Aspiriant, LLC Salesforce, Inc. Transaction History

Aspiriant, LLC

$2.75 Billion
Q4 2024

A detailed history of Aspiriant, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aspiriant, LLC holds 6,585 shares of CRM stock, worth $2.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,585

Previous 6,324 4.13%

Holding current value

$2.2 Million

Previous $1.73 Million 27.23%

% of portfolio

0.08%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$270.87 - $367.87 $70,697 - $96,014	261 Added 4.13%	6,585 $2.2 Million
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

# of Institutions

3,030

Shares Held

729M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $334B
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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