Laurel Wealth Advisors, Inc. Salesforce, Inc. Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 11,061 shares of CRM stock, worth $2.84 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,061

Previous 11,330 2.37%

Holding current value

$2.84 Million

Previous $1.63 Million 10.0%

% of portfolio

0.14%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $34,488 - $44,457	-269 Reduced 2.37%	11,061 $1.47 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $87,310 - $116,100	607 Added 5.66%	11,330 $1.63 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $82,623 - $116,209	-531 Reduced 4.72%	10,723 $1.77 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $104,797 - $140,503	-550 Reduced 4.66%	11,254 $2.39 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $2.19 Million - $2.74 Million	8,843 Added 298.65%	11,804 $3 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $47,747 - $57,411	-201 Reduced 6.36%	2,961 $803,000
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $95,374 - $111,555	453 Added 16.72%	3,162 $772,000
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $34,495 - $41,763	168 Added 6.61%	2,709 $574,000
Q4 2020 Mar 03, 2021	BUY	$220.15 - $267.07 $94,004 - $114,038	427 Added 20.2%	2,541 $565,000
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $5,936 - $9,000	-32 Reduced 1.49%	2,114 $531,000
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $5,094 - $7,282	38 Added 1.8%	2,146 $402,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $363,453 - $565,384	-2,924 Reduced 58.11%	2,108 $304,000
Q4 2019 Feb 13, 2020	SELL	$142.33 - $164.98 $196,984 - $228,332	-1,384 Reduced 21.57%	5,032 $818,000
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $524,089 - $600,047	3,751 Added 140.75%	6,416 $952,000
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $85,754 - $98,082	-591 Reduced 18.15%	2,665 $404,000
Q1 2019 May 16, 2019	BUY	$130.4 - $166.95 $20,342 - $26,044	156 Added 5.03%	3,256 $516,000
Q4 2018 Feb 13, 2019	SELL	$120.67 - $159.86 $68,057 - $90,161	-564 Reduced 15.39%	3,100 $424,000
Q3 2018 Nov 15, 2018	BUY	$137.15 - $160.43 $502,517 - $587,815	3,664 New	3,664 $582,000
Q2 2018 Aug 20, 2018	SELL	$115.3 - $139.8 $229,101 - $277,782	-1,987 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$104.03 - $127.99 $206,707 - $254,316	1,987 New	1,987 $231,000
Q4 2017 Feb 15, 2018	SELL	$93.94 - $108.8 $201,595 - $233,484	-2,146 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $188,053 - $209,685	2,146	2,146 $200,000

Others Institutions Holding CRM

# of Institutions

3,382

Shares Held

776M

Call Options Held

18.8M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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 Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Account

Laurel Wealth Advisors, Inc. Salesforce, Inc. Transaction History