Jnba Financial Advisors Salesforce, Inc. Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

A detailed history of Jnba Financial Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Jnba Financial Advisors holds 1,562 shares of CRM stock, worth $533,766. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,562

Previous 1,597 2.19%

Holding current value

$533,766

Previous $410,000 4.15%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$238.42 - $276.53 $8,344 - $9,678	-35 Reduced 2.19%	1,562 $427,000
Q1 2024 Apr 26, 2024	SELL	$251.12 - $316.88 $59,013 - $74,466	-235 Reduced 12.83%	1,597 $480,000
Q4 2023 Feb 07, 2024	BUY	$196.25 - $267.25 $32,185 - $43,829	164 Added 9.83%	1,832 $482,000
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $27,336 - $31,639	135 Added 8.81%	1,668 $338,000
Q1 2023 May 01, 2023	SELL	$134.8 - $199.78 $404 - $599	-3 Reduced 0.2%	1,533 $306,000
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $12,821 - $16,527	-100 Reduced 6.11%	1,536 $203,000
Q3 2022 Nov 07, 2022	SELL	$143.84 - $191.27 $23,445 - $31,177	-163 Reduced 9.06%	1,636 $235,000
Q2 2022 Jul 22, 2022	BUY	$155.6 - $218.85 $13,537 - $19,039	87 Added 5.08%	1,799 $297,000
Q1 2022 Apr 29, 2022	BUY	$190.54 - $255.46 $6,668 - $8,941	35 Added 2.09%	1,712 $363,000
Q4 2021 Feb 03, 2022	SELL	$247.21 - $309.96 $19,035 - $23,866	-77 Reduced 4.39%	1,677 $426,000
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $33,494 - $40,273	141 Added 8.74%	1,754 $476,000
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $36,844 - $43,095	175 Added 12.17%	1,613 $394,000
Q1 2021 May 03, 2021	BUY	$205.33 - $248.59 $7,597 - $9,197	37 Added 2.64%	1,438 $305,000
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $8,533 - $12,937	-46 Reduced 3.18%	1,401 $352,000
Q2 2020 Jul 24, 2020	BUY	$134.06 - $191.65 $17,293 - $24,722	129 Added 9.79%	1,447 $271,000
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $18,147 - $28,230	146 Added 12.46%	1,318 $190,000
Q4 2019 Feb 10, 2020	BUY	$142.33 - $164.98 $14,090 - $16,333	99 Added 9.23%	1,172 $191,000
Q3 2019 Nov 01, 2019	BUY	$139.72 - $159.97 $5,588 - $6,398	40 Added 3.87%	1,073 $159,000
Q2 2019 Jul 26, 2019	SELL	$145.1 - $165.96 $142,343 - $162,806	-981 Reduced 48.71%	1,033 $157,000
Q1 2019 May 01, 2019	BUY	$130.4 - $166.95 $114,882 - $147,082	881 Added 77.76%	2,014 $319,000
Q4 2018 Feb 07, 2019	BUY	$120.67 - $159.86 $32,942 - $43,641	273 Added 31.74%	1,133 $155,000
Q3 2018 Nov 01, 2018	SELL	$137.15 - $160.43 $132,761 - $155,296	-968 Reduced 52.95%	860 $137,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,828	1,828 $158,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $342B
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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Jnba Financial Advisors Salesforce, Inc. Transaction History