Wp Advisors, LLC Salesforce, Inc. Transaction History

Wp Advisors, LLC

$273 Million
Q3 2024

A detailed history of Wp Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wp Advisors, LLC holds 6,656 shares of CRM stock, worth $2.29 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

6,656

Previous 7,485 11.08%

Holding current value

$2.29 Million

Previous $1.92 Million 5.35%

% of portfolio

0.67%

Previous 0.61%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$238.42 - $276.53 $197,650 - $229,243	-829 Reduced 11.08%	6,656 $1.82 Million
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $9,810 - $13,713	-45 Reduced 0.6%	7,485 $1.92 Million
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $28,878 - $36,441	-115 Reduced 1.5%	7,530 $2.27 Million
Q4 2023 Jan 31, 2024	BUY	$196.25 - $267.25 $8,438 - $11,491	43 Added 0.57%	7,645 $2.01 Million
Q3 2023 Oct 30, 2023	SELL	$202.49 - $234.37 $4,657 - $5,390	-23 Reduced 0.3%	7,602 $1.54 Million
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $38,533 - $45,569	204 Added 2.75%	7,625 $1.61 Million
Q1 2023 Apr 14, 2023	BUY	$134.8 - $199.78 $7,683 - $11,387	57 Added 0.77%	7,421 $1.48 Million
Q4 2022 Jan 20, 2023	SELL	$128.21 - $165.27 $165,006 - $212,702	-1,287 Reduced 14.88%	7,364 $0
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $319,324 - $424,619	2,220 Added 34.52%	8,651 $1.24 Million
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $458,708 - $645,169	2,948 Added 84.64%	6,431 $1.06 Million
Q1 2022 Apr 25, 2022	BUY	$190.54 - $255.46 $81,170 - $108,825	426 Added 13.94%	3,483 $740,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $11,866 - $14,878	-48 Reduced 1.55%	3,057 $777,000
Q3 2021 Oct 20, 2021	SELL	$237.55 - $285.63 $10,689 - $12,853	-45 Reduced 1.43%	3,105 $842,000
Q2 2021 Jul 22, 2021	BUY	$210.54 - $246.26 $10,527 - $12,313	50 Added 1.61%	3,150 $769,000
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $636,523 - $770,629	3,100 New	3,100 $657,000
Q3 2018 Oct 31, 2018	SELL	$137.15 - $160.43 $45,259 - $52,941	-330 Closed	0 $0
Q2 2018 Jul 27, 2018	BUY	$115.3 - $139.8 $38,049 - $46,134	330 New	330 $45,000

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 $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...

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