Rockbridge Investment Management, Lcc Salesforce, Inc. Transaction History

Rockbridge Investment Management, Lcc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $148,561 - $202,308	-757 Reduced 52.24%	692 $182 Million
Q3 2022 May 28, 2024	SELL	$143.84 - $191.27 $99,249 - $131,976	-690 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$155.6 - $218.85 $25,518 - $35,891	-164 Reduced 19.2%	690 $113,000
Q1 2022 May 28, 2024	BUY	$190.54 - $255.46 $30,867 - $41,384	162 Added 23.41%	854 $181,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $247 - $309	1 Added 0.07%	1,449 $368,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $9,502 - $11,425	40 Added 2.84%	1,448 $392,000
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $842 - $985	4 Added 0.28%	1,408 $344,000
Q1 2021 May 20, 2021	BUY	$205.33 - $248.59 $20,327 - $24,610	99 Added 7.59%	1,404 $297,000
Q4 2020 Mar 04, 2021	BUY	$220.15 - $267.07 $4,403 - $5,341	20 Added 1.56%	1,305 $290,000
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $110,378 - $167,343	595 Added 86.23%	1,285 $323,000
Q2 2020 Aug 20, 2020	BUY	$134.06 - $191.65 $92,501 - $132,238	690 New	690 $129,000

2,921

750M

15.6M

16M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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