Soltis Investment Advisors LLC Salesforce, Inc. Transaction History

Soltis Investment Advisors LLC

$1.03 Billion
Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 2,493 shares of CRM stock, worth $735,185. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,493

Previous 2,927 14.83%

Holding current value

$735,185

Previous $801,000 4.0%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$270.87 - $367.87 $117,557 - $159,655	-434 Reduced 14.83%	2,493 $833,000
Q3 2024 Nov 18, 2024	SELL	$238.42 - $276.53 $44,584 - $51,711	-187 Reduced 6.01%	2,927 $801,000
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $4.43 Million - $6.19 Million	-20,326 Reduced 86.72%	3,114 $800,000
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $199,138 - $251,285	-793 Reduced 3.27%	23,440 $7.06 Million
Q4 2023 Jan 26, 2024	BUY	$196.25 - $267.25 $4.24 Million - $5.78 Million	21,612 Added 824.57%	24,233 $6.38 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $42,927 - $49,686	212 Added 8.8%	2,621 $531,000
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $130,522 - $154,355	691 Added 40.22%	2,409 $508,000
Q1 2023 May 03, 2023	SELL	$134.8 - $199.78 $5,931 - $8,790	-44 Reduced 2.5%	1,718 $343,000
Q4 2022 Feb 09, 2023	BUY	$128.21 - $165.27 $225,906 - $291,205	1,762 New	1,762 $233,000
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $176,294 - $247,957	-1,133 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $12,575 - $16,860	66 Added 6.19%	1,133 $240,000
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $741 - $929	3 Added 0.28%	1,067 $271,000
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $12,352 - $14,852	52 Added 5.14%	1,064 $289,000
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $6,105 - $7,141	29 Added 2.95%	1,012 $247,000
Q1 2021 May 11, 2021	SELL	$205.33 - $248.59 $248,859 - $301,291	-1,212 Reduced 55.22%	983 $208,000
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $483,229 - $586,218	2,195 New	2,195 $488,000
Q3 2020 Oct 28, 2020	SELL	$185.51 - $281.25 $635,371 - $963,281	-3,425 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $459,155 - $656,401	3,425 New	3,425 $642,000

Others Institutions Holding CRM

# of Institutions

3,418

Shares Held

754M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $295B
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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Soltis Investment Advisors LLC Salesforce, Inc. Transaction History