Janiczek Wealth Management, LLC Salesforce, Inc. Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,106 shares of CRM stock, worth $377,942. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,106

Previous 1,286 14.0%

Holding current value

$377,942

Previous $387,000 26.61%

% of portfolio

0.06%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$218.01 - $304.74 $39,241 - $54,853	-180 Reduced 14.0%	1,106 $284,000
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $22,349 - $28,202	89 Added 7.44%	1,286 $387,000
Q4 2023 Jan 26, 2024	SELL	$196.25 - $267.25 $12,560 - $17,104	-64 Reduced 5.08%	1,197 $314,000
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $3,644 - $4,218	18 Added 1.45%	1,261 $255,000
Q2 2023 Jul 11, 2023	BUY	$188.89 - $223.38 $3,777 - $4,467	20 Added 1.64%	1,243 $262,000
Q1 2023 Apr 21, 2023	BUY	$134.8 - $199.78 $14,423 - $21,376	107 Added 9.59%	1,223 $244,000
Q4 2022 Jan 20, 2023	BUY	$128.21 - $165.27 $76,669 - $98,831	598 Added 115.44%	1,116 $0
Q3 2022 Oct 17, 2022	SELL	$143.84 - $191.27 $87,742 - $116,674	-610 Reduced 54.08%	518 $75,000
Q2 2022 Aug 03, 2022	BUY	$155.6 - $218.85 $54,148 - $76,159	348 Added 44.62%	1,128 $208,000
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $33,916 - $45,471	-178 Reduced 18.58%	780 $166,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $494 - $619	-2 Reduced 0.21%	958 $243,000
Q3 2021 Oct 19, 2021	BUY	$237.55 - $285.63 $45,609 - $54,840	192 Added 25.0%	960 $260,000
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $25,054 - $29,304	119 Added 18.34%	768 $188,000
Q1 2021 Apr 28, 2021	BUY	$205.33 - $248.59 $45,172 - $54,689	220 Added 51.28%	649 $138,000
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $9,686 - $11,751	44 Added 11.43%	429 $95,000
Q3 2020 Oct 19, 2020	BUY	$185.51 - $281.25 $17,066 - $25,875	92 Added 31.4%	385 $97,000
Q2 2020 Jul 17, 2020	BUY	$134.06 - $191.65 $12,467 - $17,823	93 Added 46.5%	293 $55,000
Q1 2019 May 02, 2019	BUY	$130.4 - $166.95 $26,080 - $33,390	200 New	200 $32,000

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 $342B
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 Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.

Account

Janiczek Wealth Management, LLC Salesforce, Inc. Transaction History