Avantax Advisory Services, Inc. Salesforce, Inc. Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 70,864 shares of CRM stock, worth $19.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

70,864

Previous 35,470 99.79%

Holding current value

$19.2 Million

Previous $10.7 Million 70.56%

% of portfolio

0.13%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$218.01 - $304.74 $7.72 Million - $10.8 Million	35,394 Added 99.79%	70,864 $18.2 Million
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $617,755 - $779,524	2,460 Added 7.45%	35,470 $10.7 Million
Q4 2023 Feb 07, 2024	BUY	$196.25 - $267.25 $15,503 - $21,112	79 Added 0.24%	33,010 $8.69 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $195,605 - $226,401	966 Added 3.02%	32,931 $6.68 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $73,478 - $86,894	-389 Reduced 1.2%	31,965 $6.75 Million
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $160,007 - $237,138	-1,187 Reduced 3.54%	32,354 $6.46 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $191,930 - $247,409	-1,497 Reduced 4.27%	33,541 $4.45 Million
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $105,003 - $139,627	730 Added 2.13%	35,038 $5.04 Million
Q2 2022 Aug 02, 2022	BUY	$155.6 - $218.85 $172,871 - $243,142	1,111 Added 3.35%	34,308 $5.66 Million
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $49,730 - $66,675	261 Added 0.79%	33,197 $7.04 Million
Q4 2021 Jan 24, 2022	BUY	$247.21 - $309.96 $380,950 - $477,648	1,541 Added 4.91%	32,936 $8.37 Million
Q3 2021 Oct 21, 2021	BUY	$237.55 - $285.63 $1.32 Million - $1.59 Million	5,551 Added 21.48%	31,395 $8.5 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $977,116 - $1.14 Million	4,641 Added 21.89%	25,844 $6.32 Million
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $154,408 - $186,939	-752 Reduced 3.43%	21,203 $4.5 Million
Q4 2020 Jan 22, 2021	SELL	$220.15 - $267.07 $1.6 Million - $1.94 Million	-7,253 Reduced 24.83%	21,955 $4.89 Million
Q3 2020 Oct 14, 2020	BUY	$185.51 - $281.25 $2.39 Million - $3.62 Million	12,860 Added 78.66%	29,208 $7.37 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $489,587 - $699,905	3,652 Added 28.76%	16,348 $3.05 Million
Q1 2020 Apr 30, 2020	SELL	$124.3 - $193.36 $33,809 - $52,593	-272 Reduced 2.1%	12,696 $1.82 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $167,807 - $194,511	1,179 Added 10.0%	12,968 $2.11 Million
Q3 2019 Nov 08, 2019	SELL	$139.72 - $159.97 $62,874 - $71,986	-450 Reduced 3.68%	11,789 $1.75 Million
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $208,653 - $238,650	1,438 Added 13.31%	12,239 $1.86 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $541,681 - $693,510	4,154 Added 62.49%	10,801 $1.71 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $802,093 - $1.06 Million	6,647 New	6,647 $910,000

Others Institutions Holding CRM

# of Institutions

2,898

Shares Held

745M

Call Options Held

15.7M

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 $271B
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

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Avantax Advisory Services, Inc. Salesforce, Inc. Transaction History