Wunderlich Capital Managemnt Salesforce, Inc. Transaction History

Wunderlich Capital Managemnt

$212 Million
Q2 2024

A detailed history of Wunderlich Capital Managemnt transactions in Salesforce, Inc. stock. As of the latest transaction made, Wunderlich Capital Managemnt holds 13,194 shares of CRM stock, worth $4.35 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

13,194

Previous 12,837 2.78%

Holding current value

$4.35 Million

Previous $3.87 Million 12.26%

% of portfolio

1.6%

Previous 1.83%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $77,829 - $108,792	357 Added 2.78%	13,194 $3.39 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $178,295 - $224,984	-710 Reduced 5.24%	12,837 $3.87 Million
Q4 2023 Feb 15, 2024	SELL	$196.25 - $267.25 $32,381 - $44,096	-165 Reduced 1.2%	13,547 $3.56 Million
Q3 2023 Nov 15, 2023	BUY	$202.49 - $234.37 $2.21 Million - $2.56 Million	10,931 Added 393.06%	13,712 $2.78 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $2.22 Million - $2.57 Million	-10,972 Reduced 79.78%	2,781 $2.78 Million
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $16,622 - $19,657	88 Added 0.64%	13,753 $2.91 Million
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $36,261 - $53,740	269 Added 2.01%	13,665 $2.73 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $17,308 - $22,311	135 Added 1.02%	13,396 $1.78 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $1.91 Million - $2.54 Million	13,261 New	13,261 $1.91 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $1.92 Million - $2.69 Million	-12,309 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $252,648 - $316,779	1,022 Added 9.05%	12,309 $3.13 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $349,436 - $420,161	1,471 Added 14.99%	11,287 $3.06 Million
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $64,635 - $75,601	307 Added 3.23%	9,816 $2.4 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $1.95 Million - $2.36 Million	9,509 New	9,509 $2.02 Million

Others Institutions Holding CRM

# of Institutions

2,947

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 $330B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wunderlich Capital Managemnt, based on Form 13F filings with the SEC.

News

Stay updated on Wunderlich Capital Managemnt with notifications on news.

Account

Wunderlich Capital Managemnt Salesforce, Inc. Transaction History