Tiedemann Advisors, LLC Salesforce, Inc. Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 7,018 shares of CRM stock, worth $2.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,018

Previous 7,167 2.08%

Holding current value

$2.4 Million

Previous $1.51 Million 6.01%

% of portfolio

0.06%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $30,171 - $34,921	-149 Reduced 2.08%	7,018 $1.42 Million
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $24,555 - $29,039	130 Added 1.85%	7,167 $1.51 Million
Q1 2023 Apr 26, 2023	BUY	$134.8 - $199.78 $185,350 - $274,697	1,375 Added 24.28%	7,037 $1.41 Million
Q4 2022 Feb 08, 2023	BUY	$128.21 - $165.27 $98,465 - $126,927	768 Added 15.69%	5,662 $750,000
Q3 2022 Oct 28, 2022	SELL	$143.84 - $191.27 $42,288 - $56,233	-294 Reduced 5.67%	4,894 $704,000
Q2 2022 Aug 03, 2022	SELL	$155.6 - $218.85 $25,985 - $36,547	-167 Reduced 3.12%	5,188 $856,000
Q1 2022 Apr 27, 2022	SELL	$190.54 - $255.46 $222,550 - $298,377	-1,168 Reduced 17.91%	5,355 $1.14 Million
Q4 2021 Feb 09, 2022	SELL	$247.21 - $309.96 $3.35 Million - $4.2 Million	-13,537 Reduced 67.48%	6,523 $1.66 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $555,391 - $667,802	-2,338 Reduced 10.44%	20,060 $5.44 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $394,341 - $461,244	1,873 Added 9.13%	22,398 $5.47 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $132,027 - $159,843	643 Added 3.23%	20,525 $4.35 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $134,291 - $162,912	610 Added 3.17%	19,882 $4.42 Million
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $157,497 - $238,781	-849 Reduced 4.22%	19,272 $4.84 Million
Q2 2020 Nov 12, 2020	BUY	$134.06 - $191.65 $1.97 Million - $2.82 Million	14,710 Added 271.85%	20,121 $3.77 Million
Q2 2020 Aug 05, 2020	SELL	$134.06 - $191.65 $2.04 Million - $2.92 Million	-15,248 Reduced 73.81%	5,411 $1.01 Million
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $109,881 - $170,930	884 Added 4.47%	20,659 $2.97 Million
Q4 2019 Feb 12, 2020	SELL	$142.33 - $164.98 $150,300 - $174,218	-1,056 Reduced 5.07%	19,775 $3.22 Million
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $2.17 Million - $2.48 Million	15,507 Added 291.27%	20,831 $3.09 Million
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $2.17 Million - $2.49 Million	-14,978 Reduced 73.78%	5,324 $809,000
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $11,344 - $14,524	87 Added 0.43%	20,302 $3.22 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $1.2 Million - $1.58 Million	9,904 Added 96.05%	20,215 $2.77 Million
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $1,920 - $2,246	14 Added 0.14%	10,311 $1.64 Million
Q2 2018 Aug 14, 2018	SELL	$115.3 - $139.8 $4,035 - $4,893	-35 Reduced 0.34%	10,297 $1.41 Million
Q1 2018 May 11, 2018	BUY	$104.03 - $127.99 $567,691 - $698,441	5,457 Added 111.94%	10,332 $1.2 Million
Q3 2017 Nov 28, 2017	SELL	$87.63 - $97.71 $624,889 - $696,770	-7,131 Reduced 59.4%	4,875 $456,000
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $1.05 Million - $1.17 Million	12,006	12,006 $1.12 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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Tiedemann Advisors, LLC Salesforce, Inc. Transaction History