Wny Asset Management, LLC Salesforce, Inc. Transaction History

Wny Asset Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $63,876 - $89,288	-293 Reduced 19.66%	1,197 $307,000
Q1 2024 May 07, 2024	SELL	$251.12 - $316.88 $20,591 - $25,984	-82 Reduced 5.22%	1,490 $448,000
Q4 2023 Feb 21, 2024	BUY	$196.25 - $267.25 $2,943 - $4,008	15 Added 0.96%	1,572 $413,000
Q3 2023 Dec 14, 2023	SELL	$202.49 - $234.37 $44,547 - $51,561	-220 Reduced 12.38%	1,557 $315,000
Q2 2023 Aug 03, 2023	SELL	$188.89 - $223.38 $10,388 - $12,285	-55 Reduced 3.0%	1,777 $375,000
Q1 2023 May 02, 2023	SELL	$134.8 - $199.78 $6,740 - $9,989	-50 Reduced 2.66%	1,832 $365,000
Q3 2022 Oct 25, 2022	SELL	$143.84 - $191.27 $14,671 - $19,509	-102 Reduced 5.14%	1,882 $271,000
Q2 2022 Aug 08, 2022	SELL	$155.6 - $218.85 $14,626 - $20,571	-94 Reduced 4.52%	1,984 $327,000
Q1 2022 Apr 19, 2022	SELL	$190.54 - $255.46 $50,302 - $67,441	-264 Reduced 11.27%	2,078 $440,000
Q4 2021 Feb 15, 2022	SELL	$247.21 - $309.96 $70,454 - $88,338	-285 Reduced 10.85%	2,342 $595,000
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $119,250 - $143,386	502 Added 23.62%	2,627 $713,000
Q2 2021 Jul 14, 2021	BUY	$210.54 - $246.26 $124,218 - $145,293	590 Added 38.44%	2,125 $518,000
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $315,181 - $381,585	1,535 New	1,535 $328,000

2,949

726M

15.5M

15.6M

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...

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