Aviance Capital Partners, LLC Salesforce, Inc. Transaction History

Aviance Capital Partners, LLC

$681 Million
Q2 2024

A detailed history of Aviance Capital Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 6,764 shares of CRM stock, worth $1.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,764

Previous 7,021 3.66%

Holding current value

$1.8 Million

Previous $2.11 Million 17.74%

% of portfolio

0.26%

Previous 0.32%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$218.01 - $304.74 $56,028 - $78,318	-257 Reduced 3.66%	6,764 $1.74 Million
Q1 2024 Apr 17, 2024	BUY	$251.12 - $316.88 $276,232 - $348,568	1,100 Added 18.58%	7,021 $2.11 Million
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $293,393 - $399,538	-1,495 Reduced 20.16%	5,921 $1.56 Million
Q3 2023 Nov 06, 2023	SELL	$202.49 - $234.37 $206,134 - $238,588	-1,018 Reduced 12.07%	7,416 $1.5 Million
Q2 2023 Aug 04, 2023	BUY	$188.89 - $223.38 $409,135 - $483,841	2,166 Added 34.56%	8,434 $1.78 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $844,926 - $1.25 Million	6,268 New	6,268 $1.25 Million
Q1 2022 May 06, 2022	SELL	$190.54 - $255.46 $175,296 - $235,023	-920 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$247.21 - $309.96 $24,226 - $30,376	-98 Reduced 9.63%	920 $234,000
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $21,379 - $25,706	-90 Reduced 8.12%	1,018 $276,000
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $233,278 - $272,856	1,108 New	1,108 $271,000
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $4.25 Million - $5.15 Million	-20,711 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $24,436 - $29,644	111 Added 0.54%	20,711 $4.61 Million
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $556,530 - $843,750	3,000 Added 17.05%	20,600 $5.18 Million
Q2 2020 Jul 24, 2020	BUY	$134.06 - $191.65 $934,264 - $1.34 Million	6,969 Added 65.55%	17,600 $3.3 Million
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $3,853 - $5,994	31 Added 0.29%	10,631 $1.53 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $28,181 - $32,666	198 Added 1.9%	10,600 $1.72 Million
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $14,251 - $16,316	102 Added 0.99%	10,402 $1.54 Million
Q2 2019 Aug 12, 2019	BUY	$145.1 - $165.96 $43,530 - $49,788	300 Added 3.0%	10,300 $1.56 Million
Q1 2019 May 01, 2019	BUY	$130.4 - $166.95 $652,000 - $834,750	5,000 Added 100.0%	10,000 $1.58 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $576,500 - $699,000	5,000 New	5,000 $682,000

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviance Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aviance Capital Partners, LLC with notifications on news.

Account

Aviance Capital Partners, LLC Salesforce, Inc. Transaction History