Cavalier Investments, LLC Salesforce, Inc. Transaction History

Cavalier Investments, LLC

$318 Million
Q2 2024

A detailed history of Cavalier Investments, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cavalier Investments, LLC holds 15,381 shares of CRM stock, worth $4.1 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

15,381

Previous 14,947 2.9%

Holding current value

$4.1 Million

Previous $4.5 Million 12.15%

% of portfolio

1.24%

Previous 1.68%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $94,616 - $132,257	434 Added 2.9%	15,381 $3.95 Million
Q1 2024 Apr 26, 2024	BUY	$251.12 - $316.88 $204,160 - $257,623	813 Added 5.75%	14,947 $4.5 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $66,136 - $90,063	337 Added 2.44%	14,134 $3.72 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $99,017 - $114,606	489 Added 3.67%	13,797 $2.8 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $1.97 Million - $2.33 Million	10,436 Added 363.37%	13,308 $2.81 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $636,525 - $943,361	-4,722 Reduced 62.18%	2,872 $573,000
Q4 2022 Feb 10, 2023	SELL	$128.21 - $165.27 $15,385 - $19,832	-120 Reduced 1.56%	7,594 $1.01 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $30,637 - $40,740	-213 Reduced 2.69%	7,714 $1.11 Million
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $49,636 - $69,813	-319 Reduced 3.87%	7,927 $1.31 Million
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $360,692 - $483,585	-1,893 Reduced 18.67%	8,246 $1.75 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $759,676 - $952,507	3,073 Added 43.49%	10,139 $2.58 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $314,278 - $377,888	1,323 Added 23.04%	7,066 $1.92 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $316,135 - $383,512	1,436 Added 33.34%	5,743 $1.28 Million
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $466,743 - $707,625	-2,516 Reduced 36.88%	4,307 $1.08 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $914,691 - $1.31 Million	6,823 New	6,823 $1.28 Million

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...

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Cavalier Investments, LLC Salesforce, Inc. Transaction History