A detailed history of Wealthcare Advisory Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 9,389 shares of CRM stock, worth $3.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,389
Previous 10,117 7.2%
Holding current value
$3.23 Million
Previous $2.6 Million 1.23%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 04, 2024

SELL
$238.42 - $276.53 $173,569 - $201,313
-728 Reduced 7.2%
9,389 $2.57 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $731,205 - $1.02 Million
3,354 Added 49.59%
10,117 $2.6 Million
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $57,255 - $72,248
228 Added 3.49%
6,763 $2.04 Million
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $59,856 - $81,511
-305 Reduced 4.46%
6,535 $1.72 Million
Q3 2023

Oct 12, 2023

SELL
$202.49 - $234.37 $3,442 - $3,984
-17 Reduced 0.25%
6,840 $1.39 Million
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $5,288 - $6,254
-28 Reduced 0.41%
6,857 $1.45 Million
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $15,097 - $22,375
112 Added 1.65%
6,885 $1.38 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $27,693 - $35,698
-216 Reduced 3.09%
6,773 $898,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $60,844 - $80,907
423 Added 6.44%
6,989 $1.01 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $119,967 - $168,733
771 Added 13.3%
6,566 $1.08 Million
Q1 2022

Apr 15, 2022

BUY
$190.54 - $255.46 $75,834 - $101,673
398 Added 7.37%
5,795 $1.23 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $52,161 - $65,401
-211 Reduced 3.76%
5,397 $1.37 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $50,360 - $60,553
212 Added 3.93%
5,608 $1.52 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $47,582 - $55,654
226 Added 4.37%
5,396 $1.32 Million
Q1 2021

Apr 30, 2021

BUY
$205.33 - $248.59 $737,134 - $892,438
3,590 Added 227.22%
5,170 $1.1 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $36,985 - $44,867
168 Added 11.9%
1,580 $352,000
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $54,725 - $82,968
295 Added 26.41%
1,412 $355,000
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $96,657 - $138,179
721 Added 182.07%
1,117 $209,000
Q1 2020

Apr 29, 2020

BUY
$124.3 - $193.36 $9,198 - $14,308
74 Added 22.98%
396 $57,000
Q3 2019

Oct 17, 2019

SELL
$139.72 - $159.97 $4,191 - $4,799
-30 Reduced 8.52%
322 $48,000
Q2 2019

Jul 30, 2019

BUY
$145.1 - $165.96 $4,353 - $4,978
30 Added 9.32%
352 $53,000
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $8,345 - $10,684
64 Added 24.81%
322 $51,000
Q4 2018

Feb 14, 2019

SELL
$120.67 - $159.86 $6,033 - $7,993
-50 Reduced 16.23%
258 $35,000
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $7,263 - $8,807
63 Added 25.71%
308 $42,000
Q1 2018

May 15, 2018

SELL
$104.03 - $127.99 $208 - $255
-2 Reduced 0.81%
245 $28,000
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $1,033 - $1,196
11 Added 4.66%
247 $25,000
Q3 2017

Nov 15, 2017

BUY
$87.63 - $97.71 $20,680 - $23,059
236
236 $22,000

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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