Ifg Advisory, LLC Salesforce, Inc. Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $482,020 - $673,780	2,211 New	2,211 $568,000
Q4 2023 Jan 17, 2024	BUY	$196.25 - $267.25 $52,595 - $71,623	268 Added 13.91%	2,195 $577,000
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $390,198 - $451,630	1,927 New	1,927 $390,000
Q1 2023 Apr 26, 2023	SELL	$134.8 - $199.78 $3,235 - $4,794	-24 Reduced 1.27%	1,869 $373,000
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $176,929 - $228,072	-1,380 Reduced 42.16%	1,893 $250,000
Q3 2022 Oct 28, 2022	BUY	$143.84 - $191.27 $238,630 - $317,316	1,659 Added 102.79%	3,273 $470,000
Q2 2022 Aug 04, 2022	BUY	$155.6 - $218.85 $28,630 - $40,268	184 Added 12.87%	1,614 $266,000
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $98,128 - $131,561	515 Added 56.28%	1,430 $303,000
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $2,224 - $2,789	-9 Reduced 0.97%	915 $232,000
Q3 2021 Oct 12, 2021	SELL	$237.55 - $285.63 $10,452 - $12,567	-44 Reduced 4.55%	924 $250,000
Q2 2021 Jul 21, 2021	SELL	$210.54 - $246.26 $274,965 - $321,615	-1,306 Reduced 57.43%	968 $236,000
Q1 2021 Apr 19, 2021	BUY	$205.33 - $248.59 $64,678 - $78,305	315 Added 16.08%	2,274 $481,000
Q4 2020 Feb 08, 2021	SELL	$220.15 - $267.07 $41,608 - $50,476	-189 Reduced 8.8%	1,959 $435,000
Q3 2020 Nov 02, 2020	BUY	$185.51 - $281.25 $15,768 - $23,906	85 Added 4.12%	2,148 $539,000
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $276,565 - $395,373	2,063 New	2,063 $386,000
Q3 2019 Nov 06, 2019	SELL	$139.72 - $159.97 $226,486 - $259,311	-1,621 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $235,207 - $269,021	1,621 New	1,621 $245,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.9 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.7 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.9 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.39 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.81 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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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