Balasa Dinverno & Foltz LLC Salesforce, Inc. Transaction History

Balasa Dinverno & Foltz LLC

$1.58 Billion
Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 3,012 shares of CRM stock, worth $993,990. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,012

Previous 3,362 10.41%

Holding current value

$993,990

Previous $555,000 21.98%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 25, 2022	SELL	$143.84 - $191.27 $50,344 - $66,944	-350 Reduced 10.41%	3,012 $433,000
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $176,450 - $248,175	1,134 Added 50.9%	3,362 $555,000
Q1 2022 Apr 25, 2022	SELL	$190.54 - $255.46 $81,932 - $109,847	-430 Reduced 16.18%	2,228 $473,000
Q4 2021 Jan 26, 2022	SELL	$247.21 - $309.96 $5,438 - $6,819	-22 Reduced 0.82%	2,658 $675,000
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $120,437 - $144,814	507 Added 23.33%	2,680 $727,000
Q2 2021 Jul 23, 2021	BUY	$210.54 - $246.26 $90,321 - $105,645	429 Added 24.6%	2,173 $531,000
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $43,324 - $52,452	-211 Reduced 10.79%	1,744 $370,000
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $38,306 - $46,470	174 Added 9.77%	1,955 $435,000
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $46,934 - $71,156	253 Added 16.56%	1,781 $448,000
Q2 2020 Aug 07, 2020	SELL	$134.06 - $191.65 $3,217 - $4,599	-24 Reduced 1.55%	1,528 $286,000
Q1 2020 Apr 30, 2020	BUY	$124.3 - $193.36 $1,864 - $2,900	15 Added 0.98%	1,552 $223,000
Q4 2019 Jan 22, 2020	BUY	$142.33 - $164.98 $3,415 - $3,959	24 Added 1.59%	1,537 $250,000
Q3 2019 Nov 06, 2019	SELL	$139.72 - $159.97 $34,650 - $39,672	-248 Reduced 14.08%	1,513 $225,000
Q2 2019 Aug 07, 2019	SELL	$145.1 - $165.96 $54,267 - $62,069	-374 Reduced 17.52%	1,761 $267,000
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $21,776 - $27,880	167 Added 8.49%	2,135 $338,000
Q4 2018 Feb 04, 2019	BUY	$120.67 - $159.86 $46,095 - $61,066	382 Added 24.09%	1,968 $270,000
Q3 2018 Oct 24, 2018	BUY	$137.15 - $160.43 $217,519 - $254,441	1,586 New	1,586 $252,000

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

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 $330B
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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Balasa Dinverno & Foltz LLC Salesforce, Inc. Transaction History