Strategic Advisors LLC Salesforce, Inc. Transaction History

Strategic Advisors LLC

$509 Million
Q2 2024

A detailed history of Strategic Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strategic Advisors LLC holds 25,310 shares of CRM stock, worth $7.28 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

25,310

Previous 27,437 7.75%

Holding current value

$7.28 Million

Previous $8.26 Million 21.25%

% of portfolio

1.28%

Previous 1.65%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$218.01 - $304.74 $463,707 - $648,181	-2,127 Reduced 7.75%	25,310 $6.51 Million
Q1 2024 Apr 19, 2024	SELL	$251.12 - $316.88 $124,555 - $157,172	-496 Reduced 1.78%	27,437 $8.26 Million
Q4 2023 Jan 19, 2024	BUY	$196.25 - $267.25 $392 - $534	2 Added 0.01%	27,933 $7.35 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $133,238 - $154,215	658 Added 2.41%	27,931 $5.66 Million
Q2 2023 Jul 31, 2023	SELL	$188.89 - $223.38 $19,644 - $23,231	-104 Reduced 0.38%	27,273 $5.76 Million
Q1 2023 Apr 27, 2023	SELL	$134.8 - $199.78 $68,748 - $101,887	-510 Reduced 1.83%	27,377 $5.47 Million
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $83,464 - $107,590	-651 Reduced 2.28%	27,887 $0
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $122,551 - $162,962	-852 Reduced 2.9%	28,538 $4.1 Million
Q2 2022 Aug 03, 2022	SELL	$155.6 - $218.85 $112,343 - $158,009	-722 Reduced 2.4%	29,390 $4.85 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $440,909 - $591,134	2,314 Added 8.32%	30,112 $6.39 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $1.41 Million - $1.76 Million	5,689 Added 25.73%	27,798 $7.06 Million
Q3 2021 Oct 21, 2021	BUY	$237.55 - $285.63 $1.74 Million - $2.1 Million	7,335 Added 49.65%	22,109 $6 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $211,803 - $247,737	1,006 Added 7.31%	14,774 $3.61 Million
Q1 2021 May 05, 2021	BUY	$205.33 - $248.59 $110,056 - $133,244	536 Added 4.05%	13,768 $2.92 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $594,845 - $721,623	2,702 Added 25.66%	13,232 $2.88 Million
Q3 2020 Oct 13, 2020	BUY	$185.51 - $281.25 $164,176 - $248,906	885 Added 9.18%	10,530 $2.65 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $11,395 - $16,290	85 Added 0.89%	9,645 $1.85 Million
Q1 2020 Apr 30, 2020	SELL	$124.3 - $193.36 $56,929 - $88,558	-458 Reduced 4.57%	9,560 $1.45 Million
Q4 2019 Feb 05, 2020	BUY	$142.33 - $164.98 $645,466 - $748,184	4,535 Added 82.71%	10,018 $1.63 Million
Q3 2019 Oct 17, 2019	BUY	$139.72 - $159.97 $42,614 - $48,790	305 Added 5.89%	5,483 $814,000
Q2 2019 Jul 22, 2019	BUY	$145.1 - $165.96 $35,694 - $40,826	246 Added 4.99%	5,178 $785,000
Q1 2019 Apr 15, 2019	BUY	$130.4 - $166.95 $148,264 - $189,822	1,137 Added 29.96%	4,932 $781,000
Q3 2018 Oct 18, 2018	BUY	$137.15 - $160.43 $71,180 - $83,263	519 Added 15.84%	3,795 $604,000
Q2 2018 Jul 30, 2018	BUY	$115.3 - $139.8 $176,293 - $213,754	1,529 Added 87.52%	3,276 $447,000
Q1 2018 Apr 19, 2018	BUY	$104.03 - $127.99 $181,740 - $223,598	1,747 New	1,747 $203,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $288B
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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Strategic Advisors LLC Salesforce, Inc. Transaction History