Welch & Forbes LLC Salesforce, Inc. Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Welch & Forbes LLC holds 9,079 shares of CRM stock, worth $3.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,079

Previous 9,244 1.78%

Holding current value

$3.07 Million

Previous $2.38 Million 4.59%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $39,339 - $45,627	-165 Reduced 1.78%	9,079 $2.49 Million
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $76,957 - $107,573	353 Added 3.97%	9,244 $2.38 Million
Q1 2024 May 02, 2024	SELL	$251.12 - $316.88 $343,532 - $433,491	-1,368 Reduced 13.33%	8,891 $2.68 Million
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $17,819 - $20,624	88 Added 0.87%	10,259 $2.08 Million
Q2 2023 Jul 28, 2023	SELL	$188.89 - $223.38 $4,911 - $5,807	-26 Reduced 0.25%	10,171 $2.15 Million
Q1 2023 Apr 14, 2023	SELL	$134.8 - $199.78 $40,170 - $59,534	-298 Reduced 2.84%	10,197 $2.04 Million
Q4 2022 Feb 02, 2023	BUY	$128.21 - $165.27 $5,769 - $7,437	45 Added 0.43%	10,495 $1.39 Million
Q3 2022 Oct 28, 2022	BUY	$143.84 - $191.27 $45,597 - $60,632	317 Added 3.13%	10,450 $1.5 Million
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $155,600 - $218,850	-1,000 Reduced 8.98%	10,133 $1.67 Million
Q3 2021 Oct 13, 2021	SELL	$237.55 - $285.63 $10,452 - $12,567	-44 Reduced 0.39%	11,133 $3.02 Million
Q2 2021 Jul 22, 2021	BUY	$210.54 - $246.26 $1.07 Million - $1.25 Million	5,082 Added 83.38%	11,177 $2.73 Million
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $50,100 - $60,655	244 Added 4.17%	6,095 $1.29 Million
Q4 2020 Jan 20, 2021	BUY	$220.15 - $267.07 $174,799 - $212,053	794 Added 15.7%	5,851 $1.3 Million
Q3 2020 Oct 23, 2020	BUY	$185.51 - $281.25 $49,716 - $75,375	268 Added 5.6%	5,057 $1.27 Million
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $52,283 - $74,743	390 Added 8.87%	4,789 $898,000
Q1 2020 Apr 17, 2020	SELL	$124.3 - $193.36 $8,203 - $12,761	-66 Reduced 1.48%	4,399 $634,000
Q4 2019 Jan 17, 2020	BUY	$142.33 - $164.98 $24,907 - $28,871	175 Added 4.08%	4,465 $727,000
Q3 2019 Oct 11, 2019	BUY	$139.72 - $159.97 $95,847 - $109,739	686 Added 19.03%	4,290 $637,000
Q2 2019 Jul 12, 2019	SELL	$145.1 - $165.96 $82,416 - $94,265	-568 Reduced 13.61%	3,604 $547,000
Q1 2019 Apr 29, 2019	BUY	$130.4 - $166.95 $10,171 - $13,022	78 Added 1.91%	4,172 $661,000
Q2 2018 Jul 16, 2018	BUY	$115.3 - $139.8 $184,480 - $223,680	1,600 Added 64.15%	4,094 $558,000
Q1 2018 Apr 12, 2018	SELL	$104.03 - $127.99 $20,389 - $25,086	-196 Reduced 7.29%	2,494 $290,000
Q4 2017 Jan 26, 2018	BUY	$93.94 - $108.8 $4,509 - $5,222	48 Added 1.82%	2,690 $275,000
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $231,518 - $258,149	2,642	2,642 $247,000

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 $338B
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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