A detailed history of Regentatlantic Capital LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Regentatlantic Capital LLC holds 37,032 shares of CRM stock, worth $12.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
37,032
Previous 41,281 10.29%
Holding current value
$12.7 Million
Previous $6.81 Million 21.81%
% of portfolio
0.16%
Previous 0.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $611,176 - $812,706
-4,249 Reduced 10.29%
37,032 $5.33 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $1.58 Million - $2.22 Million
10,163 Added 32.66%
41,281 $6.81 Million
Q1 2022

May 02, 2022

SELL
$190.54 - $255.46 $1.05 Million - $1.4 Million
-5,487 Reduced 14.99%
31,118 $6.61 Million
Q4 2021

Jan 27, 2022

BUY
$247.21 - $309.96 $157,967 - $198,064
639 Added 1.78%
36,605 $9.3 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $1.12 Million - $1.34 Million
4,704 Added 15.05%
35,966 $9.76 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $901,742 - $1.05 Million
4,283 Added 15.88%
31,262 $7.64 Million
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $589,091 - $713,204
-2,869 Reduced 9.61%
26,979 $5.72 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $1.27 Million - $1.54 Million
5,767 Added 23.95%
29,848 $6.64 Million
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $2.28 Million - $3.45 Million
12,266 Added 103.82%
24,081 $6.05 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $812,269 - $1.16 Million
6,059 Added 105.26%
11,815 $2.21 Million
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $337,350 - $524,779
2,714 Added 89.22%
5,756 $829,000
Q4 2019

Feb 04, 2020

BUY
$142.33 - $164.98 $7,401 - $8,578
52 Added 1.74%
3,042 $495,000
Q3 2019

Oct 22, 2019

BUY
$139.72 - $159.97 $24,311 - $27,834
174 Added 6.18%
2,990 $444,000
Q2 2019

Jul 23, 2019

BUY
$145.1 - $165.96 $5,804 - $6,638
40 Added 1.44%
2,816 $427,000
Q1 2019

May 03, 2019

BUY
$130.4 - $166.95 $29,470 - $37,730
226 Added 8.86%
2,776 $440,000
Q4 2018

Jan 30, 2019

BUY
$120.67 - $159.86 $53,818 - $71,297
446 Added 21.2%
2,550 $349,000
Q3 2018

Oct 30, 2018

BUY
$137.15 - $160.43 $288,563 - $337,544
2,104 New
2,104 $335,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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
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