Valeo Financial Advisors, LLC Salesforce, Inc. Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 79,256 shares of CRM stock, worth $24.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

79,256

Previous 77,561 2.19%

Holding current value

$24.6 Million

Previous $19.9 Million 8.79%

% of portfolio

0.57%

Previous 0.57%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$238.42 - $276.53 $404,121 - $468,718	1,695 Added 2.19%	79,256 $21.7 Million
Q2 2024 Jul 10, 2024	BUY	$218.01 - $304.74 $1.19 Million - $1.67 Million	5,467 Added 7.58%	77,561 $19.9 Million
Q1 2024 Apr 25, 2024	BUY	$251.12 - $316.88 $104,968 - $132,455	418 Added 0.58%	72,094 $21.7 Million
Q1 2024 Apr 19, 2024	SELL	$251.12 - $316.88 $8,286 - $10,457	-33 Reduced 0.05%	71,676 $21.6 Million
Q4 2023 Jan 29, 2024	BUY	$196.25 - $267.25 $50,043 - $68,148	255 Added 0.36%	71,709 $18.9 Million
Q3 2023 Oct 19, 2023	SELL	$202.49 - $234.37 $118,456 - $137,106	-585 Reduced 0.81%	71,454 $14.5 Million
Q2 2023 Jul 14, 2023	SELL	$188.89 - $223.38 $412,346 - $487,638	-2,183 Reduced 2.94%	72,039 $15.2 Million
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $662,407 - $981,718	-4,914 Reduced 6.21%	74,222 $14.8 Million
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $538,866 - $694,629	-4,203 Reduced 5.04%	79,136 $10.5 Million
Q3 2022 Oct 31, 2022	BUY	$143.84 - $191.27 $284,659 - $378,523	1,979 Added 2.43%	83,339 $5.35 Million
Q2 2022 Aug 03, 2022	BUY	$155.6 - $218.85 $1.04 Million - $1.46 Million	6,670 Added 8.93%	81,360 $5.81 Million
Q1 2022 Apr 28, 2022	BUY	$190.54 - $255.46 $641,738 - $860,389	3,368 Added 4.72%	74,690 $6.04 Million
Q4 2021 Jan 07, 2022	SELL	$247.21 - $309.96 $60,072 - $75,320	-243 Reduced 0.34%	71,322 $6.37 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $479,851 - $576,972	2,020 Added 2.9%	71,565 $6.86 Million
Q2 2021 Jul 22, 2021	BUY	$210.54 - $246.26 $56,424 - $65,997	268 Added 0.39%	69,545 $5.69 Million
Q1 2021 Apr 12, 2021	SELL	$205.33 - $248.59 $3.9 Million - $4.72 Million	-18,983 Reduced 21.51%	69,277 $4.88 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $15.4 Million - $18.7 Million	70,026 Added 384.04%	88,260 $4.42 Million
Q3 2020 Oct 28, 2020	SELL	$185.51 - $281.25 $536,865 - $813,937	-2,894 Reduced 13.7%	18,234 $4.58 Million
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $365,447 - $522,437	2,726 Added 14.81%	21,128 $3.96 Million
Q1 2020 Apr 13, 2020	BUY	$124.3 - $193.36 $376,007 - $584,914	3,025 Added 19.67%	18,402 $2.84 Million
Q4 2019 Jan 24, 2020	BUY	$142.33 - $164.98 $393,827 - $456,499	2,767 Added 21.94%	15,377 $2.5 Million
Q3 2019 Oct 15, 2019	SELL	$139.72 - $159.97 $220,478 - $252,432	-1,578 Reduced 11.12%	12,610 $1.87 Million
Q2 2019 Jul 10, 2019	BUY	$145.1 - $165.96 $299,341 - $342,375	2,063 Added 17.01%	14,188 $2.15 Million
Q1 2019 Apr 12, 2019	BUY	$130.4 - $166.95 $44,336 - $56,762	340 Added 2.89%	12,125 $1.92 Million
Q4 2018 Jan 30, 2019	BUY	$120.67 - $159.86 $112,826 - $149,469	935 Added 8.62%	11,785 $1.61 Million
Q3 2018 Nov 01, 2018	BUY	$137.15 - $160.43 $90,656 - $106,044	661 Added 6.49%	10,850 $1.49 Million
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $949,495 - $1.15 Million	8,235 Added 421.44%	10,189 $1.47 Million
Q1 2018 Apr 12, 2018	BUY	$104.03 - $127.99 $107,983 - $132,853	1,038 Added 113.32%	1,954 $227,000
Q4 2017 Feb 09, 2018	BUY	$93.94 - $108.8 $36,072 - $41,779	384 Added 72.18%	916 $94,000
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $46,619 - $51,981	532	532 $50,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $311B
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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Valeo Financial Advisors, LLC Salesforce, Inc. Transaction History