Soa Wealth Advisors, Llc. Salesforce, Inc. Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,335 shares of CRM stock, worth $442,752. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,335

Previous 1,461 8.62%

Holding current value

$442,752

Previous $375,000 2.67%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$238.42 - $276.53 $30,040 - $34,842	-126 Reduced 8.62%	1,335 $365,000
Q2 2024 Jul 17, 2024	SELL	$218.01 - $304.74 $99,412 - $138,961	-456 Reduced 23.79%	1,461 $375,000
Q1 2024 Apr 10, 2024	BUY	$251.12 - $316.88 $1,506 - $1,901	6 Added 0.31%	1,917 $577,000
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $5,669 - $6,562	-28 Reduced 1.44%	1,911 $387,000
Q2 2023 Jul 07, 2023	SELL	$188.89 - $223.38 $40,611 - $48,026	-215 Reduced 9.98%	1,939 $409,000
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $14,828 - $21,975	-110 Reduced 4.86%	2,154 $430,000
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $3,974 - $5,123	-31 Reduced 1.35%	2,264 $0
Q3 2022 Oct 07, 2022	BUY	$143.84 - $191.27 $9,205 - $12,241	64 Added 2.87%	2,295 $330,000
Q2 2022 Jul 13, 2022	SELL	$155.6 - $218.85 $25,518 - $35,891	-164 Reduced 6.85%	2,231 $368,000
Q1 2022 Apr 07, 2022	SELL	$190.54 - $255.46 $16,576 - $22,225	-87 Reduced 3.51%	2,395 $508,000
Q4 2021 Jan 13, 2022	SELL	$247.21 - $309.96 $36,834 - $46,184	-149 Reduced 5.66%	2,482 $633,000
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $237 - $285	1 Added 0.04%	2,631 $713,000
Q2 2021 Jul 14, 2021	SELL	$210.54 - $246.26 $171,590 - $200,701	-815 Reduced 23.66%	2,630 $642,000
Q1 2021 Apr 26, 2021	BUY	$205.33 - $248.59 $16,426 - $19,887	80 Added 2.38%	3,445 $729,000
Q4 2020 Mar 10, 2021	BUY	$220.15 - $267.07 $740,804 - $898,690	3,365 New	3,365 $796,000

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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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Soa Wealth Advisors, Llc. Salesforce, Inc. Transaction History