Clearview Wealth Advisors LLC Salesforce, Inc. Transaction History

Clearview Wealth Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $1,888 - $2,233	10 Added 16.95%	69 $14,000
Q1 2023 Apr 12, 2023	BUY	$134.8 - $199.78 $269 - $399	2 Added 3.51%	59 $11,000
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $3,077 - $3,966	-24 Reduced 29.63%	57 $7,000
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $13,664 - $18,170	-95 Reduced 53.98%	81 $12,000
Q2 2022 Aug 05, 2022	SELL	$155.6 - $218.85 $7,624 - $10,723	-49 Reduced 21.78%	176 $29,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $3,708 - $4,649	-15 Reduced 6.25%	225 $57,000
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $18,528 - $22,279	78 Added 48.15%	240 $65,000
Q2 2021 Jul 30, 2021	SELL	$210.54 - $246.26 $1,684 - $1,970	-8 Reduced 4.71%	162 $40,000
Q1 2021 May 06, 2021	SELL	$205.33 - $248.59 $18,069 - $21,875	-88 Reduced 34.11%	170 $36,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $56,798 - $68,904	258 New	258 $57,000

2,945

728M

15.5M

15.6M

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...

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Clearview Wealth Advisors LLC with notifications on news.