Schechter Investment Advisors, LLC Salesforce, Inc. Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 7,453 shares of CRM stock, worth $1.99 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,453

Previous 8,615 13.49%

Holding current value

$1.99 Million

Previous $2.88 Million 30.56%

% of portfolio

0.23%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$268.36 - $359.95 $311,834 - $418,261	-1,162 Reduced 13.49%	7,453 $2 Million
Q4 2024 Feb 06, 2025	SELL	$270.87 - $367.87 $72,322 - $98,221	-267 Reduced 3.01%	8,615 $2.88 Million
Q3 2024 Nov 12, 2024	SELL	$238.42 - $276.53 $1.6 Million - $1.85 Million	-6,696 Reduced 42.98%	8,882 $2.43 Million
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $235,668 - $329,423	-1,081 Reduced 6.49%	15,578 $4.01 Million
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $654,418 - $825,789	2,606 Added 18.54%	16,659 $5.02 Million
Q4 2023 Jan 17, 2024	SELL	$196.25 - $267.25 $121,675 - $165,695	-620 Reduced 4.23%	14,053 $3.7 Million
Q3 2023 Nov 06, 2023	BUY	$202.49 - $234.37 $95,170 - $110,153	470 Added 3.31%	14,673 $2.98 Million
Q2 2023 Jul 26, 2023	SELL	$188.89 - $223.38 $388,924 - $459,939	-2,059 Reduced 12.66%	14,203 $3 Million
Q1 2023 Apr 28, 2023	BUY	$134.8 - $199.78 $773,078 - $1.15 Million	5,735 Added 54.48%	16,262 $3.25 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $365,783 - $471,515	2,853 Added 37.18%	10,527 $1.4 Million
Q3 2022 Nov 04, 2022	SELL	$143.84 - $191.27 $869,225 - $1.16 Million	-6,043 Reduced 44.05%	7,674 $1.1 Million
Q2 2022 Nov 03, 2022	BUY	$155.6 - $218.85 $2.13 Million - $3 Million	13,717 New	13,717 $2.26 Million
Q1 2022 Nov 18, 2022	BUY	$190.54 - $255.46 $538,847 - $722,440	2,828 Added 36.85%	10,502 $2.23 Million
Q4 2021 Dec 27, 2022	BUY	$247.21 - $309.96 $1.2 Million - $1.5 Million	4,842 Added 63.1%	12,516 $3.18 Million

Others Institutions Holding CRM

# of Institutions

3,388

Shares Held

765M

Call Options Held

20.1M

Put Options Held

16.5M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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Schechter Investment Advisors, LLC Salesforce, Inc. Transaction History