Legacy Financial Advisors, Inc. Salesforce, Inc. Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,367 shares of CRM stock, worth $2.18 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,367

Previous 5,716 11.39%

Holding current value

$2.18 Million

Previous $1.47 Million 18.58%

% of portfolio

0.34%

Previous 0.29%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $155,211 - $180,021	651 Added 11.39%	6,367 $1.74 Million
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $24,853 - $34,740	-114 Reduced 1.96%	5,716 $1.47 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $136,609 - $172,382	544 Added 10.29%	5,830 $1.76 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $109,311 - $148,858	557 Added 11.78%	5,286 $1.39 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $173,736 - $201,089	858 Added 22.16%	4,729 $958,000
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $68,755 - $81,310	364 Added 10.38%	3,871 $817,000
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $165,534 - $245,329	1,228 Added 53.88%	3,507 $700,000
Q4 2022 Feb 06, 2023	BUY	$128.21 - $165.27 $70,130 - $90,402	547 Added 31.58%	2,279 $302,000
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $142,257 - $189,166	-989 Reduced 36.35%	1,732 $249,000
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $141,129 - $198,496	907 Added 50.0%	2,721 $449,000
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $78,121 - $104,738	-410 Reduced 18.44%	1,814 $385,000
Q4 2021 Feb 04, 2022	BUY	$247.21 - $309.96 $152,034 - $190,625	615 Added 38.22%	2,224 $565,000
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $59,625 - $71,693	251 Added 18.48%	1,609 $436,000
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $78,741 - $92,101	374 Added 38.01%	1,358 $332,000
Q1 2021 Apr 28, 2021	SELL	$205.33 - $248.59 $23,612 - $28,587	-115 Reduced 10.46%	984 $208,000
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $42,268 - $51,277	192 Added 21.17%	1,099 $245,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $168,257 - $255,093	907 New	907 $228,000
Q2 2019 Aug 07, 2019	SELL	$145.1 - $165.96 $22,635 - $25,889	-156 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $9,128 - $11,686	70 Added 81.4%	156 $25,000
Q4 2018 Jan 16, 2019	BUY	$120.67 - $159.86 $482 - $639	4 Added 4.88%	86 $12,000
Q2 2018 Jul 17, 2018	BUY	$115.3 - $139.8 $3,920 - $4,753	34 Added 70.83%	82 $12,000
Q4 2017 Feb 09, 2018	BUY	$93.94 - $108.8 $4,509 - $5,222	48	48 $4,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $342B
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 Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Salesforce, Inc. Transaction History