Trellis Advisors, LLC Salesforce, Inc. Transaction History

Trellis Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$202.49 - $234.37 $4,859 - $5,624	-24 Reduced 2.29%	1,025 $207,000
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $566 - $670	3 Added 0.29%	1,049 $221,000
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $141,000 - $208,969	1,046 New	1,046 $208,000
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $151,860 - $203,601	-797 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $189,327 - $227,647	797 New	797 $216,000
Q4 2020 Feb 10, 2021	SELL	$220.15 - $267.07 $185,806 - $225,407	-844 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $156,570 - $237,375	844 New	844 $213,000

2,947

728M

15.5M

15.6M

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...

Get notified when there are updates to the investment portfolio of Trellis Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Trellis Advisors, LLC with notifications on news.