Surevest, LLC Salesforce, Inc. Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Surevest, LLC holds 18,098 shares of CRM stock, worth $5.97 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

18,098

Previous 16,694 8.41%

Holding current value

$5.97 Million

Previous $2.76 Million 5.52%

% of portfolio

0.71%

Previous 0.72%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $201,951 - $268,543	1,404 Added 8.41%	18,098 $2.6 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $208,504 - $293,259	-1,340 Reduced 7.43%	16,694 $2.76 Million
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $1.13 Million - $1.52 Million	-5,936 Reduced 24.76%	18,034 $3.83 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $313,215 - $392,719	-1,267 Reduced 5.02%	23,970 $6.09 Million
Q3 2021 Oct 13, 2021	BUY	$237.55 - $285.63 $180,775 - $217,364	761 Added 3.11%	25,237 $6.85 Million
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $828,053 - $968,540	3,933 Added 19.15%	24,476 $5.98 Million
Q1 2021 Apr 19, 2021	SELL	$205.33 - $248.59 $450,699 - $545,655	-2,195 Reduced 9.65%	20,543 $4.35 Million
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $291,258 - $353,333	1,323 Added 6.18%	22,738 $5.06 Million
Q3 2020 Oct 16, 2020	SELL	$185.51 - $281.25 $71,977 - $109,125	-388 Reduced 1.78%	21,415 $5.38 Million
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $325,229 - $464,942	2,426 Added 12.52%	21,803 $4.08 Million
Q1 2020 Apr 16, 2020	BUY	$124.3 - $193.36 $882,654 - $1.37 Million	7,101 Added 57.84%	19,377 $2.79 Million
Q4 2019 Jan 14, 2020	BUY	$142.33 - $164.98 $42,699 - $49,494	300 Added 2.51%	12,276 $2 Million
Q3 2019 Oct 15, 2019	BUY	$139.72 - $159.97 $54,630 - $62,548	391 Added 3.38%	11,976 $1.78 Million
Q2 2019 Jul 10, 2019	SELL	$145.1 - $165.96 $326,329 - $373,244	-2,249 Reduced 16.26%	11,585 $1.76 Million
Q1 2019 Apr 09, 2019	BUY	$130.4 - $166.95 $320,914 - $410,863	2,461 Added 21.64%	13,834 $2.19 Million
Q4 2018 Feb 20, 2019	BUY	$120.67 - $159.86 $1.37 Million - $1.82 Million	11,373 New	11,373 $1.56 Million

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

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 $330B
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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