Apriem Advisors Salesforce, Inc. Transaction History

Apriem Advisors

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $20,056 - $28,036	92 Added 11.43%	897 $230,000
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $25,112 - $31,688	-100 Reduced 11.05%	805 $242,000
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $177,606 - $241,861	905 New	905 $238,000
Q2 2023 Aug 08, 2023	SELL	$188.89 - $223.38 $37,778 - $44,676	-200 Reduced 17.32%	955 $201,000
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $155,694 - $230,745	1,155 New	1,155 $230,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $10,788 - $14,345	-75 Reduced 4.46%	1,605 $231,000
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $35,788 - $50,335	230 Added 15.86%	1,680 $277,000
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $66,689 - $89,411	350 Added 31.82%	1,450 $308,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $59,387 - $71,407	250 Added 29.41%	1,100 $298,000
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $178,959 - $209,321	850 New	850 $208,000
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $58,288 - $68,182	-425 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $49,002 - $59,415	425 New	425 $58,000
Q4 2017 Feb 14, 2018	SELL	$93.94 - $108.8 $209,016 - $242,080	-2,225 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $194,976 - $217,404	2,225	2,225 $208,000

2,947

728M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $330B
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...

Get notified when there are updates to the investment portfolio of Apriem Advisors, based on Form 13F filings with the SEC.

Stay updated on Apriem Advisors with notifications on news.