Juncture Wealth Strategies, LLC Salesforce, Inc. Transaction History

Juncture Wealth Strategies, LLC

$258 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$196.25 - $267.25 $556,368 - $757,653	-2,835 Reduced 66.32%	1,440 $378,000
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $286,118 - $331,164	1,413 Added 49.37%	4,275 $866,000
Q2 2023 Jul 11, 2023	BUY	$188.89 - $223.38 $540,603 - $639,313	2,862 New	2,862 $604,000
Q2 2022 Jul 14, 2022	SELL	$155.6 - $218.85 $106,119 - $149,255	-682 Reduced 24.38%	2,115 $349,000
Q1 2022 Jul 14, 2022	SELL	$190.54 - $255.46 $162,530 - $217,907	-853 Reduced 23.37%	2,797 $594,000
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $53,397 - $66,951	216 Added 6.29%	3,650 $928,000
Q3 2021 Oct 15, 2021	SELL	$237.55 - $285.63 $1,187 - $1,428	-5 Reduced 0.15%	3,434 $931,000
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $78,952 - $92,347	375 Added 12.24%	3,439 $837,000
Q1 2021 Apr 15, 2021	SELL	$205.33 - $248.59 $257,278 - $311,483	-1,253 Reduced 29.02%	3,064 $643,000
Q4 2020 Jan 25, 2021	SELL	$220.15 - $267.07 $32,802 - $39,793	-149 Reduced 3.34%	4,317 $961,000
Q3 2020 Oct 15, 2020	BUY	$185.51 - $281.25 $8,347 - $12,656	45 Added 1.02%	4,466 $1.12 Million
Q2 2020 Jul 28, 2020	BUY	$134.06 - $191.65 $25,203 - $36,030	188 Added 4.44%	4,421 $828,000
Q1 2020 Apr 21, 2020	SELL	$124.3 - $193.36 $41,267 - $64,195	-332 Reduced 7.27%	4,233 $609,000
Q4 2019 Feb 03, 2020	SELL	$142.33 - $164.98 $16,510 - $19,137	-116 Reduced 2.48%	4,565 $742,000
Q3 2019 Oct 10, 2019	SELL	$139.72 - $159.97 $60,638 - $69,426	-434 Reduced 8.48%	4,681 $695,000
Q2 2019 Jul 16, 2019	SELL	$145.1 - $165.96 $64,714 - $74,018	-446 Reduced 8.02%	5,115 $776,000
Q1 2019 Apr 09, 2019	SELL	$130.4 - $166.95 $185,950 - $238,070	-1,426 Reduced 20.41%	5,561 $881,000
Q4 2018 Jan 17, 2019	SELL	$120.67 - $159.86 $171,351 - $227,001	-1,420 Reduced 16.89%	6,987 $957,000
Q3 2018 Oct 03, 2018	SELL	$137.15 - $160.43 $103,959 - $121,605	-758 Reduced 8.27%	8,407 $1.34 Million
Q2 2018 Jul 13, 2018	BUY	$115.3 - $139.8 $10,146 - $12,302	88 Added 0.97%	9,165 $1.25 Million
Q1 2018 Apr 25, 2018	SELL	$104.03 - $127.99 $118,386 - $145,652	-1,138 Reduced 11.14%	9,077 $1.06 Million
Q4 2017 Jan 22, 2018	SELL	$93.94 - $108.8 $209,298 - $242,406	-2,228 Reduced 17.91%	10,215 $1.04 Million
Q3 2017 Oct 18, 2017	BUY	$87.63 - $97.71 $1.09 Million - $1.22 Million	12,443	12,443 $1.16 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.9 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.7 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.9 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.39 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.81 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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

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