Sound Income Strategies, LLC Salesforce, Inc. Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

A detailed history of Sound Income Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 639 shares of CRM stock, worth $216,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares

639

Previous 531 20.34%

Holding current value

$216,269

Previous $136,000 27.94%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$238.42 - $276.53 $25,749 - $29,865	108 Added 20.34%	639 $174,000
Q2 2024 Jul 12, 2024	SELL	$218.01 - $304.74 $61,914 - $86,546	-284 Reduced 34.85%	531 $136,000
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $63,031 - $79,536	251 Added 44.5%	815 $245,000
Q4 2023 Jan 10, 2024	BUY	$196.25 - $267.25 $25,905 - $35,277	132 Added 30.56%	564 $148,000
Q3 2023 Oct 12, 2023	SELL	$202.49 - $234.37 $2,429 - $2,812	-12 Reduced 2.7%	432 $87,000
Q2 2023 Jul 10, 2023	BUY	$188.89 - $223.38 $5,666 - $6,701	30 Added 7.25%	444 $93,000
Q1 2023 Apr 10, 2023	SELL	$134.8 - $199.78 $6,740 - $9,989	-50 Reduced 10.78%	414 $82,000
Q4 2022 Jan 11, 2023	BUY	$128.21 - $165.27 $2,692 - $3,470	21 Added 4.74%	464 $0
Q3 2022 Oct 18, 2022	BUY	$143.84 - $191.27 $26,178 - $34,811	182 Added 69.73%	443 $64,000
Q1 2022 Apr 11, 2022	BUY	$190.54 - $255.46 $762 - $1,021	4 Added 1.56%	261 $55,000
Q4 2021 Jan 13, 2022	SELL	$247.21 - $309.96 $494 - $619	-2 Reduced 0.77%	257 $65,000
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $1,662 - $1,999	7 Added 2.78%	259 $70,000
Q2 2021 Jul 13, 2021	SELL	$210.54 - $246.26 $118,112 - $138,151	-561 Reduced 69.0%	252 $62,000
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $1,026 - $1,242	5 Added 0.62%	813 $172,000
Q4 2020 Jan 11, 2021	BUY	$220.15 - $267.07 $30,821 - $37,389	140 Added 20.96%	808 $180,000
Q3 2020 Oct 08, 2020	BUY	$185.51 - $281.25 $16,695 - $25,312	90 Added 15.57%	668 $168,000
Q2 2020 Jul 13, 2020	BUY	$134.06 - $191.65 $55,366 - $79,151	413 Added 250.3%	578 $108,000
Q1 2020 Apr 07, 2020	BUY	$124.3 - $193.36 $1,243 - $1,933	10 Added 6.45%	165 $24,000
Q4 2019 Jan 06, 2020	BUY	$142.33 - $164.98 $10,674 - $12,373	75 Added 93.75%	155 $25,000
Q3 2019 Oct 04, 2019	BUY	$139.72 - $159.97 $5,029 - $5,758	36 Added 81.82%	80 $12,000
Q2 2019 Jul 16, 2019	BUY	$145.1 - $165.96 $6,384 - $7,302	44 New	44 $7,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $338B
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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Sound Income Strategies, LLC Salesforce, Inc. Transaction History