Bdo Wealth Advisors, LLC Salesforce, Inc. Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 18,346 shares of CRM stock, worth $5.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

18,346

Previous 18,266 0.44%

Holding current value

$5.91 Million

Previous $3.65 Million 6.19%

% of portfolio

0.45%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$188.89 - $223.38 $15,111 - $17,870	80 Added 0.44%	18,346 $3.88 Million
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $66,456 - $98,491	-493 Reduced 2.63%	18,266 $3.65 Million
Q3 2022 Nov 02, 2022	BUY	$143.84 - $191.27 $7,192 - $9,563	50 Added 0.27%	18,759 $2.7 Million
Q2 2022 Aug 25, 2022	SELL	$155.6 - $218.85 $40,144 - $56,463	-258 Reduced 1.36%	18,709 $3.09 Million
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $50,683 - $67,952	266 Added 1.42%	18,967 $4.03 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $3.08 Million - $3.86 Million	12,467 Added 199.98%	18,701 $4.75 Million
Q3 2021 Nov 09, 2021	SELL	$237.55 - $285.63 $1,425 - $1,713	-6 Reduced 0.1%	6,234 $1.69 Million
Q2 2021 Sep 03, 2021	BUY	$210.54 - $246.26 $43,581 - $50,975	207 Added 3.43%	6,240 $1.52 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $959,917 - $1.16 Million	4,675 Added 344.26%	6,033 $1.28 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $880 - $1,068	-4 Reduced 0.29%	1,358 $302,000
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $36,359 - $55,125	196 Added 16.81%	1,362 $342,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $11,395 - $16,290	-85 Reduced 6.79%	1,166 $218,000
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $4,226 - $6,574	34 Added 2.79%	1,251 $180,000
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $6,566 - $7,518	-47 Reduced 3.72%	1,217 $181,000
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $119,562 - $136,751	824 Added 187.27%	1,264 $192,000
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $24,776 - $31,720	190 Added 76.0%	440 $70,000
Q2 2018 Aug 27, 2018	BUY	$115.3 - $139.8 $28,825 - $34,950	250 New	250 $34,000

Others Institutions Holding CRM

# of Institutions

2,921

Shares Held

750M

Call Options Held

15.6M

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 $322B
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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Salesforce, Inc. Transaction History