Sargent Bickham Lagudis LLC Salesforce, Inc. Transaction History

Sargent Bickham Lagudis LLC

$1.22 Billion
Q4 2022

A detailed history of Sargent Bickham Lagudis LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 1,925 shares of CRM stock, worth $490,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,925

Previous 2,251 14.48%

Holding current value

$490,047

Previous $324,000 21.3%

% of portfolio

0.02%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $41,796 - $53,878	-326 Reduced 14.48%	1,925 $0
Q3 2022 Oct 27, 2022	BUY	$143.84 - $191.27 $53,076 - $70,578	369 Added 19.61%	2,251 $324,000
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $42,478 - $59,746	273 Added 16.97%	1,882 $311,000
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $2,286 - $3,065	12 Added 0.75%	1,609 $342,000
Q4 2021 Jan 18, 2022	BUY	$247.21 - $309.96 $3,955 - $4,959	16 Added 1.01%	1,597 $406,000
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $20,429 - $24,564	86 Added 5.75%	1,581 $429,000
Q2 2021 Jul 19, 2021	BUY	$210.54 - $246.26 $4,631 - $5,417	22 Added 1.49%	1,495 $365,000
Q1 2021 May 24, 2021	SELL	$205.33 - $248.59 $21,970 - $26,599	-107 Reduced 6.77%	1,473 $312,000
Q4 2020 May 24, 2021	BUY	$220.15 - $267.07 $23,556 - $28,576	107 Added 7.26%	1,580 $352,000
Q4 2020 May 24, 2021	SELL	$220.15 - $267.07 $2,201 - $2,670	-10 Reduced 0.67%	1,473 $312,000
Q3 2020 Sep 01, 2021	SELL	$185.51 - $281.25 $6,863 - $10,406	-37 Reduced 2.43%	1,483 $373,000
Q2 2020 Sep 07, 2021	BUY	$134.06 - $191.65 $2,144 - $3,066	16 Added 1.06%	1,520 $285,000
Q1 2020 Sep 07, 2021	BUY	$124.3 - $193.36 $42,510 - $66,129	342 Added 29.43%	1,504 $217,000
Q3 2019 Sep 14, 2021	BUY	$139.72 - $159.97 $5,309 - $6,078	38 Added 3.38%	1,162 $172,000
Q1 2019 Sep 13, 2021	SELL	$130.4 - $166.95 $10,432 - $13,356	-80 Reduced 6.64%	1,124 $178,000
Q4 2018 Sep 13, 2021	BUY	$120.67 - $159.86 $11,222 - $14,866	93 Added 8.37%	1,204 $165,000
Q3 2018 Sep 13, 2021	BUY	$137.15 - $160.43 $5,074 - $5,935	37 Added 3.45%	1,111 $177,000
Q1 2018 Sep 13, 2021	SELL	$104.03 - $127.99 $18,725 - $23,038	-180 Reduced 14.35%	1,074 $125,000
Q4 2017 Sep 13, 2021	BUY	$93.94 - $108.8 $44,527 - $51,571	474 Added 60.77%	1,254 $128,000
Q1 2017 Sep 13, 2021	BUY	N/A	380 Added 95.0%	780 $64,000
Q1 2016 Sep 07, 2021	BUY	N/A	400	400 $30,000

Others Institutions Holding CRM

# of Institutions

2,895

Shares Held

745M

Call Options Held

16.1M

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 $255B
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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Sargent Bickham Lagudis LLC Salesforce, Inc. Transaction History