Atria Investments LLC Salesforce, Inc. Transaction History

Atria Investments LLC

$6.92 Billion
Q1 2024

A detailed history of Atria Investments LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Atria Investments LLC holds 104,966 shares of CRM stock, worth $27 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

104,966

Previous 95,149 10.32%

Holding current value

$27 Million

Previous $25 Million 26.27%

% of portfolio

0.46%

Previous 0.41%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 21, 2024	BUY	$251.12 - $316.88 $2.47 Million - $3.11 Million	9,817 Added 10.32%	104,966 $31.6 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $199,978 - $272,327	-1,019 Reduced 1.06%	95,149 $25 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $43,737 - $50,623	216 Added 0.23%	96,168 $19.5 Million
Q2 2023 Aug 04, 2023	BUY	$188.89 - $223.38 $1.39 Million - $1.64 Million	7,348 Added 8.29%	95,952 $20.3 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $3.41 Million - $5.06 Million	25,330 Added 40.03%	88,604 $17.7 Million

Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $1.98 Million - $2.55 Million	-15,444 Reduced 19.62%	63,274 $8.39 Million
Q3 2022 Nov 01, 2022	SELL	$143.84 - $191.27 $204,540 - $271,985	-1,422 Reduced 1.77%	78,718 $11.3 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $59,594 - $83,819	383 Added 0.48%	80,140 $13.2 Million
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $1.21 Million - $1.63 Million	6,373 Added 8.68%	79,757 $16.9 Million
Q4 2021 Feb 04, 2022	BUY	$247.21 - $309.96 $1.7 Million - $2.14 Million	6,894 Added 10.37%	73,384 $18.6 Million
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $1.86 Million - $2.24 Million	7,841 Added 13.37%	66,490 $18 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $1.2 Million - $1.4 Million	5,695 Added 10.75%	58,649 $14.3 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $1.37 Million - $1.66 Million	6,667 Added 14.4%	52,954 $11.2 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $984,290 - $1.19 Million	-4,471 Reduced 8.81%	46,287 $10.3 Million
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $352,654 - $534,656	1,901 Added 3.89%	50,758 $12.8 Million
Q2 2020 Sep 22, 2020	BUY	$134.06 - $191.65 $3.28 Million - $4.69 Million	24,477 Added 100.4%	48,857 $9.15 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $389,183 - $605,410	-3,131 Reduced 11.38%	24,380 $3.51 Million
Q4 2019 Feb 11, 2020	BUY	$142.33 - $164.98 $1.61 Million - $1.86 Million	11,286 Added 69.56%	27,511 $4.47 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $32,694 - $37,432	234 Added 1.46%	16,225 $2.41 Million
Q2 2019 Aug 26, 2019	SELL	$145.1 - $165.96 $26.6 Million - $30.4 Million	-183,236 Reduced 91.97%	15,991 $2.24 Million
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $26.8 Million - $30.6 Million	184,490 Added 1251.88%	199,227 $4.1 Million
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $553,156 - $708,201	4,242 Added 40.42%	14,737 $2.33 Million
Q4 2018 Feb 12, 2019	SELL	$120.67 - $159.86 $325,205 - $430,822	-2,695 Reduced 20.43%	10,495 $1.44 Million
Q3 2018 Oct 09, 2018	SELL	$137.15 - $160.43 $98,062 - $114,707	-715 Reduced 5.14%	13,190 $2.1 Million
Q2 2018 Jul 13, 2018	BUY	$115.3 - $139.8 $150,005 - $181,879	1,301 Added 10.32%	13,905 $1.9 Million
Q1 2018 Apr 30, 2018	BUY	$104.03 - $127.99 $150,635 - $185,329	1,448 Added 12.98%	12,604 $1.47 Million
Q4 2017 Jan 16, 2018	BUY	$93.94 - $108.8 $208,171 - $241,100	2,216 Added 24.79%	11,156 $1.14 Million
Q3 2017 Oct 12, 2017	BUY	$87.63 - $97.71 $783,412 - $873,527	8,940	8,940 $835,000

Others Institutions Holding CRM

# of Institutions

2,995

Shares Held

737M

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 $257B
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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Atria Investments LLC Salesforce, Inc. Transaction History