High Net Worth Advisory Group LLC Salesforce, Inc. Transaction History

High Net Worth Advisory Group LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$196.25 - $267.25 $156,411 - $212,998	797 New	797 $209,000
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $227,138 - $336,629	-1,685 Reduced 30.33%	3,870 $773,000
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $113,081 - $145,768	882 Added 18.87%	5,555 $736,000
Q3 2022 Oct 24, 2022	SELL	$143.84 - $191.27 $1,438 - $1,912	-10 Reduced 0.21%	4,673 $672,000
Q2 2022 Aug 10, 2022	BUY	$155.6 - $218.85 $247,404 - $347,971	1,590 Added 51.41%	4,683 $773,000
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $16,195 - $21,714	85 Added 2.83%	3,093 $656,000
Q4 2021 Apr 27, 2022	BUY	$247.21 - $309.96 $743,607 - $932,359	3,008 New	3,008 $686,000

2,921

750M

15.6M

16M

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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