United Capital Financial Advisers, LLC Salesforce, Inc. Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 106,750 shares of CRM stock, worth $34.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

106,750

Previous 105,926 0.78%

Holding current value

$34.8 Million

Previous $27.2 Million 7.29%

% of portfolio

0.15%

Previous 0.24%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $196,458 - $227,860	824 Added 0.78%	106,750 $29.2 Million
Q2 2024 Aug 14, 2024	SELL	$218.01 - $304.74 $2.53 Million - $3.53 Million	-11,599 Reduced 9.87%	105,926 $27.2 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $1.11 Million - $1.41 Million	-4,435 Reduced 3.64%	117,525 $35.4 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $2.28 Million - $3.1 Million	11,605 Added 10.52%	121,960 $32.1 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $1.34 Million - $1.56 Million	-6,638 Reduced 5.67%	110,355 $22.4 Million
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $596,514 - $705,434	-3,158 Reduced 2.63%	116,993 $24.7 Million
Q1 2023 Aug 14, 2023	BUY	$134.8 - $199.78 $99,347 - $147,237	737 Added 0.63%	117,730 $23.5 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $3.76 Million - $5.57 Million	27,903 Added 30.25%	120,151 $24 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $5.07 Million - $6.53 Million	-39,515 Reduced 29.99%	92,248 $12.2 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $196,916 - $261,848	-1,369 Reduced 1.03%	131,763 $19 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $47,613 - $66,968	306 Added 0.23%	133,132 $22 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $697,185 - $934,728	3,659 Added 2.83%	132,826 $28.2 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $4.2 Million - $5.27 Million	17,003 Added 15.16%	129,167 $32.8 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $899,126 - $1.08 Million	3,785 Added 3.49%	112,164 $30.4 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $247,384 - $289,355	1,175 Added 1.1%	108,379 $26.5 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $5.01 Million - $6.06 Million	24,389 Added 29.45%	107,204 $22.7 Million
Q4 2020 Feb 17, 2021	BUY	$220.15 - $267.07 $5.86 Million - $7.11 Million	26,630 Added 47.4%	82,815 $18.4 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $4.77 Million - $7.23 Million	-25,696 Reduced 31.38%	56,185 $14.1 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $463,713 - $662,917	3,459 Added 4.41%	81,881 $15.3 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $3.73 Million - $5.81 Million	30,038 Added 62.08%	78,422 $11.3 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $1.12 Million - $1.3 Million	7,862 Added 19.4%	48,384 $7.87 Million
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $579,558 - $663,555	-4,148 Reduced 9.29%	40,522 $6.02 Million
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $760,614 - $869,962	5,242 Added 13.3%	44,670 $6.78 Million
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $628,658 - $804,865	4,821 Added 13.93%	39,428 $6.24 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $672,131 - $890,420	5,570 Added 19.18%	34,607 $4.74 Million
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $560,394 - $655,516	4,086 Added 16.38%	29,037 $4.62 Million
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $465,696 - $564,652	4,039 Added 19.31%	24,951 $3.4 Million
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $322,909 - $397,280	3,104 Added 17.43%	20,912 $2.43 Million
Q4 2017 Feb 13, 2018	BUY	$93.94 - $108.8 $274,398 - $317,804	2,921 Added 19.62%	17,808 $1.82 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $326,334 - $363,872	3,724 Added 33.36%	14,887 $1.39 Million
Q2 2017 Aug 14, 2017	BUY	N/A	11,163	11,163 $967,000

Others Institutions Holding CRM

# of Institutions

2,945

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 $326B
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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United Capital Financial Advisers, LLC Salesforce, Inc. Transaction History