Wood Trust Financial Corp Salesforce, Inc. Transaction History

Wood Trust Financial Corp

$694 Million
Q3 2024

A detailed history of Wood Trust Financial Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Wood Trust Financial Corp holds 58,198 shares of CRM stock, worth $20.4 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

58,198

Previous 56,301 3.37%

Holding current value

$20.4 Million

Previous $14.5 Million 10.04%

% of portfolio

2.3%

Previous 2.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$238.42 - $276.53 $452,282 - $524,577	1,897 Added 3.37%	58,198 $15.9 Million
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

# of Institutions

2,950

Shares Held

728M

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 $351B
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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Wood Trust Financial Corp Salesforce, Inc. Transaction History