Andesa Financial Management Inc. Salesforce, Inc. Transaction History

Andesa Financial Management Inc.

$338 Million
Q1 2023

A detailed history of Andesa Financial Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Andesa Financial Management Inc. holds 5,003 shares of CRM stock, worth $1.67 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,003

Previous 2,519 98.61%

Holding current value

$1.67 Million

Previous $334,000 199.1%

% of portfolio

0.3%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $334,843 - $496,253	2,484 Added 98.61%	5,003 $999,000
Q4 2022 Feb 10, 2023	SELL	$128.21 - $165.27 $181,929 - $234,518	-1,419 Reduced 36.03%	2,519 $334,000
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $148,586 - $197,581	1,033 Added 35.56%	3,938 $569,000
Q2 2022 Jul 27, 2022	BUY	$155.6 - $218.85 $108,608 - $152,757	698 Added 31.63%	2,905 $479,000
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $19,054 - $25,546	100 Added 4.75%	2,207 $469,000
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $40,048 - $50,213	162 Added 8.33%	2,107 $535,000
Q3 2021 Oct 13, 2021	SELL	$237.55 - $285.63 $106,659 - $128,247	-449 Reduced 18.76%	1,945 $527,000
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $9,684 - $11,327	46 Added 1.96%	2,394 $583,000
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $91,577 - $110,871	446 Added 23.45%	2,348 $497,000
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $374,034 - $453,751	-1,699 Reduced 47.18%	1,902 $422,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $207,029 - $313,875	1,116 Added 44.91%	3,601 $905,000
Q2 2020 Aug 07, 2020	BUY	$134.06 - $191.65 $144,784 - $206,982	1,080 Added 76.87%	2,485 $465,000
Q1 2020 Apr 21, 2020	SELL	$124.3 - $193.36 $1,740 - $2,707	-14 Reduced 0.99%	1,405 $202,000
Q4 2019 Jan 31, 2020	SELL	$142.33 - $164.98 $16,367 - $18,972	-115 Reduced 7.5%	1,419 $230,000
Q3 2019 Nov 08, 2019	SELL	$139.72 - $159.97 $19,700 - $22,555	-141 Reduced 8.42%	1,534 $227,000
Q2 2019 Jul 30, 2019	SELL	$145.1 - $165.96 $225,920 - $258,399	-1,557 Reduced 48.17%	1,675 $252,000
Q1 2019 May 02, 2019	BUY	$130.4 - $166.95 $226,113 - $289,491	1,734 Added 115.75%	3,232 $510,000
Q4 2018 Jan 24, 2019	BUY	$120.67 - $159.86 $180,763 - $239,470	1,498 New	1,498 $204,000

Others Institutions Holding CRM

# of Institutions

3,030

Shares Held

729M

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 $334B
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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Andesa Financial Management Inc. Salesforce, Inc. Transaction History