Polaris Wealth Advisory Group, LLC Salesforce, Inc. Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 10,940 shares of CRM stock, worth $3.77 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,940

Previous 8,076 35.46%

Holding current value

$3.77 Million

Previous $1.71 Million 30.01%

% of portfolio

0.17%

Previous 0.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$202.49 - $234.37 $579,931 - $671,235	2,864 Added 35.46%	10,940 $2.22 Million
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $1.19 Million - $1.4 Million	6,283 Added 350.42%	8,076 $1.71 Million
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $1,348 - $1,997	10 Added 0.56%	1,793 $358,000
Q3 2022 Oct 12, 2022	SELL	$143.84 - $191.27 $2.23 Million - $2.96 Million	-15,487 Reduced 89.68%	1,783 $260,000
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $2.47 Million - $3.48 Million	15,888 Added 1149.64%	17,270 $2.85 Million
Q1 2022 Apr 19, 2022	SELL	$190.54 - $255.46 $6.81 Million - $9.13 Million	-35,740 Reduced 96.28%	1,382 $277,000
Q4 2021 Jan 26, 2022	SELL	$247.21 - $309.96 $106,053 - $132,972	-429 Reduced 1.14%	37,122 $9.43 Million
Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $7.81 Million - $9.39 Million	32,860 Added 700.49%	37,551 $10.3 Million
Q2 2021 Jul 23, 2021	SELL	$210.54 - $246.26 $173,906 - $203,410	-826 Reduced 14.97%	4,691 $1.15 Million
Q1 2021 Apr 19, 2021	BUY	$205.33 - $248.59 $849,039 - $1.03 Million	4,135 Added 299.2%	5,517 $1.28 Million
Q3 2020 Oct 15, 2020	SELL	$185.51 - $281.25 $9,646 - $14,625	-52 Reduced 3.63%	1,382 $348,000
Q2 2020 Jul 13, 2020	SELL	$134.06 - $191.65 $29,225 - $41,779	-218 Reduced 13.2%	1,434 $275,000
Q1 2020 Apr 09, 2020	BUY	$124.3 - $193.36 $33,063 - $51,433	266 Added 19.19%	1,652 $238,000
Q4 2019 Jan 29, 2020	SELL	$142.33 - $164.98 $40,564 - $47,019	-285 Reduced 17.06%	1,386 $253,000
Q3 2019 Oct 09, 2019	SELL	$139.72 - $159.97 $43,452 - $49,750	-311 Reduced 15.69%	1,671 $241,000
Q2 2019 Jul 25, 2019	BUY	$145.1 - $165.96 $87,060 - $99,576	600 Added 43.42%	1,982 $305,000
Q1 2019 Apr 09, 2019	BUY	$130.4 - $166.95 $180,212 - $230,724	1,382 New	1,382 $223,000
Q4 2018 Jan 17, 2019	SELL	$120.67 - $159.86 $166,765 - $220,926	-1,382 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$137.15 - $160.43 $189,541 - $221,714	1,382 New	1,382 $220,000
Q2 2018 Jul 09, 2018	SELL	$115.3 - $139.8 $153,579 - $186,213	-1,332 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$104.03 - $127.99 $138,567 - $170,482	1,332 New	1,332 $155,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $344B
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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Polaris Wealth Advisory Group, LLC Salesforce, Inc. Transaction History