INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Salesforce, Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$53,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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 | +4.27% | 15 shares | -5K | $143.84 | 366 |
| Q2 2022 | share | Decrease | -9.07% | -35 shares | -24K | $165.04 | 351 |
| Q1 2022 | share | Decrease | -39.31% | -250 shares | -80K | $212.32 | 386 |
| Q4 2021 | share | Increase | +0.79% | 5 shares | -9K | $255.33 | 636 |
| Q3 2021 | share | Increase | +16.42% | 89 shares | 39K | $271.22 | 631 |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $244.27 | 542 | |
| Q1 2021 | share | Decrease | -16.74% | -109 shares | -30K | $211.87 | 542 |
| Q4 2020 | share | Decrease | -0.61% | -4 shares | -20K | $222.53 | 651 |
| Q3 2020 | share | Increase | +13.91% | 80 shares | 57K | $251.32 | 655 |
| Q2 2020 | share | Increase | +9.52% | 50 shares | 32K | $187.33 | 575 |
| Q1 2020 | share | Increase | +1.74% | 9 shares | -8K | $143.98 | 525 |
| Q4 2019 | share | Increase | +43.33% | 156 shares | 31K | $162.64 | 516 |
| Q3 2019 | share | Decrease | -10.00% | -40 shares | -8K | $148.44 | 360 |
| Q2 2019 | share | Increase | +3.90% | 15 shares | 0 | $151.73 | 400 |
| Q1 2019 | share | Increase | +6.94% | 25 shares | 12K | $158.37 | 385 |
| Q4 2018 | share | 0.00% | 0 shares | -8K | $136.97 | 360 | |
| Q3 2018 | share | 0.00% | 0 shares | 8K | $159.03 | 360 | |
| Q2 2018 | share | Increase | +44.00% | 110 shares | 20K | $136.4 | 360 |
| Q1 2018 | share | Increase | 0.00% | 250 shares | 29K | $116.3 | 250 |