Insight Wealth Strategies, LLC Salesforce, Inc. Transaction History

Insight Wealth Strategies, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 06, 2023	BUY	$128.21 - $165.27 $62,310 - $80,321	486 Added 4.72%	10,783 $0
Q2 2022 Jul 01, 2022	BUY	$155.6 - $218.85 $14,004 - $19,696	90 Added 0.88%	10,297 $1.7 Million
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $105,749 - $141,780	555 Added 5.75%	10,207 $2.17 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $11,618 - $14,568	47 Added 0.49%	9,652 $2.45 Million
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $71,502 - $85,974	301 Added 3.24%	9,605 $2.61 Million
Q2 2021 Aug 12, 2021	SELL	$210.54 - $246.26 $483,399 - $565,412	-2,296 Reduced 19.79%	9,304 $2.27 Million
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $412,302 - $499,168	2,008 Added 20.93%	11,600 $2.46 Million
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $438,916 - $665,437	2,366 Added 32.74%	9,592 $2.41 Million
Q2 2020 Jul 31, 2020	BUY	$134.06 - $191.65 $213,959 - $305,873	1,596 Added 28.35%	7,226 $1.35 Million
Q1 2020 Apr 21, 2020	SELL	$124.3 - $193.36 $1.21 Million - $1.89 Million	-9,763 Reduced 63.42%	5,630 $811,000
Q4 2019 Feb 21, 2020	SELL	$142.33 - $164.98 $70,880 - $82,160	-498 Reduced 3.13%	15,393 $2.5 Million
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $292,154 - $334,497	2,091 Added 15.15%	15,891 $2.36 Million
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $403,087 - $461,036	2,778 Added 25.2%	13,800 $2.09 Million
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $62,852 - $80,469	482 Added 4.57%	11,022 $1.75 Million
Q4 2018 Feb 12, 2019	BUY	$120.67 - $159.86 $1.27 Million - $1.68 Million	10,540 New	10,540 $1.44 Million

2,949

726M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $338B
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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