AE WEALTH MANAGEMENT LLC – Salesforce, Inc. Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
$12.55M
portfolio value
AE WEALTH 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 | +103.04% | 44.27K shares | 5.45M | $143.84 | 87.24K |
| Q2 2022 | share | Increase | +5.17% | 2.11K shares | -1.58M | $165.04 | 42.97K |
| Q1 2022 | share | Decrease | -3.83% | -1.62K shares | -2.12M | $212.32 | 40.85K |
| Q4 2021 | share | Decrease | -4.71% | -2.10K shares | -1.29M | $255.33 | 42.48K |
| Q3 2021 | share | Increase | +30.69% | 10.47K shares | 3.76M | $271.22 | 44.58K |
| Q2 2021 | share | Decrease | -37.68% | -20.62K shares | -3.26M | $244.27 | 34.11K |
| Q1 2021 | share | Increase | +24.69% | 10.83K shares | 1.82M | $211.87 | 54.74K |
| Q4 2020 | share | Increase | +10.24% | 4.07K shares | -239K | $222.53 | 43.90K |
| Q3 2020 | share | Increase | +18.22% | 6.13K shares | 3.69M | $251.32 | 39.82K |
| Q2 2020 | share | Increase | +26.89% | 7.14K shares | 2.48M | $187.33 | 33.68K |
| Q1 2020 | share | Increase | +37.48% | 7.23K shares | 681K | $143.98 | 26.54K |
| Q4 2019 | share | Increase | +22.70% | 3.57K shares | 805K | $162.64 | 19.31K |
| Q3 2019 | share | Increase | +7.40% | 1.08K shares | 113K | $148.44 | 15.73K |
| Q2 2019 | share | Increase | +156.53% | 8.94K shares | 1.31M | $151.73 | 14.65K |
| Q1 2019 | share | Increase | +81.68% | 2.56K shares | 474K | $158.37 | 5.71K |
| Q4 2018 | share | Increase | +57.44% | 1.14K shares | 113K | $136.97 | 3.14K |
| Q3 2018 | share | Increase | 0.00% | 1.99K shares | 318K | $159.03 | 1.99K |