Guardian Capital Advisors LP Salesforce, Inc. Transaction History

Guardian Capital Advisors LP

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $392,418 - $548,532	-1,800 Reduced 59.41%	1,230 $316,000
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $153,685 - $193,930	-612 Reduced 16.8%	3,030 $912,000
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $714,742 - $973,324	3,642 New	3,642 $958,000
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $877,739 - $1.23 Million	-5,641 Reduced 50.67%	5,492 $884,000
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $348,878 - $467,747	1,831 Added 19.68%	11,133 $2.17 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $12,360 - $15,497	50 Added 0.54%	9,302 $2.21 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $116,399 - $139,958	490 Added 5.59%	9,252 $2.51 Million
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $141,061 - $164,994	670 Added 8.28%	8,762 $2.18 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $715,985 - $866,833	3,487 Added 75.72%	8,092 $1.85 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $467,818 - $567,523	2,125 Added 85.69%	4,605 $1.02 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $460,064 - $697,500	2,480 New	2,480 $649,000
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $213,771 - $244,754	-1,530 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $199,512 - $255,433	1,530 New	1,530 $239,000

2,949

726M

15.5M

15.6M

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...

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