CAPITAL PLANNING ADVISORS, LLC – Salesforce, Inc. Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$253,000
portfolio value
CAPITAL PLANNING 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 | Decrease | -9.95% | -194 shares | -69K | $143.84 | 1.75K |
| Q2 2022 | share | Decrease | -57.60% | -2.64K shares | -654K | $165.04 | 1.95K |
| Q1 2022 | share | Decrease | -3.18% | -151 shares | -231K | $212.32 | 4.59K |
| Q4 2021 | share | Decrease | -0.34% | -16 shares | -86K | $255.33 | 4.75K |
| Q3 2021 | share | Decrease | -2.12% | -103 shares | 104K | $271.22 | 4.76K |
| Q2 2021 | share | Decrease | -49.33% | -4.74K shares | -847K | $244.27 | 4.86K |
| Q1 2021 | share | Decrease | -9.25% | -980 shares | -321K | $211.87 | 9.61K |
| Q4 2020 | share | Increase | +8.29% | 811 shares | -101K | $222.53 | 10.59K |
| Q3 2020 | share | Increase | +7.37% | 671 shares | 752K | $251.32 | 9.77K |
| Q2 2020 | share | Increase | 0.00% | 9.10K shares | 1.70M | $187.33 | 9.10K |