Sutton Wealth Advisors Inc. Salesforce, Inc. Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 637 shares of CRM stock, worth $150,988. This represents 0.06% of its overall portfolio holdings.

Number of Shares

637

Previous 661 3.63%

Holding current value

$150,988

Previous $140 Million 7.5%

% of portfolio

0.06%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $4,859 - $5,624	-24 Reduced 3.63%	637 $129 Million
Q2 2023 Nov 08, 2023	BUY	$188.89 - $223.38 $61,389 - $72,598	325 Added 96.73%	661 $140 Million
Q1 2023 Nov 07, 2023	SELL	$134.8 - $199.78 $258,007 - $382,378	-1,914 Reduced 85.07%	336 $67.1 Million
Q4 2022 Nov 07, 2023	SELL	$128.21 - $165.27 $15,898 - $20,493	-124 Reduced 5.22%	2,250 $298 Million
Q3 2022 Nov 07, 2023	SELL	$143.84 - $191.27 $7,335 - $9,754	-51 Reduced 2.1%	2,374 $341 Million

Q2 2022 Nov 07, 2023	BUY	$155.6 - $218.85 $10,580 - $14,881	68 Added 2.89%	2,425 $400 Million
Q1 2022 Nov 07, 2023	BUY	$190.54 - $255.46 $4,001 - $5,364	21 Added 0.9%	2,357 $500 Million
Q4 2021 Nov 07, 2023	SELL	$247.21 - $309.96 $494 - $619	-2 Reduced 0.09%	2,336 $594 Million
Q3 2021 Nov 07, 2023	BUY	$237.55 - $285.63 $22,092 - $26,563	93 Added 4.14%	2,338 $634 Million
Q2 2021 Nov 07, 2023	BUY	$210.54 - $246.26 $20,632 - $24,133	98 Added 4.56%	2,245 $548 Million
Q1 2021 Nov 07, 2023	SELL	$205.33 - $248.59 $821 - $994	-4 Reduced 0.19%	2,147 $455 Million
Q4 2020 Nov 07, 2023	BUY	$220.15 - $267.07 $3,962 - $4,807	18 Added 0.84%	2,151 $479 Million
Q3 2020 Nov 07, 2023	BUY	$185.51 - $281.25 $4,081 - $6,187	22 Added 1.04%	2,133 $536 Million
Q2 2020 Nov 07, 2023	SELL	$134.06 - $191.65 $14,344 - $20,506	-107 Reduced 4.82%	2,111 $395 Million
Q1 2020 Nov 07, 2023	BUY	$124.3 - $193.36 $3,356 - $5,220	27 Added 1.23%	2,218 $319 Million
Q4 2019 Nov 07, 2023	SELL	$142.33 - $164.98 $569 - $659	-4 Reduced 0.18%	2,191 $356 Million
Q3 2019 Nov 07, 2023	BUY	$139.72 - $159.97 $25,289 - $28,954	181 Added 8.99%	2,195 $326 Million
Q2 2019 Nov 06, 2023	BUY	$145.1 - $165.96 $1,451 - $1,659	10 Added 0.5%	2,014 $306 Million
Q1 2019 Nov 06, 2023	BUY	$130.4 - $166.95 $2,999 - $3,839	23 Added 1.16%	2,004 $317 Million
Q4 2018 Nov 06, 2023	BUY	$120.67 - $159.86 $14,601 - $19,343	121 Added 6.51%	1,981 $271 Million
Q2 2017 Nov 06, 2023	BUY	N/A	18 Added 0.98%	1,860 $161 Million
Q1 2017 Nov 06, 2023	SELL	N/A	-16 Reduced 0.86%	1,842 $152 Million
Q4 2016 Nov 06, 2023	BUY	N/A	33 Added 1.81%	1,858 $127 Million
Q1 2016 Nov 06, 2023	BUY	N/A	1,825	1,825 $135 Million

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

765M

Call Options Held

24.1M

Put Options Held

22M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
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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Sutton Wealth Advisors Inc. Salesforce, Inc. Transaction History