Ls Investment Advisors, LLC Salesforce, Inc. Transaction History

Ls Investment Advisors, LLC

$656 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 11, 2021	SELL	$210.54 - $246.26 $2.95 Million - $3.45 Million	-14,015 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $431,398 - $522,287	-2,101 Reduced 13.04%	14,015 $2.97 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $88,060 - $106,828	400 Added 2.55%	16,116 $3.59 Million
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $33,206 - $50,343	-179 Reduced 1.13%	15,716 $3.95 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $19,974 - $28,555	149 Added 0.95%	15,895 $2.98 Million
Q1 2020 Apr 20, 2020	SELL	$124.3 - $193.36 $127,531 - $198,387	-1,026 Reduced 6.12%	15,746 $2.27 Million
Q4 2019 Jan 31, 2020	SELL	$142.33 - $164.98 $7,970 - $9,238	-56 Reduced 0.33%	16,772 $2.73 Million
Q3 2019 Oct 31, 2019	BUY	$139.72 - $159.97 $207,763 - $237,875	1,487 Added 9.69%	16,828 $2.5 Million
Q2 2019 Aug 07, 2019	BUY	$145.1 - $165.96 $58,040 - $66,384	400 Added 2.68%	15,341 $2.33 Million
Q1 2019 Apr 25, 2019	SELL	$130.4 - $166.95 $18,647 - $23,873	-143 Reduced 0.95%	14,941 $2.37 Million
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $327,377 - $433,700	2,713 Added 21.93%	15,084 $2.07 Million
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $43,613 - $51,016	-318 Reduced 2.51%	12,371 $1.97 Million
Q2 2018 Jul 20, 2018	SELL	$115.3 - $139.8 $15,104 - $18,313	-131 Reduced 1.02%	12,689 $1.73 Million
Q1 2018 May 08, 2018	SELL	$104.03 - $127.99 $58,880 - $72,442	-566 Reduced 4.23%	12,820 $1.49 Million
Q4 2017 Feb 07, 2018	BUY	$93.94 - $108.8 $73,273 - $84,864	780 Added 6.19%	13,386 $1.37 Million
Q3 2017 Oct 19, 2017	BUY	$87.63 - $97.71 $1.1 Million - $1.23 Million	12,606	12,606 $1.18 Million

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$28.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$24.6 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.2 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.04 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.53 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 $330B
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...

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