Legacy Advisors, LLC Salesforce, Inc. Transaction History

Legacy Advisors, LLC

$918 Million
Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 4,659 shares of CRM stock, worth $1.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,659

Previous 3,963 17.56%

Holding current value

$1.6 Million

Previous $1.02 Million 25.25%

% of portfolio

0.14%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $165,940 - $192,464	696 Added 17.56%	4,659 $1.28 Million
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $251,147 - $351,060	-1,152 Reduced 22.52%	3,963 $1.02 Million
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $372,662 - $470,249	1,484 Added 40.87%	5,115 $1.54 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $119,123 - $162,220	607 Added 20.07%	3,631 $955,000
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $31,183 - $36,092	154 Added 5.37%	3,024 $613,000
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $51,566 - $60,982	273 Added 10.51%	2,870 $606,000
Q1 2023 May 01, 2023	BUY	$134.8 - $199.78 $48,932 - $72,520	363 Added 16.25%	2,597 $518,000
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $53,207 - $68,587	-415 Reduced 15.67%	2,234 $296,000
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $381,032 - $506,674	2,649 New	2,649 $381,000
Q1 2019 Apr 08, 2019	BUY	$130.4 - $166.95 $29,861 - $38,231	229 New	229 $36,000
Q4 2018 Jan 14, 2019	SELL	$120.67 - $159.86 $33,666 - $44,600	-279 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$137.15 - $160.43 $6,857 - $8,021	50 Added 21.83%	279 $44,000
Q1 2018 Apr 17, 2018	SELL	$104.03 - $127.99 $12,587 - $15,486	-121 Reduced 34.57%	229 $27,000
Q4 2017 Jan 26, 2018	BUY	$93.94 - $108.8 $11,366 - $13,164	121 Added 52.84%	350 $35,000
Q3 2017 Nov 03, 2017	BUY	$87.63 - $97.71 $20,067 - $22,375	229	229 $21,000

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 $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

Track This Portfolio

Portfolio Update

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

News

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

Account

Legacy Advisors, LLC Salesforce, Inc. Transaction History