A detailed history of Wood Trust Financial Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Wood Trust Financial Corp holds 56,301 shares of CRM stock, worth $16.2 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
56,301
Previous 56,262 0.07%
Holding current value
$16.2 Million
Previous $16.9 Million 14.58%
% of portfolio
2.25%
Previous 2.68%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $8,502 - $11,884
39 Added 0.07%
56,301 $14.5 Million
Q1 2024

Apr 17, 2024

SELL
$251.12 - $316.88 $429,666 - $542,181
-1,711 Reduced 2.95%
56,262 $16.9 Million
Q4 2023

Jan 23, 2024

SELL
$196.25 - $267.25 $175,643 - $239,188
-895 Reduced 1.52%
57,973 $15.3 Million
Q3 2023

Oct 16, 2023

SELL
$202.49 - $234.37 $145,590 - $168,512
-719 Reduced 1.21%
58,868 $11.9 Million
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $341,513 - $403,871
1,808 Added 3.13%
59,587 $12.6 Million
Q1 2023

Apr 14, 2023

BUY
$134.8 - $199.78 $1.08 Million - $1.6 Million
7,988 Added 16.04%
57,779 $11.5 Million
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $2.54 Million - $3.28 Million
19,839 Added 66.24%
49,791 $6.6 Million
Q3 2022

Oct 28, 2022

BUY
$143.84 - $191.27 $176,635 - $234,879
1,228 Added 4.28%
29,952 $4.31 Million
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $271,210 - $381,455
1,743 Added 6.46%
28,724 $4.74 Million
Q1 2022

Apr 25, 2022

BUY
$190.54 - $255.46 $361,835 - $485,118
1,899 Added 7.57%
26,981 $5.73 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $272,919 - $342,195
1,104 Added 4.6%
25,082 $6.37 Million
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $737,117 - $886,309
3,103 Added 14.86%
23,978 $6.5 Million
Q2 2021

Aug 03, 2021

BUY
$210.54 - $246.26 $118,534 - $138,644
563 Added 2.77%
20,875 $5.1 Million
Q1 2021

Apr 22, 2021

SELL
$205.33 - $248.59 $247,833 - $300,048
-1,207 Reduced 5.61%
20,312 $4.3 Million
Q4 2020

Jan 21, 2021

SELL
$220.15 - $267.07 $472,662 - $573,399
-2,147 Reduced 9.07%
21,519 $4.79 Million
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $30,238 - $45,843
163 Added 0.69%
23,666 $5.95 Million
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $1.23 Million - $1.76 Million
9,160 Added 63.86%
23,503 $4.4 Million
Q1 2020

Apr 07, 2020

BUY
$124.3 - $193.36 $1.78 Million - $2.77 Million
14,343 New
14,343 $2.07 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 $288B
  • 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
Track This Portfolio

Track Wood Trust Financial Corp Portfolio

Follow Wood Trust Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Trust Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wood Trust Financial Corp with notifications on news.