Allen Investment Management LLC Salesforce, Inc. Transaction History

Allen Investment Management LLC

$8.34 Billion
Q3 2024

A detailed history of Allen Investment Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Allen Investment Management LLC holds 121,772 shares of CRM stock, worth $41.5 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

121,772

Previous 121,772 -0.0%

Holding current value

$41.5 Million

Previous $31.3 Million 6.46%

% of portfolio

0.4%

Previous 0.38%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $6.32 Million - $8.84 Million	28,995 Added 31.25%	121,772 $31.3 Million
Q1 2024 May 07, 2024	SELL	$251.12 - $316.88 $7.76 Million - $9.8 Million	-30,917 Reduced 24.99%	92,777 $27.9 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $16.5 Million - $22.5 Million	-84,147 Reduced 40.49%	123,694 $32.5 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $41.4 Million - $48 Million	204,681 Added 6477.25%	207,841 $42.1 Million
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $5.58 Million - $6.6 Million	-29,563 Reduced 90.34%	3,160 $667,000
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $1.03 Million - $1.53 Million	-7,661 Reduced 18.97%	32,723 $6.54 Million
Q4 2022 Feb 10, 2023	SELL	$128.21 - $165.27 $162,442 - $209,397	-1,267 Reduced 3.04%	40,384 $5.36 Million
Q3 2022 Nov 07, 2022	SELL	$143.84 - $191.27 $96,228 - $127,959	-669 Reduced 1.58%	41,651 $5.99 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $3,423 - $4,814	22 Added 0.05%	42,320 $6.98 Million
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $418,997 - $561,756	-2,199 Reduced 4.94%	42,298 $8.98 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $386,883 - $485,087	1,565 Added 3.65%	44,497 $11.3 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $619,055 - $744,351	2,606 Added 6.46%	42,932 $11.6 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $91,374 - $106,876	434 Added 1.09%	40,326 $9.85 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $172,066 - $208,318	838 Added 2.15%	39,892 $8.45 Million
Q4 2020 Feb 03, 2021	BUY	$220.15 - $267.07 $7,485 - $9,080	34 Added 0.09%	39,054 $8.69 Million
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $197,382 - $299,250	1,064 Added 2.8%	39,020 $9.81 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $42,899 - $61,328	320 Added 0.85%	37,956 $7.11 Million
Q1 2020 May 07, 2020	SELL	$124.3 - $193.36 $2.05 Million - $3.19 Million	-16,501 Reduced 30.48%	37,636 $5.42 Million
Q4 2019 Feb 04, 2020	SELL	$142.33 - $164.98 $1,138 - $1,319	-8 Reduced 0.01%	54,137 $8.81 Million
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $3.62 Million - $4.14 Million	25,876 Added 91.53%	54,145 $8.04 Million
Q2 2019 Aug 12, 2019	BUY	$145.1 - $165.96 $430,801 - $492,735	2,969 Added 11.74%	28,269 $4.29 Million
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $388,592 - $497,510	2,980 Added 13.35%	25,300 $4.01 Million
Q4 2018 Feb 05, 2019	BUY	$120.67 - $159.86 $492,333 - $652,228	4,080 Added 22.37%	22,320 $3.06 Million
Q3 2018 Nov 06, 2018	BUY	$137.15 - $160.43 $660,788 - $772,951	4,818 Added 35.9%	18,240 $2.9 Million
Q2 2018 Jul 30, 2018	BUY	$115.3 - $139.8 $434,219 - $526,486	3,766 Added 39.0%	13,422 $1.83 Million
Q1 2018 May 14, 2018	SELL	$104.03 - $127.99 $206,811 - $254,444	-1,988 Reduced 17.07%	9,656 $1.12 Million
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $32,221 - $37,318	-343 Reduced 2.86%	11,644 $1.19 Million
Q3 2017 Nov 07, 2017	BUY	$87.63 - $97.71 $1.05 Million - $1.17 Million	11,987	11,987 $1.12 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

752M

Call Options Held

15.4M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $341B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Allen Investment Management LLC Salesforce, Inc. Transaction History