Fortem Financial Group, LLC Salesforce, Inc. Transaction History

Fortem Financial Group, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$155.6 - $218.85 $340,764 - $479,281	-2,190 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$190.54 - $255.46 $209,594 - $281,006	-1,100 Reduced 33.43%	2,190 $465,000
Q3 2021 Oct 15, 2021	SELL	$237.55 - $285.63 $106,897 - $128,533	-450 Reduced 12.03%	3,290 $892,000
Q2 2021 Jul 14, 2021	SELL	$210.54 - $246.26 $21,054 - $24,626	-100 Reduced 2.6%	3,740 $914,000
Q1 2021 Apr 20, 2021	SELL	$205.33 - $248.59 $14,373 - $17,401	-70 Reduced 1.79%	3,840 $814,000
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $48,433 - $58,755	220 Added 5.96%	3,910 $870,000
Q2 2020 Jul 14, 2020	SELL	$134.06 - $191.65 $14,746 - $21,081	-110 Reduced 2.89%	3,690 $691,000
Q1 2020 Apr 23, 2020	BUY	$124.3 - $193.36 $155,375 - $241,700	1,250 Added 49.02%	3,800 $547,000
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $34,930 - $39,992	-250 Reduced 8.93%	2,550 $379,000
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $52,160 - $66,780	400 Added 16.67%	2,800 $443,000
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $289,608 - $383,664	2,400 New	2,400 $329,000

2,947

728M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $330B
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 Fortem Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Fortem Financial Group, LLC with notifications on news.