Current Value of Holding

$811 Million

Shares

2.9 Million

% of Portfolio

20.93%

Average Buy Price

$214

Avg closing price
Price range

5 Jeffrey Ubben Salesforce Trades

Jeffrey Ubben acquired 2.9 Million Salesforce shares worth $811 Million. It makes up 20.93% of their stock portfolio and is their biggest holding. Jeffrey Ubben started to build up the position in Salesforce in Q4 2022 and continued to invest until Q3 2024. Since then they sold 4.93 Million shares. The stake costed the investor $620 Million, netting the investor a gain of 31% so far.

Avg closing price
Price range
Sold 63.0% shares (-4.93 Million shares) Dec 18, 2024
Avg closing price -
Price range - - -
Increased shares by 100.0% (+3.91 Million shares) Q3 2024
Avg closing price $256.17
Price range $238.42 - $276.64
Increased shares by 12.3% (+428 Thousand shares) Jun 03, 2024
Avg closing price $236.62
Price range $236.62 - $236.62
Increased shares by 522.3% (+2.93 Million shares) Mar 01, 2023
Avg closing price $167.35
Price range $167.35 - $167.35
New holding (+560 Thousand shares) Q4 2022
Avg closing price $145.92
Price range $128.27 - $165.27

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