Dynamic Advisor Solutions LLC Salesforce, Inc. Transaction History

Dynamic Advisor Solutions LLC

$3.12 Billion
Q2 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 21,548 shares of CRM stock, worth $5.75 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

21,548

Previous 20,650 4.35%

Holding current value

$5.75 Million

Previous $6.22 Million 10.93%

% of portfolio

0.18%

Previous 0.21%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$218.01 - $304.74 $195,772 - $273,656	898 Added 4.35%	21,548 $5.54 Million
Q1 2024 Apr 12, 2024	SELL	$251.12 - $316.88 $1.64 Million - $2.06 Million	-6,514 Reduced 23.98%	20,650 $6.22 Million
Q4 2023 Jan 10, 2024	BUY	$196.25 - $267.25 $132,076 - $179,859	673 Added 2.54%	27,164 $7.15 Million
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $1.07 Million - $1.24 Million	5,288 Added 24.94%	26,491 $5.37 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $71,778 - $84,884	380 Added 1.82%	21,203 $4.48 Million
Q1 2023 Apr 10, 2023	BUY	$134.8 - $199.78 $689,906 - $1.02 Million	5,118 Added 32.59%	20,823 $4.16 Million
Q4 2022 Jan 12, 2023	BUY	$128.21 - $165.27 $176,416 - $227,411	1,376 Added 9.6%	15,705 $0
Q3 2022 Oct 20, 2022	BUY	$143.84 - $191.27 $131,325 - $174,629	913 Added 6.81%	14,329 $2.06 Million
Q2 2022 Jul 27, 2022	BUY	$155.6 - $218.85 $75,932 - $106,798	488 Added 3.77%	13,416 $2.21 Million
Q1 2022 Apr 11, 2022	BUY	$190.54 - $255.46 $288,477 - $386,766	1,514 Added 13.26%	12,928 $2.75 Million
Q4 2021 Jan 26, 2022	BUY	$247.21 - $309.96 $70,702 - $88,648	286 Added 2.57%	11,414 $2.9 Million
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $157,970 - $189,943	665 Added 6.36%	11,128 $3.02 Million
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $137,061 - $160,315	-651 Reduced 5.86%	10,463 $2.56 Million
Q1 2021 Apr 27, 2021	SELL	$205.33 - $248.59 $209,231 - $253,313	-1,019 Reduced 8.4%	11,114 $2.36 Million
Q4 2020 Feb 03, 2021	SELL	$220.15 - $267.07 $306,008 - $371,227	-1,390 Reduced 10.28%	12,133 $2.7 Million
Q3 2020 Oct 27, 2020	BUY	$185.51 - $281.25 $125,219 - $189,843	675 Added 5.25%	13,523 $3.4 Million
Q2 2020 Aug 05, 2020	BUY	$134.06 - $191.65 $132,585 - $189,541	989 Added 8.34%	12,848 $2.41 Million
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $78,184 - $121,623	629 Added 5.6%	11,859 $1.71 Million
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $20,637 - $23,922	145 Added 1.31%	11,230 $1.83 Million
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $329,459 - $377,209	2,358 Added 27.02%	11,085 $1.65 Million
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $87,785 - $100,405	605 Added 7.45%	8,727 $1.32 Million
Q1 2019 Apr 10, 2019	BUY	$130.4 - $166.95 $266,016 - $340,578	2,040 Added 33.54%	8,122 $1.29 Million
Q4 2018 Jan 29, 2019	BUY	$120.67 - $159.86 $346,684 - $459,277	2,873 Added 89.53%	6,082 $911,000
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $440,114 - $514,819	3,209 New	3,209 $510,000

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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Dynamic Advisor Solutions LLC Salesforce, Inc. Transaction History