Aptus Capital Advisors, LLC Salesforce, Inc. Transaction History

Aptus Capital Advisors, LLC

$4.95 Billion
Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 6,655 shares of CRM stock, worth $1.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,655

Previous 5,270 26.28%

Holding current value

$1.75 Million

Previous $1.39 Million 44.59%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $347,801 - $438,878	1,385 Added 26.28%	6,655 $2 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $48,473 - $66,010	-247 Reduced 4.48%	5,270 $1.39 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $682,391 - $789,826	3,370 Added 156.96%	5,517 $1.12 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $79,522 - $94,042	421 Added 24.39%	2,147 $453,000
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $1.2 Million - $1.78 Million	-8,920 Reduced 83.79%	1,726 $344,000

Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $2.95 Million - $3.8 Million	-23,003 Reduced 68.36%	10,646 $1.41 Million
Q3 2022 Nov 02, 2022	SELL	$143.84 - $191.27 $2.16 Million - $2.87 Million	-15,025 Reduced 30.87%	33,649 $4.84 Million
Q2 2022 Jul 29, 2022	BUY	$155.6 - $218.85 $399,736 - $562,225	2,569 Added 5.57%	48,674 $8.03 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $1.3 Million - $1.75 Million	6,838 Added 17.41%	46,105 $9.79 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $1.27 Million - $1.6 Million	5,157 Added 15.12%	39,267 $9.98 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $6.09 Million - $7.32 Million	25,642 Added 302.81%	34,110 $9.25 Million
Q2 2021 Jul 27, 2021	BUY	$210.54 - $246.26 $128,850 - $150,711	612 Added 7.79%	8,468 $2.07 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $51,332 - $62,147	250 Added 3.29%	7,856 $1.67 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $1.5 Million - $1.82 Million	6,798 Added 841.34%	7,606 $1.69 Million
Q3 2020 Oct 19, 2020	BUY	$185.51 - $281.25 $149,892 - $227,250	808 New	808 $203,000
Q2 2020 Jul 22, 2020	SELL	$134.06 - $191.65 $106,979 - $152,936	-798 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $99,191 - $154,301	798 New	798 $114,000

Others Institutions Holding CRM

# of Institutions

2,999

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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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Aptus Capital Advisors, LLC Salesforce, Inc. Transaction History