High Point Advisor Group LLC Salesforce, Inc. Transaction History

High Point Advisor Group LLC

$1.67 Billion
Q3 2024

A detailed history of High Point Advisor Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, High Point Advisor Group LLC holds 23,046 shares of CRM stock, worth $7.74 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

23,046

Previous 28,340 18.68%

Holding current value

$7.74 Million

Previous $7.29 Million 13.44%

% of portfolio

0.38%

Previous 0.41%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $1.26 Million - $1.46 Million	-5,294 Reduced 18.68%	23,046 $6.31 Million
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $2.13 Million - $2.98 Million	9,775 Added 52.65%	28,340 $7.29 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $27,623 - $34,856	110 Added 0.6%	18,565 $5.59 Million
Q4 2023 Mar 26, 2024	SELL	$196.25 - $267.25 $543,220 - $739,748	-2,768 Reduced 13.04%	18,455 $4.86 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $1,867 - $2,626	-12 Reduced 0.06%	21,223 $3.67 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $109,273 - $131,389	-460 Reduced 2.12%	21,235 $5.76 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $476,873 - $557,778	2,265 Added 11.66%	21,695 $5.3 Million
Q1 2021 Apr 12, 2021	SELL	$205.33 - $248.59 $148,248 - $179,481	-722 Reduced 3.58%	19,430 $4.49 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $1.79 Million - $2.17 Million	8,135 Added 67.7%	20,152 $4.77 Million
Q3 2020 Nov 06, 2020	SELL	$185.51 - $281.25 $40,812 - $61,875	-220 Reduced 1.8%	12,017 $3.13 Million
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $430,600 - $615,579	-3,212 Reduced 20.79%	12,237 $2.35 Million
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $1.62 Million - $2.53 Million	13,071 Added 549.66%	15,449 $2.38 Million
Q1 2020 Apr 27, 2020	SELL	$124.3 - $193.36 $522,557 - $812,885	-4,204 Reduced 63.87%	2,378 $15.4 Million
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $268,576 - $311,317	1,887 Added 40.19%	6,582 $1.22 Million
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $430,896 - $493,347	-3,084 Reduced 39.65%	4,695 $756,000
Q2 2019 Aug 15, 2019	BUY	$145.1 - $165.96 $54,702 - $62,566	377 Added 5.09%	7,779 $1.23 Million
Q1 2019 May 08, 2019	BUY	$130.4 - $166.95 $473,612 - $606,362	3,632 Added 96.34%	7,402 $1.16 Million
Q4 2018 Feb 20, 2019	BUY	$120.67 - $159.86 $60,697 - $80,409	503 Added 15.4%	3,770 $605,000
Q3 2018 Oct 24, 2018	BUY	$137.15 - $160.43 $20,846 - $24,385	152 Added 4.88%	3,267 $467,000
Q2 2018 Aug 20, 2018	BUY	$115.3 - $139.8 $32,745 - $39,703	284 Added 10.03%	3,115 $454,000
Q1 2018 Jun 11, 2018	BUY	$104.03 - $127.99 $10,923 - $13,438	105 Added 3.85%	2,831 $378,000
Q4 2017 Feb 15, 2018	BUY	$93.94 - $108.8 $256,080 - $296,588	2,726	2,726 $294,000

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...

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High Point Advisor Group LLC Salesforce, Inc. Transaction History