Archford Capital Strategies, LLC Salesforce, Inc. Transaction History

Archford Capital Strategies, LLC

$681 Million
Q3 2024

A detailed history of Archford Capital Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 7,790 shares of CRM stock, worth $2.62 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,790

Previous 7,814 0.31%

Holding current value

$2.62 Million

Previous $2.01 Million 6.18%

% of portfolio

0.31%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$238.42 - $276.53 $5,722 - $6,636	-24 Reduced 0.31%	7,790 $2.13 Million
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $153,261 - $214,232	703 Added 9.89%	7,814 $2.01 Million
Q1 2024 Apr 24, 2024	BUY	$251.12 - $316.88 $2,511 - $3,168	10 Added 0.14%	7,111 $2.14 Million
Q4 2023 Jan 12, 2024	BUY	$196.25 - $267.25 $259,835 - $353,839	1,324 Added 22.92%	7,101 $1.87 Million
Q3 2023 Oct 27, 2023	SELL	$202.49 - $234.37 $32,398 - $37,499	-160 Reduced 2.69%	5,777 $1.17 Million
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $13,411 - $15,859	71 Added 1.21%	5,937 $1.25 Million
Q1 2023 Apr 18, 2023	BUY	$134.8 - $199.78 $193,168 - $286,284	1,433 Added 32.33%	5,866 $1.17 Million
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $38,847 - $50,076	-303 Reduced 6.4%	4,433 $0
Q3 2022 Oct 17, 2022	BUY	$143.84 - $191.27 $42,432 - $56,424	295 Added 6.64%	4,736 $681,000
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $188,276 - $264,808	1,210 Added 37.45%	4,441 $733,000
Q1 2022 Apr 18, 2022	BUY	$190.54 - $255.46 $426,428 - $571,719	2,238 Added 225.38%	3,231 $679,000
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $245,479 - $307,790	993 New	993 $252,000
Q3 2020 Oct 19, 2020	SELL	$185.51 - $281.25 $654,293 - $991,968	-3,527 Closed	0 $0
Q2 2020 Jul 24, 2020	BUY	$134.06 - $191.65 $19,036 - $27,214	142 Added 4.19%	3,527 $661,000
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $30,080 - $46,793	242 Added 7.7%	3,385 $487,000
Q4 2019 Jan 15, 2020	BUY	$142.33 - $164.98 $14,375 - $16,662	101 Added 3.32%	3,143 $511,000
Q3 2019 Oct 23, 2019	BUY	$139.72 - $159.97 $11,317 - $12,957	81 Added 2.74%	3,042 $452,000
Q2 2019 Jul 18, 2019	BUY	$145.1 - $165.96 $158,159 - $180,896	1,090 Added 58.26%	2,961 $449,000
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $187,038 - $247,783	1,550 Added 482.87%	1,871 $256,000
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $10,838 - $13,141	94 Added 41.41%	321 $44,000
Q1 2018 May 14, 2018	SELL	$104.03 - $127.99 $51,806 - $63,739	-498 Reduced 68.69%	227 $23,000
Q2 2017 Aug 18, 2017	BUY	N/A	725	725 $5,000

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 $336B
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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archford Capital Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Archford Capital Strategies, LLC with notifications on news.

Account

Archford Capital Strategies, LLC Salesforce, Inc. Transaction History