Disciplined Investments, LLC Salesforce, Inc. Transaction History

Disciplined Investments, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$188.89 - $223.38 $566 - $670	-3 Reduced 6.82%	41 $8,000
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $2,291 - $3,396	17 Added 62.96%	44 $8,000
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $512 - $661	-4 Reduced 12.9%	27 $3,000
Q3 2022 Nov 03, 2022	SELL	$143.84 - $191.27 $1,869 - $2,486	-13 Reduced 29.55%	31 $4,000
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $933 - $1,313	6 Added 15.79%	44 $7,000
Q1 2022 Apr 22, 2022	BUY	$190.54 - $255.46 $5,335 - $7,152	28 Added 280.0%	38 $8,000
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $475 - $571	2 Added 25.0%	10 $3,000
Q1 2020 May 19, 2020	SELL	$124.3 - $193.36 $2,858 - $4,447	-23 Reduced 74.19%	8 $1,000
Q4 2019 May 19, 2020	BUY	$142.33 - $164.98 $4,412 - $5,114	31 New	31 $5,000

2,933

752M

15.4M

16M

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 Disciplined Investments, LLC, based on Form 13F filings with the SEC.

Stay updated on Disciplined Investments, LLC with notifications on news.