Arlington Financial Advisors, LLC Salesforce, Inc. Transaction History

Arlington Financial Advisors, LLC

$369 Million
Q2 2024

A detailed history of Arlington Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 15,007 shares of CRM stock, worth $4 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

15,007

Previous 15,099 0.61%

Holding current value

$4 Million

Previous $4.55 Million 15.15%

% of portfolio

1.05%

Previous 1.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$218.01 - $304.74 $20,056 - $28,036	-92 Reduced 0.61%	15,007 $3.86 Million
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $288,034 - $363,461	-1,147 Reduced 7.06%	15,099 $4.55 Million
Q4 2023 Jan 08, 2024	BUY	$196.25 - $267.25 $2,747 - $3,741	14 Added 0.09%	16,246 $4.27 Million
Q3 2023 Nov 02, 2023	SELL	$202.49 - $234.37 $16,806 - $19,452	-83 Reduced 0.51%	16,232 $3.29 Million
Q2 2023 Jul 24, 2023	BUY	$188.89 - $223.38 $15,866 - $18,763	84 Added 0.52%	16,315 $3.45 Million
Q1 2023 May 05, 2023	BUY	$134.8 - $199.78 $360,185 - $533,812	2,672 Added 19.71%	16,231 $3.24 Million
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $254,753 - $328,391	-1,987 Reduced 12.78%	13,559 $0
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $63,289 - $84,158	-440 Reduced 2.75%	15,546 $2.24 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $94,604 - $133,060	608 Added 3.95%	15,986 $2.64 Million
Q1 2022 Apr 26, 2022	BUY	$190.54 - $255.46 $192,254 - $257,759	1,009 Added 7.02%	15,378 $3.27 Million
Q4 2021 Jan 18, 2022	SELL	$247.21 - $309.96 $10,877 - $13,638	-44 Reduced 0.31%	14,369 $3.65 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $33,732 - $40,559	-142 Reduced 0.98%	14,413 $3.91 Million
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $199,802 - $233,700	949 Added 6.97%	14,555 $3.56 Million
Q1 2021 Apr 23, 2021	BUY	$205.33 - $248.59 $46,609 - $56,429	227 Added 1.7%	13,606 $2.88 Million
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $35,444 - $42,998	161 Added 1.22%	13,379 $2.98 Million
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $22,632 - $34,312	122 Added 0.93%	13,218 $3.32 Million
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $230,851 - $330,021	1,722 Added 15.14%	13,096 $2.45 Million
Q1 2020 Apr 09, 2020	BUY	$124.3 - $193.36 $1.41 Million - $2.2 Million	11,374 New	11,374 $1.64 Million

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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Arlington Financial Advisors, LLC Salesforce, Inc. Transaction History