A detailed history of Tradition Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 1,396 shares of CRM stock, worth $480,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,396
Previous 1,543 9.53%
Holding current value
$480,824
Previous $396,000 3.54%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $35,047 - $40,649
-147 Reduced 9.53%
1,396 $382,000
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $3,706 - $5,180
17 Added 1.11%
1,543 $396,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $16,825 - $21,230
67 Added 4.59%
1,526 $459,000
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $392 - $534
-2 Reduced 0.14%
1,459 $384,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $7,087 - $8,202
35 Added 2.45%
1,461 $296,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $9,633 - $11,392
51 Added 3.71%
1,426 $301,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $21,837 - $32,364
-162 Reduced 10.54%
1,375 $275,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $55,130 - $71,066
-430 Reduced 21.86%
1,537 $204,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $21,000 - $27,925
-146 Reduced 6.91%
1,967 $283,000
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $32,053 - $45,083
-206 Reduced 8.88%
2,113 $349,000
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $61,353 - $82,258
-322 Reduced 12.19%
2,319 $492,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $988 - $1,239
4 Added 0.15%
2,641 $671,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $66,514 - $79,976
280 Added 11.88%
2,637 $715,000
Q2 2021

Aug 09, 2021

SELL
$210.54 - $246.26 $108,849 - $127,316
-517 Reduced 17.99%
2,357 $576,000
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $97,737 - $118,328
476 Added 19.85%
2,874 $609,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $527,919 - $640,433
2,398 New
2,398 $534,000

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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