Woodmont Investment Counsel LLC Salesforce, Inc. Transaction History

Woodmont Investment Counsel LLC

$1.32 Billion
Q3 2024

A detailed history of Woodmont Investment Counsel LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 18,540 shares of CRM stock, worth $6.39 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

18,540

Previous 18,257 1.55%

Holding current value

$6.39 Million

Previous $4.69 Million 8.12%

% of portfolio

0.38%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$238.42 - $276.53 $67,472 - $78,257	283 Added 1.55%	18,540 $5.07 Million
Q2 2024 Jul 18, 2024	BUY	$218.01 - $304.74 $78,701 - $110,011	361 Added 2.02%	18,257 $4.69 Million
Q1 2024 Apr 18, 2024	BUY	$251.12 - $316.88 $5,022 - $6,337	20 Added 0.11%	17,896 $5.39 Million
Q4 2023 Jan 19, 2024	SELL	$196.25 - $267.25 $15,896 - $21,647	-81 Reduced 0.45%	17,876 $4.7 Million
Q3 2023 Oct 24, 2023	SELL	$202.49 - $234.37 $73,301 - $84,841	-362 Reduced 1.98%	17,957 $3.64 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $14,922 - $17,647	-79 Reduced 0.43%	18,319 $3.87 Million
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $464,520 - $688,441	3,446 Added 23.05%	18,398 $3.68 Million
Q4 2022 Jan 31, 2023	BUY	$128.21 - $165.27 $428,093 - $551,836	3,339 Added 28.75%	14,952 $1.98 Million
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $790,688 - $1.05 Million	5,497 Added 89.88%	11,613 $1.67 Million
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $772,242 - $1.09 Million	4,963 Added 430.44%	6,116 $1.01 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $2,667 - $3,576	14 Added 1.23%	1,153 $245,000
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $8,652 - $10,848	35 Added 3.17%	1,139 $289,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $950 - $1,142	4 Added 0.36%	1,104 $299,000
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $21,054 - $24,626	100 Added 10.0%	1,100 $269,000
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $185,510 - $281,250	1,000 New	1,000 $251,000
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $456,400 - $584,325	-3,500 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $422,345 - $559,510	3,500 New	3,500 $479,000

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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Woodmont Investment Counsel LLC Salesforce, Inc. Transaction History