Autus Asset Management, LLC Salesforce, Inc. Transaction History

Autus Asset Management, LLC

$556 Million
Q4 2022

A detailed history of Autus Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Autus Asset Management, LLC holds 29,250 shares of CRM stock, worth $7.49 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

29,250

Previous 32,392 9.7%

Holding current value

$7.49 Million

Previous $4.66 Million 16.76%

% of portfolio

0.7%

Previous 0.89%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $402,835 - $519,278	-3,142 Reduced 9.7%	29,250 $0
Q3 2022 Oct 13, 2022	SELL	$143.84 - $191.27 $31,069 - $41,314	-216 Reduced 0.66%	32,392 $4.66 Million
Q2 2022 Jul 22, 2022	BUY	$155.6 - $218.85 $200,412 - $281,878	1,288 Added 4.11%	32,608 $5.38 Million
Q1 2022 Apr 13, 2022	SELL	$190.54 - $255.46 $1.14 Million - $1.53 Million	-5,990 Reduced 16.05%	31,320 $6.65 Million
Q4 2021 Jan 14, 2022	BUY	$247.21 - $309.96 $93,939 - $117,784	380 Added 1.03%	37,310 $9.48 Million

Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $159,871 - $192,228	673 Added 1.86%	36,930 $10 Million
Q2 2021 Jul 16, 2021	SELL	$210.54 - $246.26 $79,373 - $92,840	-377 Reduced 1.03%	36,257 $8.86 Million
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $808,178 - $978,450	3,936 Added 12.04%	36,634 $7.76 Million
Q4 2020 Jan 19, 2021	SELL	$220.15 - $267.07 $512,729 - $622,006	-2,329 Reduced 6.65%	32,698 $7.28 Million
Q3 2020 Oct 13, 2020	BUY	$185.51 - $281.25 $207,029 - $313,875	1,116 Added 3.29%	35,027 $8.8 Million
Q2 2020 Jul 16, 2020	BUY	$134.06 - $191.65 $154,437 - $220,780	1,152 Added 3.52%	33,911 $6.35 Million
Q1 2020 Apr 16, 2020	BUY	$124.3 - $193.36 $509,878 - $793,162	4,102 Added 14.31%	32,759 $4.72 Million
Q4 2019 Jan 24, 2020	BUY	$142.33 - $164.98 $244,522 - $283,435	1,718 Added 6.38%	28,657 $4.66 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $147,823 - $169,248	1,058 Added 4.09%	26,939 $4 Million
Q2 2019 Jul 15, 2019	BUY	$145.1 - $165.96 $981,311 - $1.12 Million	6,763 Added 35.38%	25,881 $3.93 Million
Q1 2019 Apr 16, 2019	BUY	$130.4 - $166.95 $2.49 Million - $3.19 Million	19,118 New	19,118 $3.03 Million

Others Institutions Holding CRM

# of Institutions

2,973

Shares Held

739M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $256B
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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Autus Asset Management, LLC Salesforce, Inc. Transaction History