Avestar Capital, LLC Salesforce, Inc. Transaction History

Avestar Capital, LLC

$965 Million
Q2 2024

A detailed history of Avestar Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Avestar Capital, LLC holds 8,597 shares of CRM stock, worth $2.67 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,597

Previous 6,821 26.04%

Holding current value

$2.67 Million

Previous $2.05 Million 7.59%

% of portfolio

0.23%

Previous 0.22%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $387,185 - $541,218	1,776 Added 26.04%	8,597 $2.21 Million
Q1 2024 May 10, 2024	BUY	$251.12 - $316.88 $418,365 - $527,922	1,666 Added 32.32%	6,821 $2.05 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $114,021 - $155,272	581 Added 12.7%	5,155 $1.36 Million
Q3 2023 Oct 20, 2023	BUY	$202.49 - $234.37 $76,946 - $89,060	380 Added 9.06%	4,574 $927,000
Q2 2023 Aug 01, 2023	BUY	$188.89 - $223.38 $57,044 - $67,460	302 Added 7.76%	4,194 $886,000
Q1 2023 Apr 20, 2023	BUY	$134.8 - $199.78 $14,423 - $21,376	107 Added 2.83%	3,892 $777,000
Q4 2022 Jan 20, 2023	SELL	$128.21 - $165.27 $49,873 - $64,290	-389 Reduced 9.32%	3,785 $0
Q3 2022 Oct 26, 2022	SELL	$143.84 - $191.27 $275,453 - $366,282	-1,915 Reduced 31.45%	4,174 $600,000
Q2 2022 Jul 28, 2022	SELL	$155.6 - $218.85 $898,123 - $1.26 Million	-5,772 Reduced 48.66%	6,089 $1.01 Million
Q1 2022 Apr 26, 2022	SELL	$190.54 - $255.46 $1.69 Million - $2.27 Million	-8,869 Reduced 42.78%	11,861 $2.52 Million
Q4 2021 Feb 01, 2022	BUY	$247.21 - $309.96 $145,853 - $182,876	590 Added 2.93%	20,730 $5.27 Million
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $99,533 - $119,678	419 Added 2.12%	20,140 $5.46 Million
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $436,028 - $510,004	2,071 Added 11.73%	19,721 $4.82 Million
Q1 2021 May 03, 2021	BUY	$205.33 - $248.59 $820,293 - $993,117	3,995 Added 29.26%	17,650 $4.18 Million
Q4 2020 Feb 01, 2021	BUY	$220.15 - $267.07 $739,483 - $897,088	3,359 Added 32.62%	13,655 $3.04 Million
Q3 2020 Oct 29, 2020	SELL	$185.51 - $281.25 $353,767 - $536,343	-1,907 Reduced 15.63%	10,296 $2.49 Million
Q2 2020 Jul 29, 2020	BUY	$134.06 - $191.65 $775,268 - $1.11 Million	5,783 Added 90.08%	12,203 $2.29 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $108,638 - $168,996	874 Added 15.76%	6,420 $924,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $133,647 - $154,916	939 Added 20.38%	5,546 $902,000
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $616,863 - $706,267	4,415 Added 2299.48%	4,607 $684,000
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $13,040 - $16,695	100 Added 108.7%	192 $28,000
Q4 2018 Jan 25, 2019	BUY	$120.67 - $159.86 $3,258 - $4,316	27 Added 41.54%	92 $10,000
Q3 2018 Oct 23, 2018	BUY	$137.15 - $160.43 $960 - $1,123	7 Added 12.07%	65 $9,000
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $3,804 - $4,613	33 Added 132.0%	58 $5,000
Q1 2018 May 10, 2018	BUY	$104.03 - $127.99 $832 - $1,023	8 Added 47.06%	25 $3,000
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $1,596 - $1,849	17	17 $1,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

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 $311B
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 Avestar Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avestar Capital, LLC with notifications on news.

Account

Avestar Capital, LLC Salesforce, Inc. Transaction History