Mount Yale Investment Advisors, LLC Salesforce, Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,552 shares of CRM stock, worth $942,594. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,552

Previous 15,946 77.72%

Holding current value

$942,594

Previous $5.33 Million 82.12%

% of portfolio

0.09%

Previous 0.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$268.36 - $359.95 $3.33 Million - $4.46 Million	-12,394 Reduced 77.72%	3,552 $953,000
Q4 2024 Jan 22, 2025	SELL	$270.87 - $367.87 $607,832 - $825,500	-2,244 Reduced 12.34%	15,946 $5.33 Million
Q3 2024 Oct 23, 2024	BUY	$238.42 - $276.53 $4.34 Million - $5.03 Million	18,190 New	18,190 $4.98 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $117,524 - $148,299	468 Added 59.24%	1,258 $378,000
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $1.07 Million - $1.46 Million	-5,453 Reduced 87.35%	790 $207,000
Q3 2023 Oct 11, 2023	BUY	$202.49 - $234.37 $915,457 - $1.06 Million	4,521 Added 262.54%	6,243 $1.27 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $325,268 - $384,660	1,722 New	1,722 $363,000
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $353,367 - $497,008	-2,271 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$190.54 - $255.46 $446,435 - $598,542	-2,343 Reduced 50.78%	2,271 $482,000
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $8,157 - $10,228	33 Added 0.72%	4,614 $1.17 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $96,207 - $115,680	405 Added 9.7%	4,581 $1.24 Million
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $4,842 - $5,663	23 Added 0.55%	4,176 $1.02 Million
Q1 2021 May 04, 2021	SELL	$205.33 - $248.59 $305,941 - $370,399	-1,490 Reduced 26.4%	4,153 $880,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $59,220 - $71,841	269 Added 5.01%	5,643 $1.26 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $374,173 - $567,281	2,017 Added 60.08%	5,374 $1.35 Million
Q2 2020 Jul 09, 2020	BUY	$134.06 - $191.65 $450,039 - $643,369	3,357 New	3,357 $629,000
Q1 2020 May 04, 2020	SELL	$124.3 - $193.36 $207,829 - $323,297	-1,672 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$142.33 - $164.98 $49,957 - $57,907	-351 Reduced 17.35%	1,672 $305,000
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $73,213 - $83,824	524 Added 34.96%	2,023 $329,000
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $217,504 - $248,774	1,499 New	1,499 $212,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $216,481 - $286,788	-1,794 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $1,097 - $1,283	-8 Reduced 0.44%	1,794 $254,000
Q2 2018 Aug 22, 2018	BUY	$115.3 - $139.8 $7,263 - $8,807	63 Added 3.62%	1,802 $246,000
Q1 2018 Jun 25, 2018	BUY	$104.03 - $127.99 $180,908 - $222,574	1,739 New	1,739 $202,000

Others Institutions Holding CRM

# of Institutions

3,354

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $265B
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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Mount Yale Investment Advisors, LLC Salesforce, Inc. Transaction History