Insight Advisors, LLC Salesforce, Inc. Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

A detailed history of Insight Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Insight Advisors, LLC holds 1,023 shares of CRM stock, worth $350,786. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,023

Previous 1,220 16.15%

Holding current value

$350,786

Previous $313,000 10.54%

% of portfolio

0.08%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$238.42 - $276.53 $46,968 - $54,476	-197 Reduced 16.15%	1,023 $280,000
Q2 2024 Jul 15, 2024	SELL	$218.01 - $304.74 $214,085 - $299,254	-982 Reduced 44.6%	1,220 $313,000
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $228,770 - $288,677	911 Added 70.57%	2,202 $663,000
Q4 2023 Jan 23, 2024	SELL	$196.25 - $267.25 $2,158 - $2,939	-11 Reduced 0.84%	1,291 $339,000
Q3 2023 Nov 07, 2023	SELL	$202.49 - $234.37 $58,924 - $68,201	-291 Reduced 18.27%	1,302 $264,000
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $145,823 - $172,449	-772 Reduced 32.64%	1,593 $336,000
Q1 2023 May 03, 2023	SELL	$134.8 - $199.78 $210,422 - $311,856	-1,561 Reduced 39.76%	2,365 $472,000
Q4 2022 Feb 21, 2023	BUY	$128.21 - $165.27 $95,131 - $122,630	742 Added 23.3%	3,926 $520,000
Q3 2022 Dec 12, 2022	SELL	$143.84 - $191.27 $34,233 - $45,522	-238 Reduced 6.95%	3,184 $458,000
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $112,810 - $158,666	-725 Reduced 17.48%	3,422 $647,000
Q1 2022 Jun 02, 2022	BUY	$190.54 - $255.46 $109,560 - $146,889	575 Added 16.1%	4,147 $880,000
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $38,679 - $51,858	203 Added 6.03%	3,572 $758,000
Q4 2021 Feb 09, 2022	SELL	$247.21 - $309.96 $92,950 - $116,544	-376 Reduced 10.04%	3,369 $856,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $15,678 - $18,851	66 Added 1.79%	3,745 $1.15 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $26,738 - $31,275	127 Added 3.58%	3,679 $886,000
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $231,406 - $280,160	-1,127 Reduced 24.09%	3,552 $817,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $1.03 Million - $1.25 Million	4,679 New	4,679 $1.04 Million

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 $343B
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...

More about CRM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Salesforce, Inc. Transaction History