Walled Lake Planning & Wealth Management, LLC Salesforce, Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $39,800 - $49,903	-161 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $237 - $285	1 Added 0.63%	161 $44,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $14,373 - $17,401	70 Added 77.78%	160 $34,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $6,307 - $9,562	34 Added 60.71%	90 $23,000
Q2 2020 Aug 18, 2020	BUY	$134.06 - $191.65 $2,681 - $3,833	20 Added 55.56%	56 $10,000
Q4 2019 May 15, 2020	BUY	$142.33 - $164.98 $5,123 - $5,939	36 New	36 $6,000

Others Institutions Holding CRM

# of Institutions

3,030

Shares Held

729M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$24.9 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.4 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.13 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.6 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $334B
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...

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