EVERCORE WEALTH MANAGEMENT, LLC – Salesforce, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$5.65M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | -0.40% | -156 shares | -858K | $143.84 | 39.32K |
| Q2 2022 | share | Increase | +0.20% | 80 shares | -1.85M | $165.04 | 39.47K |
| Q1 2022 | share | Decrease | -0.23% | -90 shares | -1.67M | $212.32 | 39.39K |
| Q4 2021 | share | Decrease | -0.93% | -370 shares | -774K | $255.33 | 39.48K |
| Q3 2021 | share | Decrease | -2.58% | -1.05K shares | 816K | $271.22 | 39.85K |
| Q2 2021 | share | Increase | +13.39% | 4.83K shares | 2.35M | $244.27 | 40.91K |
| Q1 2021 | share | Decrease | -0.29% | -104 shares | -408K | $211.87 | 36.08K |
| Q4 2020 | share | Increase | +1.05% | 375 shares | -948K | $222.53 | 36.18K |
| Q3 2020 | share | Increase | +0.73% | 259 shares | 2.34M | $251.32 | 35.81K |
| Q2 2020 | share | Increase | +3.65% | 1.25K shares | 1.72M | $187.33 | 35.55K |
| Q1 2020 | share | Decrease | -3.64% | -1.29K shares | -851K | $143.98 | 34.3K |
| Q4 2019 | share | Increase | +3.48% | 1.19K shares | 683K | $162.64 | 35.59K |
| Q3 2019 | share | Increase | +0.53% | 183 shares | -86K | $148.44 | 34.39K |
| Q2 2019 | share | Increase | +0.52% | 178 shares | -199K | $151.73 | 34.21K |
| Q1 2019 | share | Increase | +18.97% | 5.42K shares | 1.47M | $158.37 | 34.03K |
| Q4 2018 | share | Increase | +6.63% | 1.77K shares | -348K | $136.97 | 28.61K |
| Q3 2018 | share | Increase | +0.79% | 211 shares | 636K | $159.03 | 26.83K |
| Q2 2018 | share | Decrease | -0.21% | -56 shares | 528K | $136.4 | 26.62K |
| Q1 2018 | share | Decrease | -1.29% | -350 shares | 340K | $116.3 | 26.67K |
| Q4 2017 | share | Decrease | -1.04% | -285 shares | 211K | $102.23 | 27.02K |
| Q3 2017 | share | Increase | +0.68% | 185 shares | 202K | $93.42 | 27.31K |
| Q2 2017 | share | Decrease | -0.08% | -23 shares | 111K | $86.6 | 27.12K |
| Q1 2017 | share | Decrease | -2.81% | -785 shares | 326K | $82.49 | 27.15K |
| Q4 2016 | share | Decrease | -4.55% | -1.33K shares | -175K | $68.46 | 27.93K |
| Q3 2016 | share | 0.00% | 0 shares | -236K | $71.33 | 29.26K | |
| Q2 2016 | share | Decrease | -0.93% | -276 shares | 143K | $79.41 | 29.26K |
| Q1 2016 | share | Decrease | -1.74% | -524 shares | -176K | $73.83 | 29.54K |