Adviser Investments LLC Salesforce, Inc. Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Adviser Investments LLC holds 8,702 shares of CRM stock, worth $2.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,702

Previous 9,031 3.64%

Holding current value

$2.93 Million

Previous $2.32 Million 2.59%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$238.42 - $276.53 $78,440 - $90,978	-329 Reduced 3.64%	8,702 $2.38 Million
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $2.32 Million - $3.24 Million	-10,637 Reduced 54.08%	9,031 $2.32 Million
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $507,011 - $639,780	2,019 Added 11.44%	19,668 $5.92 Million
Q4 2023 Feb 01, 2024	BUY	$196.25 - $267.25 $3.02 Million - $4.11 Million	15,369 Added 674.08%	17,649 $4.64 Million
Q3 2023 Oct 11, 2023	BUY	$202.49 - $234.37 $461,677 - $534,363	2,280 New	2,280 $462,000
Q1 2023 Apr 25, 2023	SELL	$134.8 - $199.78 $120,106 - $178,003	-891 Reduced 30.06%	2,073 $414,000
Q4 2022 Jan 19, 2023	SELL	$128.21 - $165.27 $3,589 - $4,627	-28 Reduced 0.94%	2,964 $0
Q3 2022 Oct 14, 2022	BUY	$143.84 - $191.27 $30,637 - $40,740	213 Added 7.66%	2,992 $430,000
Q2 2022 Jul 14, 2022	BUY	$155.6 - $218.85 $85,580 - $120,367	550 Added 24.67%	2,779 $459,000
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $4,763 - $6,386	-25 Reduced 1.11%	2,229 $473,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $9,393 - $11,778	38 Added 1.71%	2,254 $573,000
Q3 2021 Nov 05, 2021	SELL	$237.55 - $285.63 $15,915 - $19,137	-67 Reduced 2.93%	2,216 $601,000
Q2 2021 Jul 09, 2021	SELL	$210.54 - $246.26 $13,264 - $15,514	-63 Reduced 2.69%	2,283 $558,000
Q1 2021 May 05, 2021	BUY	$205.33 - $248.59 $7,802 - $9,446	38 Added 1.65%	2,346 $497,000
Q4 2020 Jan 26, 2021	SELL	$220.15 - $267.07 $3,302 - $4,006	-15 Reduced 0.65%	2,308 $514,000
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $3,524 - $5,343	-19 Reduced 0.81%	2,323 $584,000
Q2 2020 Aug 03, 2020	BUY	$134.06 - $191.65 $4,423 - $6,324	33 Added 1.43%	2,342 $439,000
Q1 2020 Apr 08, 2020	SELL	$124.3 - $193.36 $32,442 - $50,466	-261 Reduced 10.16%	2,309 $332,000
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $28,466 - $32,996	200 Added 8.44%	2,570 $418,000
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $20,958 - $23,995	150 Added 6.76%	2,370 $352,000
Q1 2019 May 07, 2019	SELL	$130.4 - $166.95 $3,260 - $4,173	-25 Reduced 1.11%	2,220 $352,000
Q4 2018 Jan 25, 2019	SELL	$120.67 - $159.86 $6,274 - $8,312	-52 Reduced 2.26%	2,245 $307,000
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $6,857 - $8,021	-50 Reduced 2.13%	2,297 $365,000
Q2 2018 Aug 02, 2018	BUY	$115.3 - $139.8 $199,007 - $241,294	1,726 Added 277.94%	2,347 $320,000
Q1 2018 May 14, 2018	BUY	$104.03 - $127.99 $64,602 - $79,481	621 New	621 $72,000

Others Institutions Holding CRM

# of Institutions

2,950

Shares Held

728M

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 $337B
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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Adviser Investments LLC Salesforce, Inc. Transaction History