Strategic Wealth Advisors Group, LLC Salesforce, Inc. Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 35,376 shares of CRM stock, worth $9.06 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

35,376

Previous 22,492 57.28%

Holding current value

$9.06 Million

Previous $3.87 Million 31.51%

% of portfolio

0.22%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $1.85 Million - $2.46 Million	12,884 Added 57.28%	35,376 $5.09 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $443,771 - $624,160	-2,852 Reduced 11.25%	22,492 $3.87 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $903,159 - $1.21 Million	4,740 Added 23.01%	25,344 $5.36 Million
Q4 2021 Feb 16, 2022	SELL	$247.21 - $309.96 $492,195 - $617,130	-1,991 Reduced 8.81%	20,604 $5.26 Million
Q3 2021 Nov 17, 2021	SELL	$237.55 - $285.63 $4,038 - $4,855	-17 Reduced 0.08%	22,595 $6.09 Million

Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $775,629 - $907,221	3,684 Added 19.46%	22,612 $5.52 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $848,628 - $1.03 Million	4,133 Added 27.94%	18,928 $4.01 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $468,038 - $567,790	2,126 Added 16.78%	14,795 $3.29 Million
Q3 2020 Nov 30, 2020	SELL	$185.51 - $281.25 $69,566 - $105,468	-375 Reduced 2.87%	12,669 $3.18 Million
Q2 2020 Aug 03, 2020	SELL	$134.06 - $191.65 $165,698 - $236,879	-1,236 Reduced 8.66%	13,044 $2.51 Million
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $150,900 - $234,739	1,214 Added 9.29%	14,280 $1.92 Million
Q4 2019 Feb 10, 2020	SELL	$142.33 - $164.98 $17,933 - $20,787	-126 Reduced 0.96%	13,066 $2.13 Million
Q3 2019 Nov 04, 2019	SELL	$139.72 - $159.97 $139,580 - $159,810	-999 Reduced 7.04%	13,192 $1.95 Million
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $12,043 - $13,774	-83 Reduced 0.58%	14,191 $2.17 Million
Q1 2019 May 02, 2019	BUY	$130.4 - $166.95 $17,734 - $22,705	136 Added 0.96%	14,274 $0
Q4 2018 Feb 12, 2019	BUY	$120.67 - $159.86 $1.71 Million - $2.26 Million	14,138 New	14,138 $2.08 Million
Q3 2018 Nov 07, 2018	SELL	$137.15 - $160.43 $1.94 Million - $2.27 Million	-14,157 Closed	0 $0
Q2 2018 Sep 17, 2018	BUY	$115.3 - $139.8 $1.63 Million - $1.98 Million	14,157 New	14,157 $1.93 Million

Others Institutions Holding CRM

# of Institutions

2,996

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $256B
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 Wealth Advisors Group, LLC Salesforce, Inc. Transaction History