A detailed history of Sea Crest Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 11,638 shares of CRM stock, worth $4.01 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,638
Previous 12,017 3.15%
Holding current value
$4.01 Million
Previous $3.09 Million 3.11%
% of portfolio
0.35%
Previous 0.36%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$238.42 - $276.53 $90,361 - $104,804
-379 Reduced 3.15%
11,638 $3.19 Million
Q2 2024

Jul 19, 2024

SELL
$218.01 - $304.74 $28,559 - $39,920
-131 Reduced 1.08%
12,017 $3.09 Million
Q1 2024

Apr 18, 2024

SELL
$251.12 - $316.88 $71,820 - $90,627
-286 Reduced 2.3%
12,148 $3.66 Million
Q4 2023

Jan 18, 2024

SELL
$196.25 - $267.25 $25,512 - $34,742
-130 Reduced 1.03%
12,434 $3.27 Million
Q3 2023

Oct 12, 2023

SELL
$202.49 - $234.37 $31,588 - $36,561
-156 Reduced 1.23%
12,564 $2.55 Million
Q2 2023

Jul 14, 2023

BUY
$188.89 - $223.38 $484,502 - $572,969
2,565 Added 25.26%
12,720 $2.69 Million
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $35,856 - $53,141
-266 Reduced 2.55%
10,155 $2.03 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $212,443 - $273,852
-1,657 Reduced 13.72%
10,421 $1.38 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $49,624 - $65,988
-345 Reduced 2.78%
12,078 $1.74 Million
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $476,602 - $670,337
-3,063 Reduced 19.78%
12,423 $2.05 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $64,402 - $86,345
338 Added 2.23%
15,486 $3.29 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $46,969 - $58,892
190 Added 1.27%
15,148 $3.85 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $145,143 - $174,519
611 Added 4.26%
14,958 $4.06 Million
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $6,316 - $7,387
-30 Reduced 0.21%
14,347 $3.51 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $29,772 - $36,045
145 Added 1.02%
14,377 $3.05 Million
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $472,662 - $573,399
2,147 Added 17.77%
14,232 $3.17 Million
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $36,730 - $55,687
-198 Reduced 1.61%
12,085 $3.04 Million
Q2 2020

Jul 27, 2020

BUY
$134.06 - $191.65 $67,566 - $96,591
504 Added 4.28%
12,283 $2.3 Million
Q1 2020

May 13, 2020

SELL
$124.3 - $193.36 $21,006 - $32,677
-169 Reduced 1.41%
11,779 $1.7 Million
Q4 2019

Jan 22, 2020

BUY
$142.33 - $164.98 $195,703 - $226,847
1,375 Added 13.0%
11,948 $1.94 Million
Q3 2019

Oct 15, 2019

BUY
$139.72 - $159.97 $752,811 - $861,918
5,388 Added 103.92%
10,573 $1.57 Million
Q2 2019

Jul 19, 2019

SELL
$145.1 - $165.96 $56,008 - $64,060
-386 Reduced 6.93%
5,185 $787,000
Q1 2019

May 10, 2019

SELL
$130.4 - $166.95 $6,389 - $8,180
-49 Reduced 0.87%
5,571 $882,000
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $34,149 - $45,240
283 Added 5.3%
5,620 $770,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $27,704 - $32,406
202 Added 3.93%
5,337 $849,000
Q2 2018

Aug 03, 2018

BUY
$115.3 - $139.8 $21,215 - $25,723
184 Added 3.72%
5,135 $700,000
Q1 2018

Apr 20, 2018

SELL
$104.03 - $127.99 $7,802 - $9,599
-75 Reduced 1.49%
4,951 $576,000
Q4 2017

Feb 02, 2018

BUY
$93.94 - $108.8 $472,142 - $546,828
5,026
5,026 $514,000

Others Institutions Holding CRM

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...
More about CRM
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