Pfg Advisors Salesforce, Inc. Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

A detailed history of Pfg Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Pfg Advisors holds 2,331 shares of CRM stock, worth $797,248. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,331

Previous 2,414 3.44%

Holding current value

$797,248

Previous $620,000 2.9%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$238.42 - $276.53 $19,788 - $22,951	-83 Reduced 3.44%	2,331 $638,000
Q2 2024 Aug 07, 2024	BUY	$218.01 - $304.74 $161,327 - $225,507	740 Added 44.21%	2,414 $620,000
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $35,407 - $44,680	141 Added 9.2%	1,674 $504,000
Q4 2023 Jan 19, 2024	BUY	$196.25 - $267.25 $10,205 - $13,897	52 Added 3.51%	1,533 $403,000
Q3 2023 Oct 13, 2023	SELL	$202.49 - $234.37 $85,450 - $98,904	-422 Reduced 22.18%	1,481 $300,000
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $138,078 - $163,290	731 Added 62.37%	1,903 $402,000
Q1 2023 Apr 20, 2023	BUY	$134.8 - $199.78 $157,985 - $234,142	1,172 New	1,172 $234,000
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $11,825 - $16,632	76 Added 6.44%	1,257 $207,000
Q1 2022 Apr 19, 2022	SELL	$190.54 - $255.46 $67,260 - $90,177	-353 Reduced 23.01%	1,181 $251,000
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $147,831 - $185,356	598 Added 63.89%	1,534 $390,000
Q3 2021 Nov 05, 2021	SELL	$237.55 - $285.63 $27,555 - $33,133	-116 Reduced 11.03%	936 $254,000
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $12,211 - $14,283	58 Added 5.84%	1,052 $257,000
Q1 2021 Apr 27, 2021	SELL	$205.33 - $248.59 $11,703 - $14,169	-57 Reduced 5.42%	994 $211,000
Q4 2020 Jan 26, 2021	SELL	$220.15 - $267.07 $481,908 - $584,616	-2,189 Reduced 67.56%	1,051 $234,000
Q3 2020 Oct 13, 2020	BUY	$185.51 - $281.25 $126,146 - $191,250	680 Added 26.56%	3,240 $842,000
Q2 2020 Jul 16, 2020	SELL	$134.06 - $191.65 $8,043 - $11,499	-60 Reduced 2.29%	2,560 $509,000
Q1 2020 Apr 29, 2020	SELL	$124.3 - $193.36 $36,668 - $57,041	-295 Reduced 10.12%	2,620 $426,000
Q4 2019 Jan 14, 2020	SELL	$142.33 - $164.98 $1,423 - $1,649	-10 Reduced 0.34%	2,915 $517,000
Q3 2019 Oct 15, 2019	BUY	$139.72 - $159.97 $22,355 - $25,595	160 Added 5.79%	2,925 $430,000
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $15,961 - $18,255	110 Added 4.14%	2,765 $442,000
Q1 2019 May 08, 2019	SELL	$130.4 - $166.95 $39,120 - $50,085	-300 Reduced 10.15%	2,655 $439,000
Q4 2018 Feb 19, 2019	SELL	$120.67 - $159.86 $21,479 - $28,455	-178 Reduced 5.68%	2,955 $481,000
Q4 2018 Jan 18, 2019	BUY	$120.67 - $159.86 $378,059 - $500,841	3,133 New	3,133 $457,000

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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.

Account