Psi Advisors, LLC Salesforce, Inc. Transaction History

Psi Advisors, LLC

$314 Million
Q2 2024

A detailed history of Psi Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Psi Advisors, LLC holds 1,873 shares of CRM stock, worth $523,484. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,873

Previous 1,081 73.27%

Holding current value

$523,484

Previous $325,000 48.0%

% of portfolio

0.15%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$218.01 - $304.74 $172,663 - $241,354	792 Added 73.27%	1,873 $481,000
Q1 2024 Apr 24, 2024	SELL	$251.12 - $316.88 $760,642 - $959,829	-3,029 Reduced 73.7%	1,081 $325,000
Q4 2023 Feb 01, 2024	SELL	$196.25 - $267.25 $87,135 - $118,659	-444 Reduced 9.75%	4,110 $1.08 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $24,703 - $28,593	122 Added 2.75%	4,554 $923,000
Q2 2023 Jul 21, 2023	SELL	$188.89 - $223.38 $151,112 - $178,704	-800 Reduced 15.29%	4,432 $936,000
Q1 2023 Apr 25, 2023	BUY	$134.8 - $199.78 $20,220 - $29,967	150 Added 2.95%	5,232 $1.05 Million
Q4 2022 Jan 19, 2023	SELL	$128.21 - $165.27 $123,081 - $158,659	-960 Reduced 15.89%	5,082 $0
Q3 2022 Oct 20, 2022	SELL	$143.84 - $191.27 $21,576 - $28,690	-150 Reduced 2.42%	6,042 $869,000
Q2 2022 Jul 18, 2022	BUY	$155.6 - $218.85 $46,368 - $65,217	298 Added 5.06%	6,192 $1.02 Million
Q1 2022 Apr 20, 2022	BUY	$190.54 - $255.46 $241,223 - $323,412	1,266 Added 27.36%	5,894 $1.25 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $17,304 - $21,697	70 Added 1.54%	4,628 $1.18 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $271,757 - $326,760	-1,144 Reduced 20.06%	4,558 $1.24 Million
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $7,579 - $8,865	-36 Reduced 0.63%	5,702 $1.39 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $202,866 - $245,606	988 Added 20.8%	5,738 $1.22 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $1.05 Million - $1.27 Million	4,750 New	4,750 $1.06 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $299,563 - $465,997	-2,410 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $343,015 - $397,601	2,410 New	2,410 $391,000

Others Institutions Holding CRM

# of Institutions

2,898

Shares Held

745M

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 $279B
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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