HERITAGE WEALTH ADVISORS – Salesforce, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$209,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | -2.68% | -40 shares | -37K | $143.84 | 1.45K |
| Q2 2022 | share | 0.00% | 0 shares | -71K | $165.04 | 1.49K | |
| Q1 2022 | share | Decrease | -15.61% | -276 shares | -132K | $212.32 | 1.49K |
| Q4 2021 | share | Increase | +12.76% | 200 shares | 24.02K | $255.33 | 1.76K |
| Q3 2021 | share | 0.00% | 0 shares | 42.25K | $271.22 | 1.56K | |
| Q2 2021 | share | Decrease | -13.03% | -235 shares | 1.01K | $244.27 | 1.56K |
| Q1 2021 | share | Increase | +13.54% | 215 shares | 29.00K | $211.87 | 1.80K |
| Q4 2020 | share | Increase | +1.28% | 20 shares | -41.07K | $222.53 | 1.58K |
| Q3 2020 | share | Decrease | -2.43% | -39 shares | 93.03K | $251.32 | 1.56K |
| Q2 2020 | share | 0.00% | 0 shares | 69.66K | $187.33 | 1.60K | |
| Q1 2020 | share | Decrease | -1.23% | -20 shares | -33.23K | $143.98 | 1.60K |
| Q4 2019 | share | Increase | +1.24% | 20 shares | 26.61K | $162.64 | 1.62K |
| Q3 2019 | share | 0.00% | 0 shares | -5.83K | $148.44 | 1.60K | |
| Q2 2019 | share | 0.00% | 0 shares | -10.67K | $151.73 | 1.60K | |
| Q1 2019 | share | 0.00% | 0 shares | 34.50K | $158.37 | 1.60K | |
| Q4 2018 | share | 0.00% | 0 shares | -35K | $136.97 | 1.60K | |
| Q3 2018 | share | 0.00% | 0 shares | 37K | $159.03 | 1.60K | |
| Q2 2018 | share | Increase | 0.00% | 1.60K shares | 218K | $136.4 | 1.60K |
| Q1 2018 | share | Decrease | -100.00% | -2.07K shares | -211K | $116.3 | 0 |
| Q4 2017 | share | Increase | 0.00% | 2.07K shares | 211K | $102.23 | 2.07K |