Dowling & Yahnke LLC Salesforce, Inc. Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dowling & Yahnke LLC holds 28,944 shares of CRM stock, worth $9.97 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

28,944

Previous 28,614 1.15%

Holding current value

$9.97 Million

Previous $4.72 Million 11.84%

% of portfolio

1.94%

Previous 0.22%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$143.84 - $191.27 $47,467 - $63,119	330 Added 1.15%	28,944 $4.16 Million
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $114,832 - $161,511	-738 Reduced 2.51%	28,614 $4.72 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $145,763 - $195,426	765 Added 2.68%	29,352 $6.23 Million
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $45,486 - $57,032	-184 Reduced 0.64%	28,587 $7.27 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $217,833 - $261,922	-917 Reduced 3.09%	28,771 $7.8 Million
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $264,859 - $309,795	1,258 Added 4.42%	29,688 $7.25 Million
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $42,708 - $51,706	-208 Reduced 0.73%	28,430 $6.02 Million
Q4 2020 Jan 28, 2021	BUY	$220.15 - $267.07 $43,149 - $52,345	196 Added 0.69%	28,638 $6.37 Million
Q3 2020 Oct 19, 2020	SELL	$185.51 - $281.25 $138,204 - $209,531	-745 Reduced 2.55%	28,442 $7.15 Million
Q2 2020 Jul 31, 2020	BUY	$134.06 - $191.65 $81,776 - $116,906	610 Added 2.13%	29,187 $5.47 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $45,369 - $70,576	-365 Reduced 1.26%	28,577 $4.12 Million
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $40,706 - $47,184	286 Added 1.0%	28,942 $4.71 Million
Q3 2019 Oct 29, 2019	BUY	$139.72 - $159.97 $51,277 - $58,708	367 Added 1.3%	28,656 $4.25 Million
Q2 2019 Jul 22, 2019	BUY	$145.1 - $165.96 $242,897 - $277,817	1,674 Added 6.29%	28,289 $4.29 Million
Q1 2019 Apr 30, 2019	BUY	$130.4 - $166.95 $125,966 - $161,273	966 Added 3.77%	26,615 $4.22 Million
Q4 2018 Jan 24, 2019	SELL	$120.67 - $159.86 $15,445 - $20,462	-128 Reduced 0.5%	25,649 $3.66 Million
Q3 2018 Oct 30, 2018	SELL	$137.15 - $160.43 $100,256 - $117,274	-731 Reduced 2.76%	25,777 $4.1 Million
Q2 2018 Jul 30, 2018	SELL	$115.3 - $139.8 $58,111 - $70,459	-504 Reduced 1.87%	26,508 $3.62 Million
Q1 2018 May 01, 2018	BUY	$104.03 - $127.99 $19,765 - $24,318	190 Added 0.71%	27,012 $3.14 Million
Q4 2017 Feb 02, 2018	SELL	$93.94 - $108.8 $2.51 Million - $2.9 Million	-26,695 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$87.63 - $97.71 $2.34 Million - $2.61 Million	26,695	26,695 $2.49 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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...

More about CRM

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Dowling & Yahnke LLC Salesforce, Inc. Transaction History