Beacon Pointe Advisors, LLC Salesforce, Inc. Transaction History

Beacon Pointe Advisors, LLC

$8.35 Billion
Q2 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 60,133 shares of CRM stock, worth $20.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

60,133

Previous 61,417 2.09%

Holding current value

$20.5 Million

Previous $18.5 Million 16.42%

% of portfolio

0.19%

Previous 0.21%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $279,924 - $391,286	-1,284 Reduced 2.09%	60,133 $15.5 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $3.03 Million - $3.82 Million	-12,048 Reduced 16.4%	61,417 $18.5 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $1.62 Million - $2.2 Million	8,243 Added 12.64%	73,465 $19.3 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $5.6 Million - $6.48 Million	27,648 Added 73.58%	65,222 $13.2 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $369,468 - $436,931	-1,956 Reduced 4.95%	37,574 $7.94 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $267,308 - $396,163	-1,983 Reduced 4.78%	39,530 $7.9 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $58,720 - $75,693	458 Added 1.12%	41,513 $5.51 Million
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $1.25 Million - $1.66 Million	-8,662 Reduced 17.42%	41,055 $5.9 Million
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $4.6 Million - $6.47 Million	-29,554 Reduced 37.28%	49,717 $8.21 Million
Q1 2022 May 17, 2022	BUY	$190.54 - $255.46 $8.53 Million - $11.4 Million	44,777 Added 129.81%	79,271 $16.8 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $7.84 Million - $9.84 Million	-31,733 Reduced 47.92%	34,494 $8.77 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $8.82 Million - $10.6 Million	37,124 Added 127.56%	66,227 $18 Million
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $4.67 Million - $5.47 Million	22,204 Added 321.84%	29,103 $7.11 Million
Q1 2021 May 18, 2021	BUY	$205.33 - $248.59 $359,532 - $435,281	1,751 Added 34.01%	6,899 $1.47 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $315,915 - $383,245	1,435 Added 38.65%	5,148 $1.14 Million
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $149,150 - $226,125	-804 Reduced 17.8%	3,713 $933,000
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $264,902 - $378,700	1,976 Added 77.76%	4,517 $843,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $58,545 - $91,072	-471 Reduced 15.64%	2,541 $365,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $98,919 - $114,661	695 Added 30.0%	3,012 $489,000
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $64,550 - $73,906	-462 Reduced 16.62%	2,317 $343,000
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $146,986 - $168,117	1,013 Added 57.36%	2,779 $422,000
Q1 2019 May 14, 2019	SELL	$130.4 - $166.95 $177,735 - $227,552	-1,363 Reduced 43.56%	1,766 $279,000
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $377,576 - $500,201	3,129 New	3,129 $428,000

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 $342B
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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Beacon Pointe Advisors, LLC Salesforce, Inc. Transaction History