Regal Investment Advisors LLC Salesforce, Inc. Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Regal Investment Advisors LLC holds 1,194 shares of CRM stock, worth $379,512. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,194

Previous 2,032 41.24%

Holding current value

$379,512

Previous $522,000 37.55%

% of portfolio

0.02%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$238.42 - $276.53 $199,795 - $231,732	-838 Reduced 41.24%	1,194 $326,000
Q2 2024 Aug 14, 2024	SELL	$218.01 - $304.74 $16,786 - $23,464	-77 Reduced 3.65%	2,032 $522,000
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $34,403 - $43,412	-137 Reduced 6.1%	2,109 $635,000
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $13,933 - $18,974	71 Added 3.26%	2,246 $591,000
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $20,046 - $23,202	-99 Reduced 4.35%	2,175 $441,000
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $112,767 - $133,357	-597 Reduced 20.79%	2,274 $480,000
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $10,514 - $15,582	78 Added 2.79%	2,871 $573,000
Q4 2022 Mar 01, 2023	BUY	$128.21 - $165.27 $18,846 - $24,294	147 Added 5.56%	2,793 $370,000
Q3 2022 Nov 15, 2022	SELL	$143.84 - $191.27 $737,755 - $981,023	-5,129 Reduced 65.97%	2,646 $381,000
Q2 2022 Aug 09, 2022	SELL	$155.6 - $218.85 $1,556 - $2,188	-10 Reduced 0.13%	7,775 $1.28 Million
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $51,255 - $68,718	-269 Reduced 3.34%	7,785 $1.65 Million
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $196,531 - $246,418	-795 Reduced 8.98%	8,054 $2.05 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $445,168 - $535,270	1,874 Added 26.87%	8,849 $2.4 Million
Q2 2021 Aug 09, 2021	BUY	$210.54 - $246.26 $1.47 Million - $1.72 Million	6,975 New	6,975 $1.7 Million
Q1 2021 May 12, 2021	SELL	$205.33 - $248.59 $2.19 Million - $2.65 Million	-10,663 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $2.35 Million - $2.85 Million	10,663 New	10,663 $2.37 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $2.39 Million - $3.62 Million	-12,885 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$134.06 - $191.65 $1.73 Million - $2.47 Million	12,885 New	12,885 $2.41 Million
Q1 2020 May 12, 2020	SELL	$124.3 - $193.36 $1.76 Million - $2.73 Million	-14,133 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$142.33 - $164.98 $46,399 - $53,783	-326 Reduced 2.25%	14,133 $2.3 Million
Q3 2019 Nov 15, 2019	SELL	$139.72 - $159.97 $71,676 - $82,064	-513 Reduced 3.43%	14,459 $2.15 Million
Q2 2019 Jul 26, 2019	SELL	$145.1 - $165.96 $1,596 - $1,825	-11 Reduced 0.07%	14,972 $2.27 Million
Q1 2019 May 09, 2019	SELL	$130.4 - $166.95 $6,520 - $8,347	-50 Reduced 0.33%	14,983 $2.37 Million
Q4 2018 Feb 04, 2019	BUY	$120.67 - $159.86 $1.62 Million - $2.15 Million	13,445 Added 846.66%	15,033 $2.06 Million
Q3 2018 Nov 05, 2018	BUY	$137.15 - $160.43 $217,794 - $254,762	1,588 New	1,588 $253,000

Others Institutions Holding CRM

# of Institutions

2,954

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 $318B
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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Regal Investment Advisors LLC Salesforce, Inc. Transaction History