Private Advisor Group, LLC Salesforce, Inc. Transaction History

Private Advisor Group, LLC

$15.6 Billion
Q3 2024

A detailed history of Private Advisor Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Advisor Group, LLC holds 71,399 shares of CRM stock, worth $21 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

71,399

Previous 73,332 2.64%

Holding current value

$21 Million

Previous $18.9 Million 3.65%

% of portfolio

0.13%

Previous 0.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$238.42 - $276.53 $460,865 - $534,532	-1,933 Reduced 2.64%	71,399 $19.5 Million
Q2 2024 Aug 05, 2024	SELL	$218.01 - $304.74 $248,095 - $346,794	-1,138 Reduced 1.53%	73,332 $18.9 Million
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $1.35 Million - $1.7 Million	5,363 Added 7.76%	74,470 $22.4 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $443,721 - $604,252	2,261 Added 3.38%	69,107 $18.2 Million
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $114,609 - $132,653	566 Added 0.85%	66,846 $13.6 Million
Q2 2023 Aug 09, 2023	BUY	$188.89 - $223.38 $920,649 - $1.09 Million	4,874 Added 7.94%	66,280 $14 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $21,298 - $31,565	-158 Reduced 0.26%	61,406 $12.3 Million
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $39,232 - $50,572	-306 Reduced 0.49%	61,564 $0
Q3 2022 Oct 14, 2022	SELL	$143.84 - $191.27 $2.01 Million - $2.67 Million	-13,974 Reduced 18.42%	61,870 $8.9 Million
Q2 2022 Jul 13, 2022	SELL	$155.6 - $218.85 $742,990 - $1.05 Million	-4,775 Reduced 5.92%	75,844 $12.5 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $3.4 Million - $4.56 Million	17,861 Added 28.46%	80,619 $17.1 Million
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $5.08 Million - $6.37 Million	-20,545 Reduced 24.66%	62,758 $15.9 Million
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $7.94 Million - $9.55 Million	33,441 Added 67.07%	83,303 $22.6 Million
Q2 2021 Aug 12, 2021	SELL	$210.54 - $246.26 $566,352 - $662,439	-2,690 Reduced 5.12%	49,862 $12.2 Million
Q1 2021 Apr 22, 2021	SELL	$205.33 - $248.59 $2.67 Million - $3.23 Million	-13,002 Reduced 19.83%	52,552 $11.1 Million
Q4 2020 Apr 01, 2021	BUY	$220.15 - $267.07 $7.49 Million - $9.09 Million	34,035 Added 107.98%	65,554 $14.6 Million
Q3 2020 Nov 02, 2020	BUY	$185.51 - $281.25 $836,093 - $1.27 Million	4,507 Added 16.69%	31,519 $7.14 Million
Q2 2020 Aug 17, 2020	BUY	$134.06 - $191.65 $406,201 - $580,699	3,030 Added 12.63%	27,012 $5.06 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $202,111 - $314,403	1,626 Added 7.27%	23,982 $3.45 Million
Q4 2019 Feb 10, 2020	BUY	$142.33 - $164.98 $464,280 - $538,164	3,262 Added 17.08%	22,356 $3.64 Million
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $1.08 Million - $1.24 Million	-7,448 Reduced 28.06%	19,094 $2.9 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $1.69 Million - $2.16 Million	12,941 Added 95.15%	26,542 $4.2 Million
Q4 2018 Feb 11, 2019	SELL	$120.67 - $159.86 $2.17 Million - $2.87 Million	-17,943 Reduced 56.88%	13,601 $1.86 Million
Q3 2018 Nov 01, 2018	BUY	$137.15 - $160.43 $2.62 Million - $3.07 Million	19,110 Added 153.69%	31,544 $5.02 Million
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $268,649 - $325,734	2,330 Added 23.06%	12,434 $1.73 Million
Q1 2018 May 09, 2018	BUY	$104.03 - $127.99 $68,867 - $84,729	662 Added 7.01%	10,104 $1.18 Million
Q4 2017 Feb 07, 2018	SELL	$93.94 - $108.8 $451,381 - $522,784	-4,805 Reduced 33.73%	9,442 $1.02 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $376,283 - $419,566	4,294 Added 43.14%	14,247 $1.37 Million
Q2 2017 Aug 10, 2017	BUY	N/A	9,953	9,953 $881,000

Others Institutions Holding CRM

# of Institutions

2,912

Shares Held

750M

Call Options Held

15.7M

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 $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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Private Advisor Group, LLC Salesforce, Inc. Transaction History