York Bridge Wealth Partners, LLC Salesforce, Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 34,067 shares of CRM stock, worth $8.61 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

34,067

Previous 37,139 8.27%

Holding current value

$8.61 Million

Previous $5.34 Million 15.44%

% of portfolio

1.15%

Previous 1.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $393,861 - $507,709	-3,072 Reduced 8.27%	34,067 $0
Q3 2022 Oct 18, 2022	BUY	$143.84 - $191.27 $523,146 - $695,648	3,637 Added 10.86%	37,139 $5.34 Million
Q2 2022 Jul 15, 2022	SELL	$155.6 - $218.85 $61,150 - $86,008	-393 Reduced 1.16%	33,502 $5.53 Million
Q1 2022 Apr 15, 2022	BUY	$190.54 - $255.46 $1.92 Million - $2.58 Million	10,092 Added 42.4%	33,895 $7.2 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $267,234 - $335,066	1,081 Added 4.76%	23,803 $6.05 Million

Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $235,887 - $283,630	993 Added 4.57%	22,722 $6.16 Million
Q2 2021 Jul 22, 2021	BUY	$210.54 - $246.26 $18,106 - $21,178	86 Added 0.4%	21,729 $5.31 Million
Q1 2021 Apr 15, 2021	BUY	$205.33 - $248.59 $956,221 - $1.16 Million	4,657 Added 27.42%	21,643 $4.59 Million
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $200,556 - $243,300	911 Added 5.67%	16,986 $3.78 Million
Q3 2020 Oct 19, 2020	BUY	$185.51 - $281.25 $378,811 - $574,312	2,042 Added 14.55%	16,075 $4.04 Million
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $367,190 - $524,929	2,739 Added 24.25%	14,033 $2.63 Million
Q1 2020 Apr 16, 2020	BUY	$124.3 - $193.36 $533,868 - $830,481	4,295 Added 61.37%	11,294 $1.63 Million
Q4 2019 Jan 17, 2020	BUY	$142.33 - $164.98 $996,167 - $1.15 Million	6,999 New	6,999 $1.14 Million
Q3 2019 Oct 21, 2019	SELL	$139.72 - $159.97 $163,472 - $187,164	-1,170 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$130.4 - $166.95 $6,520 - $8,347	-50 Reduced 4.1%	1,170 $185,000
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $48,268 - $63,944	400 Added 48.78%	1,220 $167,000
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $1.15 Million - $1.34 Million	-8,367 Reduced 91.07%	820 $131,000
Q2 2018 Aug 10, 2018	SELL	$115.3 - $139.8 $5,765 - $6,990	-50 Reduced 0.54%	9,187 $1.25 Million
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $10,715 - $13,182	-103 Reduced 1.1%	9,237 $1.12 Million
Q4 2017 Feb 12, 2018	BUY	$93.94 - $108.8 $27,712 - $32,096	295 Added 3.26%	9,340 $1.01 Million
Q3 2017 Oct 27, 2017	BUY	$87.63 - $97.71 $20,154 - $22,473	230 Added 2.61%	9,045 $845,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,815	8,815 $759,000

Others Institutions Holding CRM

# of Institutions

2,994

Shares Held

737M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $253B
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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York Bridge Wealth Partners, LLC Salesforce, Inc. Transaction History