 1.54%
12,428 $2.52 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $52,889 - $62,546
-280 Reduced 2.17%
12,623 $2.67 Million
Q1 2023

May 10, 2023

SELL
$134.8 - $199.78 $22,376 - $33,163
-166 Reduced 1.27%
12,903 $2.58 Million
Q4 2022

Jan 26, 2023

SELL
$128.21 - $165.27 $104,362 - $134,529
-814 Reduced 5.86%
13,069 $1.73 Million
Q3 2022

Oct 31, 2022

SELL
$143.84 - $191.27 $38,836 - $51,642
-270 Reduced 1.91%
13,883 $2 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $81,690 - $114,896
-525 Reduced 3.58%
14,153 $2.34 Million
Q1 2022

Apr 26, 2022

SELL
$190.54 - $255.46 $146,525 - $196,448
-769 Reduced 4.98%
14,678 $3.12 Million
Q4 2021

Feb 04, 2022

SELL
$247.21 - $309.96 $2,472 - $3,099
-10 Reduced 0.06%
15,447 $3.93 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $97,633 - $117,393
411 Added 2.73%
15,457 $4.19 Million
Q2 2021

Aug 05, 2021

BUY
$210.54 - $246.26 $12,842 - $15,021
61 Added 0.41%
15,046 $3.68 Million
Q1 2021

May 03, 2021

BUY
$205.33 - $248.59 $177,199 - $214,533
863 Added 6.11%
14,985 $3.18 Million
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $25,757 - $31,247
117 Added 0.84%
14,122 $3.14 Million
Q3 2020

Nov 04, 2020

SELL
$185.51 - $281.25 $11,316 - $17,156
-61 Reduced 0.43%
14,005 $3.52 Million
Q2 2020

Aug 12, 2020

SELL
$134.06 - $191.65 $49,065 - $70,143
-366 Reduced 2.54%
14,066 $2.64 Million
Q1 2020

May 13, 2020

SELL
$124.3 - $193.36 $1.11 Million - $1.73 Million
-8,942 Reduced 38.26%
14,432 $2.08 Million
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $83,547 - $96,843
-587 Reduced 2.45%
23,374 $3.8 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $20,538 - $23,515
147 Added 0.62%
23,961 $3.56 Million
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $169,912 - $194,339
1,171 Added 5.17%
23,814 $3.61 Million
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $111,622 - $142,909
856 Added 3.93%
22,643 $3.59 Million
Q4 2018

Feb 05, 2019

BUY
$120.67 - $159.86 $74,091 - $98,154
614 Added 2.9%
21,787 $2.98 Million
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $249,750 - $292,143
1,821 Added 9.41%
21,173 $3.37 Million
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $2.23 Million - $2.71 Million
19,352 New
19,352 $2.64 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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