Yhb Investment Advisors, Inc. Salesforce, Inc. Transaction History

Yhb Investment Advisors, Inc.

$1.14 Billion
Q2 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 18,422 shares of CRM stock, worth $4.91 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

18,422

Previous 17,290 6.55%

Holding current value

$4.91 Million

Previous $5.21 Million 9.05%

% of portfolio

0.41%

Previous 0.46%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $246,787 - $344,965	1,132 Added 6.55%	18,422 $4.74 Million
Q1 2024 Aug 14, 2024	SELL	$251.12 - $316.88 $284,267 - $358,708	-1,132 Reduced 6.14%	17,290 $5.21 Million
Q1 2024 Apr 26, 2024	BUY	$251.12 - $316.88 $279,496 - $352,687	1,113 Added 6.88%	17,290 $5.21 Million
Q4 2023 Jan 29, 2024	SELL	$196.25 - $267.25 $93,218 - $126,943	-475 Reduced 2.85%	16,177 $4.26 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $272,349 - $315,227	1,345 Added 8.79%	16,652 $3.38 Million
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $1.45 Million - $1.71 Million	7,671 Added 100.46%	15,307 $3.23 Million
Q1 2023 May 08, 2023	BUY	$134.8 - $199.78 $230,508 - $341,623	1,710 Added 28.86%	7,636 $1.53 Million
Q4 2022 Jan 12, 2023	SELL	$128.21 - $165.27 $200,905 - $258,978	-1,567 Reduced 20.91%	5,926 $0
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $8,918 - $11,858	62 Added 0.83%	7,493 $1.08 Million
Q2 2022 Jul 14, 2022	BUY	$155.6 - $218.85 $188,742 - $265,465	1,213 Added 19.51%	7,431 $1.23 Million
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $491,783 - $659,342	2,581 Added 70.97%	6,218 $1.32 Million
Q4 2021 Jan 18, 2022	BUY	$247.21 - $309.96 $67,488 - $84,619	273 Added 8.12%	3,637 $924,000
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $5,463 - $6,569	23 Added 0.69%	3,364 $912,000
Q2 2021 Jul 15, 2021	BUY	$210.54 - $246.26 $21,264 - $24,872	101 Added 3.12%	3,341 $816,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $17,171 - $20,831	78 Added 2.47%	3,240 $721,000
Q3 2020 Nov 02, 2020	SELL	$185.51 - $281.25 $14,840 - $22,500	-80 Reduced 2.47%	3,162 $795,000
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $189,024 - $270,226	1,410 Added 76.97%	3,242 $607,000
Q3 2019 Oct 15, 2019	BUY	$139.72 - $159.97 $55,748 - $63,828	399 Added 27.84%	1,832 $272,000
Q2 2019 Jul 15, 2019	SELL	$145.1 - $165.96 $3,047 - $3,485	-21 Reduced 1.44%	1,433 $217,000
Q1 2019 Apr 29, 2019	BUY	$130.4 - $166.95 $189,601 - $242,745	1,454 New	1,454 $230,000
Q4 2018 Jan 11, 2019	SELL	$120.67 - $159.86 $169,782 - $224,923	-1,407 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$137.15 - $160.43 $192,970 - $225,725	1,407 New	1,407 $224,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

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 $267B
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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Yhb Investment Advisors, Inc. Salesforce, Inc. Transaction History