1776 Wealth LLC Salesforce, Inc. Transaction History

1776 Wealth LLC

$213 Million
Q3 2024

A detailed history of 1776 Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, 1776 Wealth LLC holds 6,666 shares of CRM stock, worth $2.3 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

6,666

Previous 6,864 2.88%

Holding current value

$2.3 Million

Previous $1.76 Million 3.4%

% of portfolio

0.86%

Previous 0.83%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$238.42 - $276.53 $47,207 - $54,752	-198 Reduced 2.88%	6,666 $1.82 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $47,090 - $65,823	216 Added 3.25%	6,864 $1.76 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $8,286 - $10,457	-33 Reduced 0.49%	6,648 $2 Million
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $63,467 - $75,055	336 Added 5.3%	6,681 $1.41 Million
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $101,774 - $150,833	755 Added 13.51%	6,345 $1.27 Million
Q4 2022 Feb 15, 2023	SELL	$128.21 - $165.27 $9,231 - $11,899	-72 Reduced 1.27%	5,590 $741,000
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $71,920 - $95,635	500 Added 9.69%	5,662 $814,000
Q2 2022 Jul 29, 2022	BUY	$155.6 - $218.85 $171,160 - $240,735	1,100 Added 27.08%	5,162 $852,000
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $399,943 - $536,210	2,099 Added 106.93%	4,062 $862,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $41,531 - $52,073	168 Added 9.36%	1,963 $499,000
Q3 2021 Oct 21, 2021	BUY	$237.55 - $285.63 $64,613 - $77,691	272 Added 17.86%	1,795 $487,000
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $21,054 - $24,626	100 Added 7.03%	1,523 $372,000
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $7,186 - $8,700	-35 Reduced 2.4%	1,423 $301,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $4,182 - $5,074	19 Added 1.32%	1,458 $324,000
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $742 - $1,125	-4 Reduced 0.28%	1,439 $361,000
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $133,389 - $190,691	995 Added 222.1%	1,443 $270,000
Q1 2020 Apr 23, 2020	BUY	$124.3 - $193.36 $24,611 - $38,285	198 Added 79.2%	448 $64,000
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $35,582 - $41,245	250 New	250 $40,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $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...

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