A detailed history of Aureus Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aureus Asset Management, LLC holds 134,376 shares of CRM stock, worth $43.8 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
134,376
Previous 135,558 0.87%
Holding current value
$43.8 Million
Previous $34.9 Million 5.53%
% of portfolio
2.44%
Previous 2.43%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $281,812 - $326,858
-1,182 Reduced 0.87%
134,376 $36.8 Million
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $321,782 - $449,796
-1,476 Reduced 1.08%
135,558 $34.9 Million
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $235,299 - $296,916
-937 Reduced 0.68%
137,034 $41.3 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $73,005 - $99,417
-372 Reduced 0.27%
137,971 $36.3 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $6.94 Million - $8.03 Million
-34,264 Reduced 19.85%
138,343 $28.1 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $1.23 Million - $1.45 Million
-6,509 Reduced 3.63%
172,607 $36.5 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $2.9 Million - $4.3 Million
21,536 Added 13.67%
179,116 $35.8 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $303,344 - $391,028
2,366 Added 1.52%
157,580 $20.9 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $2.1 Million - $2.8 Million
14,617 Added 10.4%
155,214 $22.3 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $110,476 - $155,383
710 Added 0.51%
140,597 $23.2 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $350,021 - $469,280
-1,837 Reduced 1.3%
139,887 $29.7 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $136,707 - $171,407
553 Added 0.39%
141,724 $36 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $915,992 - $1.1 Million
3,856 Added 2.81%
141,171 $38.3 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $1.16 Million - $1.35 Million
5,498 Added 4.17%
137,315 $33.5 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $1.84 Million - $2.23 Million
8,971 Added 7.3%
131,817 $27.9 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $825,782 - $1 Million
3,751 Added 3.15%
122,846 $27.3 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $58,621 - $88,875
-316 Reduced 0.26%
119,095 $29.9 Million
Q2 2020

Aug 11, 2020

BUY
$134.06 - $191.65 $238,358 - $340,753
1,778 Added 1.51%
119,411 $22.4 Million
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $431,321 - $670,959
3,470 Added 3.04%
117,633 $16.9 Million
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $321,665 - $372,854
2,260 Added 2.02%
114,163 $18.6 Million
Q3 2019

Nov 12, 2019

SELL
$139.72 - $159.97 $55,049 - $63,028
-394 Reduced 0.35%
111,903 $16.6 Million
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $287,298 - $328,600
1,980 Added 1.79%
112,297 $17 Million
Q1 2019

May 13, 2019

SELL
$130.4 - $166.95 $417,019 - $533,906
-3,198 Reduced 2.82%
110,317 $17.5 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $361,406 - $478,780
2,995 Added 2.71%
113,515 $15.5 Million
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $148,122 - $173,264
-1,080 Reduced 0.97%
110,520 $17.6 Million
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $131,442 - $159,372
1,140 Added 1.03%
111,600 $15.2 Million
Q1 2018

May 15, 2018

SELL
$104.03 - $127.99 $43,692 - $53,755
-420 Reduced 0.38%
110,460 $12.8 Million
Q4 2017

Feb 14, 2018

SELL
$93.94 - $108.8 $2.67 Million - $3.1 Million
-28,455 Reduced 20.42%
110,880 $11.3 Million
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $12.2 Million - $13.6 Million
139,335
139,335 $13 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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
Track This Portfolio

Track Aureus Asset Management, LLC Portfolio

Follow Aureus Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aureus Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aureus Asset Management, LLC with notifications on news.