ARETE WEALTH ADVISORS, LLC – Salesforce, Inc. Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$782,000
portfolio value
ARETE WEALTH 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 | +341.20% | 4.20K shares | 578K | $143.84 | 5.44K |
| Q2 2022 | share | Decrease | -34.24% | -642 shares | -194K | $165.04 | 1.23K |
| Q1 2022 | share | Decrease | -22.23% | -536 shares | -215K | $212.32 | 1.87K |
| Q4 2021 | share | Increase | +21.64% | 429 shares | 75K | $255.33 | 2.41K |
| Q3 2021 | share | Increase | +6.73% | 125 shares | 324K | $271.22 | 1.98K |
| Q2 2021 | share | Decrease | -53.93% | -2.17K shares | -640K | $244.27 | 1.85K |
| Q1 2021 | share | Increase | +27.24% | 863 shares | 150K | $211.87 | 4.03K |
| Q4 2020 | share | Decrease | -10.08% | -355 shares | -169K | $222.53 | 3.16K |
| Q3 2020 | share | Increase | +8.67% | 281 shares | 266K | $251.32 | 3.52K |
| Q2 2020 | share | Decrease | -2.32% | -77 shares | 129K | $187.33 | 3.24K |
| Q1 2020 | share | Increase | +2.09% | 68 shares | -51K | $143.98 | 3.31K |
| Q4 2019 | share | Increase | +135.58% | 1.87K shares | 324K | $162.64 | 3.25K |
| Q3 2019 | share | Increase | 0.00% | 1.38K shares | 205K | $148.44 | 1.38K |
| Q4 2018 | share | Decrease | -100.00% | -3.05K shares | -486K | $136.97 | 0 |
| Q3 2018 | share | Increase | +6.60% | 189 shares | 95K | $159.03 | 3.05K |
| Q2 2018 | share | Decrease | -14.68% | -493 shares | 0 | $136.4 | 2.86K |
| Q1 2018 | share | Increase | +30.00% | 775 shares | 127K | $116.3 | 3.35K |
| Q4 2017 | share | Decrease | -7.19% | -200 shares | 4K | $102.23 | 2.58K |
| Q3 2017 | share | Increase | 0.00% | 2.78K shares | 260K | $93.42 | 2.78K |