Patriot Financial Group Insurance Agency, LLC Salesforce, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 3,445 shares of CRM stock, worth $919,126. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,445

Previous 3,344 3.02%

Holding current value

$919,126

Previous $1.01 Million 12.12%

% of portfolio

0.13%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$218.01 - $304.74 $22,019 - $30,778	101 Added 3.02%	3,445 $885,000
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $23,856 - $30,103	95 Added 2.92%	3,344 $1.01 Million
Q4 2023 Jan 19, 2024	BUY	$196.25 - $267.25 $10,990 - $14,966	56 Added 1.75%	3,249 $854,000
Q3 2023 Oct 19, 2023	BUY	$202.49 - $234.37 $46,775 - $54,139	231 Added 7.8%	3,193 $647,000
Q2 2023 Jul 17, 2023	SELL	$188.89 - $223.38 $33,055 - $39,091	-175 Reduced 5.58%	2,962 $625,000
Q1 2023 Apr 20, 2023	BUY	$134.8 - $199.78 $40,979 - $60,733	304 Added 10.73%	3,137 $626,000
Q4 2022 Jan 17, 2023	BUY	$128.21 - $165.27 $66,669 - $85,940	520 Added 22.48%	2,833 $0
Q3 2022 Oct 31, 2022	BUY	$143.84 - $191.27 $83,571 - $111,127	581 Added 33.55%	2,313 $333,000
Q2 2022 Jul 29, 2022	SELL	$155.6 - $218.85 $75,621 - $106,361	-486 Reduced 21.91%	1,732 $286,000
Q1 2022 May 11, 2022	BUY	$190.54 - $255.46 $23,817 - $31,932	125 Added 5.97%	2,218 $471,000
Q4 2021 Jan 10, 2022	BUY	$247.21 - $309.96 $2,224 - $2,789	9 Added 0.43%	2,093 $532,000
Q3 2021 Nov 24, 2021	BUY	$237.55 - $285.63 $71,265 - $85,689	300 Added 16.82%	2,084 $565,000
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $226,119 - $264,483	1,074 Added 151.27%	1,784 $436,000
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $174,325 - $211,052	-849 Reduced 54.46%	710 $150,000
Q4 2020 Jan 15, 2021	SELL	$220.15 - $267.07 $2,641 - $3,204	-12 Reduced 0.76%	1,559 $347,000
Q3 2020 Oct 21, 2020	SELL	$185.51 - $281.25 $7,605 - $11,531	-41 Reduced 2.54%	1,571 $395,000
Q2 2020 Jul 10, 2020	BUY	$134.06 - $191.65 $4,558 - $6,516	34 Added 2.15%	1,612 $302,000
Q1 2020 Apr 15, 2020	BUY	$124.3 - $193.36 $32,566 - $50,660	262 Added 19.91%	1,578 $227,000
Q4 2019 Jan 22, 2020	SELL	$142.33 - $164.98 $27,896 - $32,336	-196 Reduced 12.96%	1,316 $214,000
Q3 2019 Oct 25, 2019	SELL	$139.72 - $159.97 $7,405 - $8,478	-53 Reduced 3.39%	1,512 $224,000
Q2 2019 Aug 07, 2019	BUY	$145.1 - $165.96 $32,647 - $37,341	225 Added 16.79%	1,565 $241,000
Q1 2019 Apr 29, 2019	BUY	$130.4 - $166.95 $148,264 - $189,822	1,137 Added 560.1%	1,340 $212,000
Q4 2018 Feb 04, 2019	BUY	$120.67 - $159.86 $24,496 - $32,451	203 New	203 $28,000
Q2 2018 Aug 14, 2018	SELL	$115.3 - $139.8 $26,519 - $32,154	-230 Closed	0 $0
Q3 2017 Oct 26, 2017	SELL	$87.63 - $97.71 $262 - $293	-3 Reduced 1.29%	230 $22,000
Q2 2017 Aug 08, 2017	BUY	N/A	233	233 $21,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account

Patriot Financial Group Insurance Agency, LLC Salesforce, Inc. Transaction History