UNITED CAPITAL FINANCIAL ADVISERS, LLC – Salesforce, Inc. Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$18.95M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.03% | -1.36K shares | -3.01M | $143.84 | 131.76K |
| Q2 2022 | share | Increase | +0.23% | 306 shares | -6.23M | $165.04 | 133.13K |
| Q1 2022 | share | Increase | +2.83% | 3.65K shares | -4.62M | $212.32 | 132.82K |
| Q4 2021 | share | Increase | +15.16% | 17.00K shares | 2.40M | $255.33 | 129.16K |
| Q3 2021 | share | Increase | +3.49% | 3.78K shares | 3.94M | $271.22 | 112.16K |
| Q2 2021 | share | Increase | +1.10% | 1.17K shares | 3.76M | $244.27 | 108.37K |
| Q1 2021 | share | Increase | +29.45% | 24.38K shares | 4.28M | $211.87 | 107.20K |
| Q4 2020 | share | Increase | +47.40% | 26.63K shares | 4.30M | $222.53 | 82.81K |
| Q3 2020 | share | Decrease | -31.38% | -25.69K shares | -1.21M | $251.32 | 56.18K |
| Q2 2020 | share | Increase | +4.41% | 3.45K shares | 4.04M | $187.33 | 81.88K |
| Q1 2020 | share | Increase | +62.08% | 30.03K shares | 3.42M | $143.98 | 78.42K |
| Q4 2019 | share | Increase | +19.40% | 7.86K shares | 1.85M | $162.64 | 48.38K |
| Q3 2019 | share | Decrease | -9.29% | -4.14K shares | -763K | $148.44 | 40.52K |
| Q2 2019 | share | Increase | +13.30% | 5.24K shares | 534K | $151.73 | 44.67K |
| Q1 2019 | share | Increase | +13.93% | 4.82K shares | 1.50M | $158.37 | 39.42K |
| Q4 2018 | share | Increase | +19.18% | 5.57K shares | 122K | $136.97 | 34.60K |
| Q3 2018 | share | Increase | +16.38% | 4.08K shares | 1.21M | $159.03 | 29.03K |
| Q2 2018 | share | Increase | +19.31% | 4.03K shares | 971K | $136.4 | 24.95K |
| Q1 2018 | share | Increase | +17.43% | 3.10K shares | 611K | $116.3 | 20.91K |
| Q4 2017 | share | Increase | +19.62% | 2.92K shares | 430K | $102.23 | 17.80K |
| Q3 2017 | share | Increase | +33.36% | 3.72K shares | 424K | $93.42 | 14.88K |
| Q2 2017 | share | Increase | +63.35% | 4.32K shares | 403K | $86.6 | 11.16K |
| Q1 2017 | share | Increase | +11.50% | 705 shares | 144K | $82.49 | 6.83K |
| Q4 2016 | share | Decrease | -15.67% | -1.13K shares | -98K | $68.46 | 6.12K |
| Q3 2016 | share | Decrease | -66.18% | -14.22K shares | -1.18M | $71.33 | 7.26K |
| Q2 2016 | share | Increase | +265.17% | 15.60K shares | 1.26M | $79.41 | 21.49K |
| Q1 2016 | share | Decrease | -32.36% | -2.81K shares | -248K | $73.83 | 5.88K |