Spearhead Capital Advisors, LLC Salesforce, Inc. Transaction History

Spearhead Capital Advisors, LLC

$92.3 Million
Q3 2022

A detailed history of Spearhead Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Spearhead Capital Advisors, LLC holds 9,571 shares of CRM stock, worth $3.3 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

9,571

Previous 96,293 90.06%

Holding current value

$3.3 Million

Previous $15.9 Million 91.34%

% of portfolio

1.49%

Previous 2.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	SELL	$143.84 - $191.27 $12.5 Million - $16.6 Million	-86,722 Reduced 90.06%	9,571 $1.38 Million
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $204,458 - $287,568	-1,314 Reduced 1.35%	96,293 $15.9 Million
Q1 2022 Apr 28, 2022	BUY	$190.54 - $255.46 $4.44 Million - $5.96 Million	23,321 Added 31.39%	97,607 $20.7 Million
Q4 2021 Jan 25, 2022	BUY	$247.21 - $309.96 $327,800 - $411,006	1,326 Added 1.82%	74,286 $18.9 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $784,627 - $943,435	3,303 Added 4.74%	72,960 $19.8 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $333,705 - $390,322	1,585 Added 2.33%	69,657 $17 Million
Q1 2021 Apr 28, 2021	BUY	$205.33 - $248.59 $568,764 - $688,594	2,770 Added 4.24%	68,072 $14.4 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $786,155 - $953,706	3,571 Added 5.78%	65,302 $14.5 Million
Q3 2020 Oct 16, 2020	SELL	$185.51 - $281.25 $29,867 - $45,281	-161 Reduced 0.26%	61,731 $15.5 Million
Q2 2020 Jul 16, 2020	BUY	$134.06 - $191.65 $405,129 - $579,166	3,022 Added 5.13%	61,892 $11.6 Million
Q1 2020 Apr 17, 2020	BUY	$124.3 - $193.36 $545,801 - $849,043	4,391 Added 8.06%	58,870 $8.48 Million
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $490,184 - $568,191	3,444 Added 6.75%	54,479 $8.86 Million
Q3 2019 Oct 21, 2019	BUY	$139.72 - $159.97 $7.13 Million - $8.16 Million	51,035 New	51,035 $7.58 Million

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 $344B
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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Spearhead Capital Advisors, LLC Salesforce, Inc. Transaction History