Halbert Hargrove Global Advisors, LLC Salesforce, Inc. Transaction History

Halbert Hargrove Global Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$134.8 - $199.78 $180,901 - $268,104	1,342 New	1,342 $268,000
Q2 2022 Aug 05, 2022	SELL	$155.6 - $218.85 $209,282 - $294,353	-1,345 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $28,390 - $38,063	149 Added 12.46%	1,345 $286,000
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $77,376 - $97,017	-313 Reduced 20.74%	1,196 $304,000
Q3 2021 Oct 29, 2021	BUY	$237.55 - $285.63 $10,689 - $12,853	45 Added 3.07%	1,509 $409,000
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $29,054 - $33,983	138 Added 10.41%	1,464 $358,000
Q1 2021 May 06, 2021	SELL	$205.33 - $248.59 $3,695 - $4,474	-18 Reduced 1.34%	1,326 $281,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $91,142 - $110,566	414 Added 44.52%	1,344 $299,000
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $172,524 - $261,562	930 New	930 $234,000

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...

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.