Valley National Advisers Inc Salesforce, Inc. Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

A detailed history of Valley National Advisers Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Valley National Advisers Inc holds 9,204 shares of CRM stock, worth $3.23 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

9,204

Previous 2,450 275.67%

Holding current value

$3.23 Million

Previous $629,000 300.32%

% of portfolio

0.45%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$238.42 - $276.53 $1.61 Million - $1.87 Million	6,754 Added 275.67%	9,204 $2.52 Million
Q2 2024 Jul 18, 2024	SELL	$218.01 - $304.74 $75,867 - $106,049	-348 Reduced 12.44%	2,450 $629,000
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $84,125 - $106,154	335 Added 13.6%	2,798 $842,000
Q4 2023 Jan 25, 2024	BUY	$196.25 - $267.25 $18,840 - $25,656	96 Added 4.06%	2,463 $648,000
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $26,121 - $30,233	129 Added 5.76%	2,367 $480,000
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $20,589 - $24,348	109 Added 5.12%	2,238 $473,000
Q1 2023 Apr 26, 2023	BUY	$134.8 - $199.78 $17,793 - $26,370	132 Added 6.61%	2,129 $415,000
Q4 2022 Jan 12, 2023	SELL	$128.21 - $165.27 $1,794 - $2,313	-14 Reduced 0.7%	1,997 $289,000
Q3 2022 Nov 08, 2022	SELL	$143.84 - $191.27 $14,384 - $19,127	-100 Reduced 4.74%	2,011 $309,000
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $76,866 - $108,111	494 Added 30.55%	2,111 $373,000
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $1,143 - $1,532	6 Added 0.37%	1,617 $343,000
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $36,339 - $45,564	147 Added 10.04%	1,611 $409,000
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $30,881 - $37,131	130 Added 9.75%	1,464 $397,000
Q2 2021 Aug 02, 2021	SELL	$210.54 - $246.26 $1,052 - $1,231	-5 Reduced 0.37%	1,334 $326,000
Q1 2021 May 07, 2021	SELL	$205.33 - $248.59 $1,231 - $1,491	-6 Reduced 0.45%	1,339 $284,000
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $5,283 - $6,409	-24 Reduced 1.75%	1,345 $299,000
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $5,228 - $7,474	39 Added 2.93%	1,369 $256,000
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $221,378 - $344,374	-1,781 Reduced 57.25%	1,330 $191,000
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $9,963 - $11,548	70 Added 2.3%	3,111 $506,000
Q2 2019 Aug 08, 2019	BUY	$145.1 - $165.96 $78,208 - $89,452	539 Added 21.54%	3,041 $461,000
Q1 2019 Apr 26, 2019	SELL	$130.4 - $166.95 $70,285 - $89,986	-539 Reduced 17.72%	2,502 $396,000
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $132,133 - $160,210	1,146 Added 60.47%	3,041 $415,000
Q1 2018 Apr 19, 2018	BUY	$104.03 - $127.99 $98,308 - $120,950	945 Added 99.47%	1,895 $220,000
Q4 2017 Feb 13, 2018	BUY	$93.94 - $108.8 $70,361 - $81,491	749 Added 372.64%	950 $97,000
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $17,613 - $19,639	201	201 $19,000

Others Institutions Holding CRM

# of Institutions

2,950

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 $351B
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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.

Account

Valley National Advisers Inc Salesforce, Inc. Transaction History