A detailed history of Wsfs Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 6,373 shares of CRM stock, worth $2.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,373
Previous 10,384 38.63%
Holding current value
$2.2 Million
Previous $2.67 Million 34.66%
% of portfolio
0.1%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$238.42 - $276.53 $956,302 - $1.11 Million
-4,011 Reduced 38.63%
6,373 $1.74 Million
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $53,848 - $75,270
-247 Reduced 2.32%
10,384 $2.67 Million
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $97,936 - $123,583
-390 Reduced 3.54%
10,631 $3.2 Million
Q4 2023

Feb 02, 2024

SELL
$196.25 - $267.25 $29,045 - $39,553
-148 Reduced 1.33%
11,021 $2.9 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $587,018 - $679,438
2,899 Added 35.05%
11,169 $2.26 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $526,436 - $622,560
-2,787 Reduced 25.21%
8,270 $1.75 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $7,683 - $11,387
57 Added 0.52%
11,057 $2.21 Million
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $396,938 - $511,675
3,096 Added 39.17%
11,000 $1.46 Million
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $14,384 - $19,127
100 Added 1.28%
7,904 $1.14 Million
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $37,966 - $53,399
-244 Reduced 3.03%
7,804 $1.29 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $1.53 Million - $2.06 Million
8,048 New
8,048 $1.71 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 $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...
More about CRM
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