Wt Wealth Management Salesforce, Inc. Transaction History

Wt Wealth Management

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$155.6 - $218.85 $1.08 Million - $1.51 Million	-6,909 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $201,210 - $269,765	1,056 Added 18.04%	6,909 $1.47 Million
Q4 2021 Jan 19, 2022	SELL	$247.21 - $309.96 $82,568 - $103,526	-334 Reduced 5.4%	5,853 $1.49 Million
Q3 2021 Oct 15, 2021	BUY	$237.55 - $285.63 $96,920 - $116,537	408 Added 7.06%	6,187 $1.68 Million
Q2 2021 Jul 19, 2021	BUY	$210.54 - $246.26 $121,060 - $141,599	575 Added 11.05%	5,779 $1.41 Million
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $45,993 - $55,684	-224 Reduced 4.13%	5,204 $1.1 Million
Q4 2020 Feb 01, 2021	BUY	$220.15 - $267.07 $467,598 - $567,256	2,124 Added 64.29%	5,428 $1.21 Million
Q3 2020 Oct 30, 2020	BUY	$185.51 - $281.25 $36,545 - $55,406	197 Added 6.34%	3,304 $830,000
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $42,228 - $60,369	315 Added 11.28%	3,107 $582,000
Q1 2020 May 13, 2020	BUY	$124.3 - $193.36 $8,576 - $13,341	69 Added 2.53%	2,792 $401,000
Q4 2019 Jan 27, 2020	SELL	$142.33 - $164.98 $9,393 - $10,888	-66 Reduced 2.37%	2,723 $442,000
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $389,679 - $446,156	2,789 New	2,789 $414,000

2,949

726M

15.5M

15.6M

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...

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Wt Wealth Management with notifications on news.