Appleton Partners Inc Salesforce, Inc. Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 2,524 shares of CRM stock, worth $725,700. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,524

Previous 2,621 3.7%

Holding current value

$725,700

Previous $674,000 2.52%

% of portfolio

0.05%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$238.42 - $276.53 $23,126 - $26,823	-97 Reduced 3.7%	2,524 $691,000
Q2 2024 Jul 02, 2024	SELL	$218.01 - $304.74 $10,464 - $14,627	-48 Reduced 1.8%	2,621 $674,000
Q1 2024 Apr 01, 2024	SELL	$251.12 - $316.88 $32,645 - $41,194	-130 Reduced 4.64%	2,669 $804,000
Q4 2023 Jan 02, 2024	SELL	$196.25 - $267.25 $15,111 - $20,578	-77 Reduced 2.68%	2,799 $737,000
Q3 2023 Oct 03, 2023	SELL	$202.49 - $234.37 $1,012 - $1,171	-5 Reduced 0.17%	2,876 $583,000
Q2 2023 Jul 10, 2023	SELL	$188.89 - $223.38 $6,611 - $7,818	-35 Reduced 1.2%	2,881 $609,000
Q1 2023 Apr 10, 2023	SELL	$134.8 - $199.78 $18,737 - $27,769	-139 Reduced 4.55%	2,916 $583,000
Q4 2022 Jan 19, 2023	BUY	$128.21 - $165.27 $133,210 - $171,715	1,039 Added 51.54%	3,055 $405,000
Q3 2022 Oct 27, 2022	SELL	$143.84 - $191.27 $22,295 - $29,646	-155 Reduced 7.14%	2,016 $290,000
Q2 2022 Jul 08, 2022	SELL	$155.6 - $218.85 $13,381 - $18,821	-86 Reduced 3.81%	2,171 $358,000
Q1 2022 Apr 05, 2022	BUY	$190.54 - $255.46 $124,232 - $166,559	652 Added 40.62%	2,257 $479,000
Q4 2021 Feb 03, 2022	BUY	$247.21 - $309.96 $10,630 - $13,328	43 Added 2.75%	1,605 $408,000
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $8,551 - $10,282	36 Added 2.36%	1,562 $424,000
Q2 2021 Jul 07, 2021	SELL	$210.54 - $246.26 $57,266 - $66,982	-272 Reduced 15.13%	1,526 $373,000
Q1 2021 Apr 19, 2021	SELL	$205.33 - $248.59 $28,746 - $34,802	-140 Reduced 7.22%	1,798 $381,000
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $5,063 - $6,142	23 Added 1.2%	1,938 $431,000
Q3 2020 Oct 14, 2020	SELL	$185.51 - $281.25 $2,782 - $4,218	-15 Reduced 0.78%	1,915 $481,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $28,956 - $41,396	-216 Reduced 10.07%	1,930 $362,000
Q1 2020 May 04, 2020	BUY	$124.3 - $193.36 $20,509 - $31,904	165 Added 8.33%	2,146 $309,000
Q4 2019 Jan 13, 2020	SELL	$142.33 - $164.98 $9,251 - $10,723	-65 Reduced 3.18%	1,981 $322,000
Q1 2019 Apr 17, 2019	SELL	$130.4 - $166.95 $8,345 - $10,684	-64 Reduced 3.03%	2,046 $324,000
Q4 2018 Jan 17, 2019	SELL	$120.67 - $159.86 $2,534 - $3,357	-21 Reduced 0.99%	2,110 $289,000
Q3 2018 Oct 09, 2018	SELL	$137.15 - $160.43 $39,499 - $46,203	-288 Reduced 11.91%	2,131 $339,000
Q2 2018 Aug 08, 2018	BUY	$115.3 - $139.8 $40,585 - $49,209	352 Added 17.03%	2,419 $330,000
Q1 2018 Apr 11, 2018	SELL	$104.03 - $127.99 $15,396 - $18,942	-148 Reduced 6.68%	2,067 $240,000
Q4 2017 Jan 12, 2018	BUY	$93.94 - $108.8 $208,077 - $240,992	2,215	2,215 $226,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

15.7M

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 $288B
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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Appleton Partners Inc Salesforce, Inc. Transaction History