Avalon Investment & Advisory Salesforce, Inc. Transaction History

Avalon Investment & Advisory

$3.56 Billion
Q1 2023

A detailed history of Avalon Investment & Advisory transactions in Salesforce, Inc. stock. As of the latest transaction made, Avalon Investment & Advisory holds 75,611 shares of CRM stock, worth $26 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

75,611

Previous 8,878 751.67%

Holding current value

$26 Million

Previous $1.18 Million 1183.35%

% of portfolio

0.42%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $9 Million - $13.3 Million	66,733 Added 751.67%	75,611 $15.1 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $367,065 - $473,168	-2,863 Reduced 24.38%	8,878 $1.18 Million
Q3 2022 Nov 01, 2022	SELL	$143.84 - $191.27 $19,418 - $25,821	-135 Reduced 1.14%	11,741 $1.69 Million
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $98,339 - $138,313	-632 Reduced 5.05%	11,876 $1.96 Million
Q1 2022 May 17, 2022	BUY	$190.54 - $255.46 $959,178 - $1.29 Million	5,034 Added 67.35%	12,508 $2.66 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $1.68 Million - $2.1 Million	-6,779 Reduced 47.56%	7,474 $1.9 Million
Q3 2021 Nov 08, 2021	BUY	$237.55 - $285.63 $535,200 - $643,524	2,253 Added 18.78%	14,253 $3.87 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $652,042 - $762,667	3,097 Added 34.79%	12,000 $2.93 Million
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $608,392 - $736,572	-2,963 Reduced 24.97%	8,903 $1.89 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $405,296 - $491,675	1,841 Added 18.36%	11,866 $2.64 Million
Q3 2020 Nov 04, 2020	BUY	$185.51 - $281.25 $226,507 - $343,406	1,221 Added 13.87%	10,025 $2.52 Million
Q2 2020 Aug 07, 2020	BUY	$134.06 - $191.65 $587,987 - $840,576	4,386 Added 99.28%	8,804 $1.65 Million
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $192,167 - $298,934	1,546 Added 53.83%	4,418 $636,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $41,133 - $47,679	289 Added 11.19%	2,872 $467,000
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $45,828 - $52,470	328 Added 14.55%	2,583 $383,000
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $28,294 - $32,362	-195 Reduced 7.96%	2,255 $342,000
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $319,480 - $409,027	2,450 New	2,450 $388,000

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 $344B
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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Avalon Investment & Advisory Salesforce, Inc. Transaction History