Wms Partners, LLC Salesforce, Inc. Transaction History

Wms Partners, LLC

$1.7 Billion
Q3 2024

A detailed history of Wms Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wms Partners, LLC holds 1,541 shares of CRM stock, worth $530,766. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,541

Previous 1,498 2.87%

Holding current value

$530,766

Previous $385,000 9.35%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $10,252 - $11,890	43 Added 2.87%	1,541 $421,000
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $39,023 - $54,548	179 Added 13.57%	1,498 $385,000
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $33,147 - $41,828	132 Added 11.12%	1,319 $397,000
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $4,121 - $5,612	-21 Reduced 1.74%	1,187 $312,000
Q3 2023 Nov 09, 2023	SELL	$202.49 - $234.37 $63,379 - $73,357	-313 Reduced 20.58%	1,208 $244,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $24,366 - $28,816	-129 Reduced 7.82%	1,521 $321,000
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $9,436 - $13,984	-70 Reduced 4.07%	1,650 $329,000
Q3 2022 Nov 08, 2022	SELL	$143.84 - $191.27 $18,843 - $25,056	-131 Reduced 7.08%	1,720 $247,000
Q2 2022 Aug 05, 2022	BUY	$155.6 - $218.85 $40,300 - $56,682	259 Added 16.27%	1,851 $305,000
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $13,337 - $17,882	70 Added 4.6%	1,592 $338,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $22,990 - $28,826	93 Added 6.51%	1,522 $387,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $68,651 - $82,547	289 Added 25.35%	1,429 $388,000
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $1,052 - $1,231	5 Added 0.44%	1,140 $278,000
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $124,840 - $151,142	-608 Reduced 34.88%	1,135 $240,000
Q4 2020 Feb 17, 2021	BUY	$220.15 - $267.07 $11,227 - $13,620	51 Added 3.01%	1,743 $388,000
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $6,492 - $9,843	-35 Reduced 2.03%	1,692 $425,000
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $17,526 - $27,263	-141 Reduced 7.55%	1,727 $249,000
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $260,996 - $298,823	1,868 New	1,868 $277,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $191,744 - $254,017	-1,589 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $183,211 - $222,142	1,589 New	1,589 $217,000

Others Institutions Holding CRM

# of Institutions

2,949

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 $344B
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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