Sowell Financial Services LLC Salesforce, Inc. Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 15,442 shares of CRM stock, worth $5.12 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,442

Previous 22,808 32.3%

Holding current value

$5.12 Million

Previous $5.86 Million 27.92%

% of portfolio

0.2%

Previous 0.29%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$238.42 - $276.53 $1.76 Million - $2.04 Million	-7,366 Reduced 32.3%	15,442 $4.23 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $388,057 - $542,437	1,780 Added 8.46%	22,808 $5.86 Million
Q1 2024 May 03, 2024	BUY	$251.12 - $316.88 $409,827 - $517,148	1,632 Added 8.41%	21,028 $6.33 Million
Q4 2023 Jan 24, 2024	BUY	$196.25 - $267.25 $497,886 - $678,013	2,537 Added 15.05%	19,396 $5.1 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $27,538 - $31,874	-136 Reduced 0.8%	16,859 $3.42 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $980,150 - $1.16 Million	5,189 Added 43.95%	16,995 $3.59 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $712,418 - $1.06 Million	-5,285 Reduced 30.92%	11,806 $2.36 Million
Q4 2022 Feb 09, 2023	BUY	$128.21 - $165.27 $474,633 - $611,829	3,702 Added 27.65%	17,091 $2.27 Million
Q3 2022 Nov 15, 2022	BUY	$143.84 - $191.27 $68,180 - $90,661	474 Added 3.67%	13,389 $1.93 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $2.01 Million - $2.83 Million	12,915 New	12,915 $2.13 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $2.61 Million - $3.5 Million	-13,710 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $3.39 Million - $4.25 Million	13,710 New	13,710 $3.48 Million
Q2 2021 Aug 05, 2021	SELL	$210.54 - $246.26 $3.38 Million - $3.96 Million	-16,068 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $17,247 - $20,881	84 Added 0.53%	16,068 $3.5 Million
Q4 2020 Jan 13, 2021	SELL	$220.15 - $267.07 $1.1 Million - $1.34 Million	-5,001 Reduced 23.83%	15,984 $3.56 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $1.16 Million - $1.76 Million	6,261 Added 42.52%	20,985 $5.27 Million
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $800,070 - $1.14 Million	-5,968 Reduced 28.84%	14,724 $2.76 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $267,866 - $416,690	2,155 Added 11.63%	20,692 $2.98 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $248,792 - $288,385	1,748 Added 10.41%	18,537 $3.01 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $1.79 Million - $2.05 Million	12,797 Added 320.57%	16,789 $2.49 Million
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $59,071 - $75,628	453 Added 12.8%	3,992 $0
Q4 2018 Mar 05, 2019	SELL	$120.67 - $159.86 $9,291 - $12,309	-77 Reduced 2.13%	3,539 $485,000
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $495,934 - $580,114	3,616 New	3,616 $575,000

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Salesforce, Inc. Transaction History