Tci Wealth Advisors, Inc. Salesforce, Inc. Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,612 shares of CRM stock, worth $555,221. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,612

Previous 1,400 15.14%

Holding current value

$555,221

Previous $359,000 22.84%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$238.42 - $276.53 $50,545 - $58,624	212 Added 15.14%	1,612 $441,000
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $23,109 - $32,302	-106 Reduced 7.04%	1,400 $359,000
Q1 2024 May 07, 2024	BUY	$251.12 - $316.88 $22,600 - $28,519	90 Added 6.36%	1,506 $453,000
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $4,710 - $6,414	-24 Reduced 1.67%	1,416 $372,000
Q3 2023 Oct 31, 2023	BUY	$202.49 - $234.37 $1,214 - $1,406	6 Added 0.42%	1,440 $292,000
Q2 2023 Aug 04, 2023	SELL	$188.89 - $223.38 $5,100 - $6,031	-27 Reduced 1.85%	1,434 $302,000
Q1 2023 May 03, 2023	SELL	$134.8 - $199.78 $8,762 - $12,985	-65 Reduced 4.26%	1,461 $291,000
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $38,463 - $49,581	-300 Reduced 16.43%	1,526 $202,000
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $15,247 - $20,274	106 Added 6.16%	1,826 $263,000
Q2 2022 Jul 19, 2022	BUY	$155.6 - $218.85 $23,340 - $32,827	150 Added 9.55%	1,720 $284,000
Q1 2022 Apr 29, 2022	BUY	$190.54 - $255.46 $26,675 - $35,764	140 Added 9.79%	1,570 $334,000
Q4 2021 Jan 24, 2022	SELL	$247.21 - $309.96 $7,169 - $8,988	-29 Reduced 1.99%	1,430 $363,000
Q3 2021 Oct 29, 2021	SELL	$237.55 - $285.63 $10,452 - $12,567	-44 Reduced 2.93%	1,459 $396,000
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $10,948 - $12,805	52 Added 3.58%	1,503 $367,000
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $17,247 - $20,881	84 Added 6.14%	1,451 $307,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $10,126 - $12,285	46 Added 3.48%	1,367 $304,000
Q3 2020 Oct 20, 2020	SELL	$185.51 - $281.25 $47,676 - $72,281	-257 Reduced 16.29%	1,321 $332,000
Q2 2020 Jul 20, 2020	SELL	$134.06 - $191.65 $6,300 - $9,007	-47 Reduced 2.89%	1,578 $296,000
Q1 2020 Apr 14, 2020	BUY	$124.3 - $193.36 $30,950 - $48,146	249 Added 18.1%	1,625 $234,000
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $26,615 - $30,851	187 Added 15.73%	1,376 $224,000
Q2 2019 Jul 23, 2019	SELL	$145.1 - $165.96 $5,949 - $6,804	-41 Reduced 3.33%	1,189 $180,000
Q1 2019 Apr 11, 2019	SELL	$130.4 - $166.95 $2,477 - $3,172	-19 Reduced 1.52%	1,230 $195,000
Q4 2018 Jan 17, 2019	BUY	$120.67 - $159.86 $2,051 - $2,717	17 Added 1.38%	1,249 $171,000
Q3 2018 Nov 02, 2018	BUY	$137.15 - $160.43 $17,006 - $19,893	124 Added 11.19%	1,232 $196,000
Q2 2018 Jul 27, 2018	BUY	$115.3 - $139.8 $24,558 - $29,777	213 Added 23.8%	1,108 $151,000
Q3 2017 Oct 24, 2017	SELL	$87.63 - $97.71 $7,974 - $8,891	-91 Reduced 9.23%	895 $84,000
Q2 2017 Aug 10, 2017	BUY	N/A	986	986 $85,000

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Salesforce, Inc. Transaction History