Fin Trust Capital Advisors, LLC Salesforce, Inc. Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 7,753 shares of CRM stock, worth $2.6 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,753

Previous 7,858 1.34%

Holding current value

$2.6 Million

Previous $2.02 Million 5.05%

% of portfolio

0.37%

Previous 0.38%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$238.42 - $276.53 $25,034 - $29,035	-105 Reduced 1.34%	7,753 $2.12 Million
Q2 2024 Jul 24, 2024	SELL	$218.01 - $304.74 $4,796 - $6,704	-22 Reduced 0.28%	7,858 $2.02 Million
Q1 2024 May 02, 2024	SELL	$251.12 - $316.88 $9,040 - $11,407	-36 Reduced 0.45%	7,880 $2.37 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $313,607 - $427,065	1,598 Added 25.29%	7,916 $2.08 Million
Q3 2023 Oct 24, 2023	SELL	$202.49 - $234.37 $19,034 - $22,030	-94 Reduced 1.47%	6,318 $1.28 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $523,225 - $674,466	-4,081 Reduced 38.89%	6,412 $850,000
Q3 2022 Oct 20, 2022	BUY	$143.84 - $191.27 $54,659 - $72,682	380 Added 3.76%	10,493 $1.61 Million
Q2 2022 Jul 26, 2022	SELL	$155.6 - $218.85 $339,363 - $477,311	-2,181 Reduced 17.74%	10,113 $1.85 Million
Q1 2022 May 03, 2022	BUY	$190.54 - $255.46 $8,764 - $11,751	46 Added 0.38%	12,294 $2.61 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $2.29 Million - $2.87 Million	9,273 Added 311.7%	12,248 $3.11 Million
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $463,222 - $556,978	1,950 Added 190.24%	2,975 $1.35 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $5,263 - $6,156	-25 Reduced 2.38%	1,025 $250,000
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $35,932 - $43,503	-175 Reduced 14.29%	1,050 $222,000
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $44,030 - $53,414	-200 Reduced 14.04%	1,225 $273,000
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $58,064 - $88,031	-313 Reduced 18.01%	1,425 $358,000
Q2 2020 Sep 11, 2020	BUY	$134.06 - $191.65 $232,996 - $333,087	1,738 New	1,738 $326,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $611,313 - $873,924	-4,560 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $38,781 - $60,328	-312 Reduced 6.4%	4,560 $657,000
Q4 2019 Jan 23, 2020	BUY	$142.33 - $164.98 $19,641 - $22,767	138 Added 2.92%	4,872 $792,000
Q3 2019 Oct 29, 2019	BUY	$139.72 - $159.97 $38,143 - $43,671	273 Added 6.12%	4,734 $703,000
Q2 2019 Aug 01, 2019	BUY	$145.1 - $165.96 $32,067 - $36,677	221 Added 5.21%	4,461 $677,000
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $45,640 - $58,432	350 Added 9.0%	4,240 $672,000
Q4 2018 Feb 11, 2019	BUY	$120.67 - $159.86 $469,406 - $621,855	3,890 New	3,890 $533,000

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 $336B
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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Fin Trust Capital Advisors, LLC Salesforce, Inc. Transaction History