Vantage Financial Partners Ltd., Inc. Salesforce, Inc. Transaction History

Vantage Financial Partners Ltd., Inc.

$374 Million
Q1 2024

A detailed history of Vantage Financial Partners Ltd., Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Vantage Financial Partners Ltd., Inc. holds 4,375 shares of CRM stock, worth $1.15 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,375

Previous 5,725 23.58%

Holding current value

$1.15 Million

Previous $1.51 Million 12.55%

% of portfolio

0.35%

Previous 0.47%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $339,012 - $427,788	-1,350 Reduced 23.58%	4,375 $1.32 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $137,375 - $187,075	-700 Reduced 10.89%	5,725 $1.51 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $141,743 - $164,059	-700 Reduced 9.82%	6,425 $1.3 Million
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $26,960 - $39,956	200 Added 2.89%	7,125 $1.42 Million
Q4 2022 Feb 07, 2023	BUY	$128.21 - $165.27 $16,026 - $20,658	125 Added 1.84%	6,925 $918,000

Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $64,728 - $86,071	450 Added 7.09%	6,800 $978,000
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $42,790 - $60,183	275 Added 4.53%	6,350 $1.05 Million
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $142,905 - $191,595	750 Added 14.08%	6,075 $1.29 Million
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $98,884 - $123,983	400 Added 8.12%	5,325 $1.35 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $130,652 - $157,096	550 Added 12.57%	4,925 $1.34 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $136,851 - $160,069	650 Added 17.45%	4,375 $1.07 Million
Q1 2021 May 05, 2021	BUY	$205.33 - $248.59 $266,929 - $323,167	1,300 Added 53.61%	3,725 $789,000
Q4 2020 Feb 05, 2021	SELL	$220.15 - $267.07 $258,676 - $313,807	-1,175 Reduced 32.64%	2,425 $540,000
Q3 2020 Nov 09, 2020	SELL	$185.51 - $281.25 $70,864 - $107,437	-382 Reduced 9.59%	3,600 $904,000
Q2 2020 Aug 07, 2020	SELL	$134.06 - $191.65 $40,218 - $57,495	-300 Reduced 7.01%	3,982 $746,000
Q1 2020 May 12, 2020	SELL	$124.3 - $193.36 $24,860 - $38,672	-200 Reduced 4.46%	4,282 $617,000
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $99,631 - $115,486	700 Added 18.51%	4,482 $729,000
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $209,580 - $239,955	1,500 Added 65.73%	3,782 $561,000
Q2 2019 Aug 08, 2019	BUY	$145.1 - $165.96 $19,153 - $21,906	132 Added 6.14%	2,282 $0
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $32,600 - $41,737	250 Added 13.16%	2,150 $0
Q4 2018 Feb 12, 2019	BUY	$120.67 - $159.86 $229,273 - $303,734	1,900 New	1,900 $260,000

Others Institutions Holding CRM

# of Institutions

2,999

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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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Vantage Financial Partners Ltd., Inc. Salesforce, Inc. Transaction History