Personal Capital Advisors Corp Salesforce, Inc. Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Personal Capital Advisors Corp holds 409,528 shares of CRM stock, worth $121 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

409,528

Previous 490,626 16.53%

Holding current value

$121 Million

Previous $70.6 Million 23.04%

% of portfolio

0.26%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $10.4 Million - $13.4 Million	-81,098 Reduced 16.53%	409,528 $54.3 Million
Q3 2022 Nov 07, 2022	BUY	$143.84 - $191.27 $14.6 Million - $19.4 Million	101,463 Added 26.07%	490,626 $70.6 Million
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $3.17 Million - $4.46 Million	-20,362 Reduced 4.97%	389,163 $64.2 Million
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $1.27 Million - $1.7 Million	-6,644 Reduced 1.6%	409,525 $87 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $3.97 Million - $4.98 Million	16,070 Added 4.02%	416,169 $106 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $3.59 Million - $4.32 Million	15,128 Added 3.93%	400,099 $109 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $7.8 Million - $9.13 Million	37,061 Added 10.65%	384,971 $94 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $1.53 Million - $1.85 Million	7,447 Added 2.19%	347,910 $73.7 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $865,409 - $1.05 Million	3,931 Added 1.17%	340,463 $75.8 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $662,270 - $1 Million	-3,570 Reduced 1.05%	336,532 $84.6 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $462,775 - $661,575	3,452 Added 1.03%	340,102 $63.7 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $551,270 - $857,551	4,435 Added 1.33%	336,650 $48.6 Million
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $2.6 Million - $3.01 Million	18,265 Added 5.82%	332,215 $54 Million
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $2.09 Million - $2.39 Million	14,952 Added 5.0%	313,950 $46.6 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $2.67 Million - $3.05 Million	18,393 Added 6.55%	298,998 $45.4 Million
Q1 2019 May 13, 2019	SELL	$130.4 - $166.95 $4.77 Million - $6.1 Million	-36,547 Reduced 11.52%	280,605 $44.4 Million
Q4 2018 Jan 16, 2019	BUY	$120.67 - $159.86 $602,505 - $798,180	4,993 Added 1.6%	317,152 $43.4 Million
Q3 2018 Oct 09, 2018	BUY	$137.15 - $160.43 $670,937 - $784,823	4,892 Added 1.59%	312,159 $49.6 Million
Q2 2018 Aug 01, 2018	BUY	$115.3 - $139.8 $1.55 Million - $1.88 Million	13,481 Added 4.59%	307,267 $41.9 Million
Q1 2018 May 09, 2018	BUY	$104.03 - $127.99 $2.24 Million - $2.76 Million	21,545 Added 7.91%	293,786 $34.2 Million
Q4 2017 Jan 19, 2018	BUY	$93.94 - $108.8 $2.03 Million - $2.35 Million	21,620 Added 8.63%	272,241 $27.8 Million
Q3 2017 Oct 23, 2017	BUY	$87.63 - $97.71 $22 Million - $24.5 Million	250,621	250,621 $23.4 Million

Others Institutions Holding CRM

# of Institutions

3,415

Shares Held

754M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $295B
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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Personal Capital Advisors Corp Salesforce, Inc. Transaction History