Current Value of Holding

$556M

Shares

2.99M

% of Portfolio

10.08%

Average Buy Price

$215

Avg closing price
Price range

6 Jeffrey Ubben Salesforce Trades

Jeffrey Ubben acquired 2.99M Salesforce shares worth $556M. That's 10.08% of their entire equity portfolio (3rd largest holding). The first Salesforce trade was made in Q4 2022. Since then Jeffrey Ubben bought shares four more times and sold shares on one occasions. The investor's estimated purchase price is $643M, resulting in a loss of 13%.

Avg closing price
Price range
Increased shares by 3.3% (+96k shares) Dec 05, 2025
Avg closing price $260.52
Price range $260.52 - $260.52
Sold 63.0% shares (-4.93M shares) Dec 18, 2024
Avg closing price -
Price range - - -
Increased shares by 100.0% (+3.91M shares) Q3 2024
Avg closing price $256.17
Price range $238.42 - $276.64
Increased shares by 12.3% (+428k shares) Jun 03, 2024
Avg closing price $236.62
Price range $236.62 - $236.62
Increased shares by 522.3% (+2.93M shares) Mar 01, 2023
Avg closing price $167.35
Price range $167.35 - $167.35
New holding (+560k shares) Q4 2022
Avg closing price $145.92
Price range $128.27 - $165.27

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