WEALTHSPIRE ADVISORS, LLC – Salesforce, Inc. Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$904,000
portfolio value
WEALTHSPIRE 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 | +3.46% | 210 shares | -99K | $143.84 | 6.28K |
| Q2 2022 | share | Decrease | -0.28% | -17 shares | -291K | $165.04 | 6.07K |
| Q1 2022 | share | Decrease | -37.51% | -3.65K shares | -1.18M | $212.32 | 6.09K |
| Q4 2021 | share | Increase | +4.31% | 403 shares | -58K | $255.33 | 9.75K |
| Q3 2021 | share | Increase | +609.87% | 8.03K shares | 2.21M | $271.22 | 9.34K |
| Q2 2021 | share | Decrease | -95.53% | -28.12K shares | -5.91M | $244.27 | 1.31K |
| Q1 2021 | share | Increase | +60.13% | 11.05K shares | 2.14M | $211.87 | 29.44K |
| Q4 2020 | share | Increase | 0.00% | 18.38K shares | 4.09M | $222.53 | 18.38K |
| Q3 2020 | share | Increase | +17.39% | 2.12K shares | 1.31M | $251.32 | 14.31K |
| Q2 2020 | share | Decrease | -12.76% | -1.78K shares | 271K | $187.33 | 12.19K |
| Q1 2020 | share | Increase | +113.44% | 7.42K shares | 948K | $143.98 | 13.97K |
| Q4 2019 | share | Increase | +207.03% | 4.41K shares | 748K | $162.64 | 6.54K |
| Q3 2019 | share | Increase | 0.00% | 2.13K shares | 317K | $148.44 | 2.13K |
| Q1 2019 | share | Decrease | -100.00% | -544 shares | -75K | $158.37 | 0 |
| Q4 2018 | share | Increase | 0.00% | 544 shares | 75K | $136.97 | 544 |