A detailed history of Wny Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wny Asset Management, LLC holds 1,490 shares of CRM stock, worth $381,723. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,490
Previous 1,572 5.22%
Holding current value
$381,723
Previous $413,000 8.47%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 07, 2024

SELL
$251.12 - $316.88 $20,591 - $25,984
-82 Reduced 5.22%
1,490 $448,000
Q4 2023

Feb 21, 2024

BUY
$196.25 - $267.25 $2,943 - $4,008
15 Added 0.96%
1,572 $413,000
Q3 2023

Dec 14, 2023

SELL
$202.49 - $234.37 $44,547 - $51,561
-220 Reduced 12.38%
1,557 $315,000
Q2 2023

Aug 03, 2023

SELL
$188.89 - $223.38 $10,388 - $12,285
-55 Reduced 3.0%
1,777 $375,000
Q1 2023

May 02, 2023

SELL
$134.8 - $199.78 $6,740 - $9,989
-50 Reduced 2.66%
1,832 $365,000
Q3 2022

Oct 25, 2022

SELL
$143.84 - $191.27 $14,671 - $19,509
-102 Reduced 5.14%
1,882 $271,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $14,626 - $20,571
-94 Reduced 4.52%
1,984 $327,000
Q1 2022

Apr 19, 2022

SELL
$190.54 - $255.46 $50,302 - $67,441
-264 Reduced 11.27%
2,078 $440,000
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $70,454 - $88,338
-285 Reduced 10.85%
2,342 $595,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $119,250 - $143,386
502 Added 23.62%
2,627 $713,000
Q2 2021

Jul 14, 2021

BUY
$210.54 - $246.26 $124,218 - $145,293
590 Added 38.44%
2,125 $518,000
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $315,181 - $381,585
1,535 New
1,535 $328,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $256B
  • 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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