A detailed history of Aspiriant, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aspiriant, LLC holds 6,324 shares of CRM stock, worth $2.16 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,324
Previous 8,207 22.94%
Holding current value
$2.16 Million
Previous $2.11 Million 18.01%
% of portfolio
0.07%
Previous 0.09%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$238.42 - $276.53 $448,944 - $520,705
-1,883 Reduced 22.94%
6,324 $1.73 Million
Q2 2024

Jul 15, 2024

SELL
$218.01 - $304.74 $498,588 - $696,940
-2,287 Reduced 21.79%
8,207 $2.11 Million
Q1 2024

Apr 15, 2024

SELL
$251.12 - $316.88 $4,771 - $6,020
-19 Reduced 0.18%
10,494 $3.16 Million
Q4 2023

Jan 26, 2024

BUY
$196.25 - $267.25 $245,116 - $333,795
1,249 Added 13.48%
10,513 $2.77 Million
Q3 2023

Oct 17, 2023

SELL
$202.49 - $234.37 $644,120 - $745,530
-3,181 Reduced 25.56%
9,264 $1.88 Million
Q2 2023

Jul 19, 2023

SELL
$188.89 - $223.38 $74,989 - $88,681
-397 Reduced 3.09%
12,445 $2.63 Million
Q1 2023

Apr 27, 2023

SELL
$134.8 - $199.78 $71,848 - $106,482
-533 Reduced 3.99%
12,842 $2.57 Million
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $28,462 - $36,689
222 Added 1.69%
13,375 $0
Q3 2022

Oct 28, 2022

SELL
$143.84 - $191.27 $5,178 - $6,885
-36 Reduced 0.27%
13,153 $1.89 Million
Q2 2022

Jul 25, 2022

BUY
$155.6 - $218.85 $129,303 - $181,864
831 Added 6.72%
13,189 $2.18 Million
Q1 2022

May 06, 2022

BUY
$190.54 - $255.46 $46,491 - $62,332
244 Added 2.01%
12,358 $2.62 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $612,091 - $767,460
2,476 Added 25.69%
12,114 $3.08 Million
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $74,353 - $89,402
313 Added 3.36%
9,638 $2.61 Million
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $585,932 - $685,341
-2,783 Reduced 22.98%
9,325 $2.28 Million
Q1 2021

May 11, 2021

SELL
$205.33 - $248.59 $156,666 - $189,674
-763 Reduced 5.93%
12,108 $2.57 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $312,172 - $378,705
1,418 Added 12.38%
12,871 $2.87 Million
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $32,278 - $48,937
174 Added 1.54%
11,453 $2.88 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $107,248 - $153,320
800 Added 7.63%
11,279 $2.11 Million
Q1 2020

May 05, 2020

BUY
$124.3 - $193.36 $51,957 - $80,824
418 Added 4.15%
10,479 $1.51 Million
Q4 2019

Jan 27, 2020

BUY
$142.33 - $164.98 $171,222 - $198,470
1,203 Added 13.58%
10,061 $1.64 Million
Q3 2019

Nov 04, 2019

BUY
$139.72 - $159.97 $775,446 - $887,833
5,550 Added 167.78%
8,858 $1.32 Million
Q2 2019

Aug 06, 2019

SELL
$145.1 - $165.96 $6,239 - $7,136
-43 Reduced 1.28%
3,308 $501,000
Q1 2019

May 03, 2019

BUY
$130.4 - $166.95 $66,504 - $85,144
510 Added 17.95%
3,351 $532,000
Q4 2018

Feb 04, 2019

SELL
$120.67 - $159.86 $101,724 - $134,761
-843 Reduced 22.88%
2,841 $387,000
Q3 2018

Oct 26, 2018

BUY
$137.15 - $160.43 $53,351 - $62,407
389 Added 11.81%
3,684 $587,000
Q2 2018

Aug 07, 2018

BUY
$115.3 - $139.8 $31,476 - $38,165
273 Added 9.03%
3,295 $449,000
Q1 2018

May 04, 2018

BUY
$104.03 - $127.99 $314,378 - $386,785
3,022 New
3,022 $351,000
Q4 2017

Jan 31, 2018

SELL
$93.94 - $108.8 $223,201 - $258,508
-2,376 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $208,208 - $232,158
2,376
2,376 $222,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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...
More about CRM
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