Wolf Group Capital Advisors Salesforce, Inc. Transaction History

Wolf Group Capital Advisors

$234 Million
Q3 2024

A detailed history of Wolf Group Capital Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Wolf Group Capital Advisors holds 7,523 shares of CRM stock, worth $2.57 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

7,523

Previous 7,182 4.75%

Holding current value

$2.57 Million

Previous $1.85 Million 11.54%

% of portfolio

0.88%

Previous 0.74%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$238.42 - $276.53 $81,301 - $94,296	341 Added 4.75%	7,523 $2.06 Million
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $74,341 - $103,916	-341 Reduced 4.53%	7,182 $1.85 Million
Q4 2023 Jan 22, 2024	BUY	$196.25 - $267.25 $40,035 - $54,519	204 Added 2.79%	7,523 $1.98 Million
Q3 2023 Oct 31, 2023	SELL	$202.49 - $234.37 $43,535 - $50,389	-215 Reduced 2.85%	7,319 $1.48 Million
Q2 2023 Jul 31, 2023	SELL	$188.89 - $223.38 $163,578 - $193,447	-866 Reduced 10.31%	7,534 $1.59 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $90,450 - $134,052	-671 Reduced 7.4%	8,400 $1.68 Million
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $28,975 - $37,351	-226 Reduced 2.43%	9,071 $1.2 Million
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $1,150 - $1,530	-8 Reduced 0.09%	9,297 $1.34 Million
Q2 2022 Jul 20, 2022	SELL	$155.6 - $218.85 $76,710 - $107,893	-493 Reduced 5.03%	9,305 $1.54 Million
Q1 2022 Apr 20, 2022	SELL	$190.54 - $255.46 $3.91 Million - $5.24 Million	-20,502 Reduced 67.66%	9,798 $2.08 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $5.04 Million - $6.32 Million	20,382 Added 205.51%	30,300 $7.7 Million
Q3 2021 Oct 20, 2021	SELL	$237.55 - $285.63 $8,551 - $10,282	-36 Reduced 0.36%	9,918 $2.69 Million
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $79,584 - $93,086	378 Added 3.95%	9,954 $2.43 Million
Q1 2021 Apr 19, 2021	BUY	$205.33 - $248.59 $1.97 Million - $2.38 Million	9,576 New	9,576 $2.03 Million

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 $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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Wolf Group Capital Advisors Salesforce, Inc. Transaction History