Dana Investment Advisors, Inc. Salesforce, Inc. Transaction History

Dana Investment Advisors, Inc.

$2.97 Billion
Q1 2024

A detailed history of Dana Investment Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 100,336 shares of CRM stock, worth $25.8 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

100,336

Previous 104,990 4.43%

Holding current value

$25.8 Million

Previous $27.6 Million 9.38%

% of portfolio

1.02%

Previous 1.35%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $1.17 Million - $1.47 Million	-4,654 Reduced 4.43%	100,336 $30.2 Million
Q4 2023 Feb 07, 2024	BUY	$196.25 - $267.25 $2.16 Million - $2.94 Million	11,011 Added 11.72%	104,990 $27.6 Million
Q3 2023 Nov 15, 2023	BUY	$202.49 - $234.37 $2.21 Million - $2.56 Million	10,932 Added 13.16%	93,979 $19.1 Million
Q2 2023 Aug 15, 2023	BUY	$188.89 - $223.38 $12.4 Million - $14.6 Million	65,446 Added 371.83%	83,047 $17.5 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $912,191 - $1.35 Million	6,767 Added 62.46%	17,601 $3.52 Million

Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $790,158 - $1.02 Million	-6,163 Reduced 36.26%	10,834 $1.44 Million
Q3 2022 Nov 15, 2022	SELL	$143.84 - $191.27 $19,274 - $25,630	-134 Reduced 0.78%	16,997 $2.45 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $1.35 Million - $1.9 Million	8,676 Added 102.61%	17,131 $2.83 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $1.27 Million - $1.7 Million	-6,666 Reduced 44.08%	8,455 $1.8 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $1.07 Million - $1.34 Million	4,311 Added 39.88%	15,121 $3.84 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $271,282 - $326,189	-1,142 Reduced 9.55%	10,810 $2.93 Million
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $1.24 Million - $1.45 Million	-5,873 Reduced 32.95%	11,952 $2.92 Million
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $3 Million - $3.63 Million	-14,588 Reduced 45.01%	17,825 $3.78 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $643,498 - $780,645	2,923 Added 9.91%	32,413 $7.21 Million
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $1.92 Million - $2.91 Million	-10,361 Reduced 26.0%	29,490 $7.41 Million
Q2 2020 Aug 11, 2020	SELL	$134.06 - $191.65 $145,052 - $207,365	-1,082 Reduced 2.64%	39,851 $7.47 Million
Q1 2020 May 13, 2020	BUY	$124.3 - $193.36 $660,405 - $1.03 Million	5,313 Added 14.92%	40,933 $5.89 Million
Q4 2019 Feb 11, 2020	SELL	$142.33 - $164.98 $552,525 - $640,452	-3,882 Reduced 9.83%	35,620 $5.79 Million
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $1.61 Million - $1.84 Million	-11,521 Reduced 22.58%	39,502 $5.86 Million
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $2.27 Million - $2.59 Million	15,636 Added 44.19%	51,023 $7.74 Million
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $1.18 Million - $1.52 Million	-9,085 Reduced 20.43%	35,387 $5.6 Million
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $128,875 - $170,730	-1,068 Reduced 2.35%	44,472 $6.09 Million
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $60,894 - $71,230	444 Added 0.98%	45,540 $7.24 Million
Q2 2018 Aug 01, 2018	BUY	$115.3 - $139.8 $5.2 Million - $6.3 Million	45,096 New	45,096 $0

Others Institutions Holding CRM

# of Institutions

3,000

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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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Dana Investment Advisors, Inc. Salesforce, Inc. Transaction History