WAVERLY ADVISORS, LLC – Salesforce, Inc. Transaction History
WAVERLY ADVISORS, LLC portfolio value:
$243,000
portfolio value
WAVERLY ADVISORS, 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 | Increase | +24.47% | 333 shares | 18K | $143.84 | 1.69K |
| Q2 2022 | share | Increase | +17.23% | 200 shares | -22K | $165.04 | 1.36K |
| Q1 2022 | share | Decrease | -14.63% | -199 shares | -35K | $212.32 | 1.16K |
| Q4 2021 | share | Decrease | -6.53% | -95 shares | -158K | $255.33 | 1.36K |
| Q3 2021 | share | Decrease | -2.87% | -43 shares | 63K | $271.22 | 1.45K |
| Q2 2021 | share | Increase | +58.69% | 554 shares | 166K | $244.27 | 1.49K |
| Q1 2021 | share | Increase | 0.00% | 944 shares | 211K | $211.87 | 944 |
| Q4 2018 | share | Decrease | -100.00% | -1.73K shares | -276K | $136.97 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | 39K | $159.03 | 1.73K | |
| Q2 2018 | share | Increase | 0.00% | 1.73K shares | 237K | $136.4 | 1.73K |
| Q1 2018 | share | Decrease | -100.00% | -4.28K shares | -438K | $116.3 | 0 |
| Q4 2017 | share | Increase | 0.00% | 4.28K shares | 438K | $102.23 | 4.28K |