Bartlett & Co. LLC Salesforce, Inc. Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bartlett & Co. LLC holds 240,163 shares of CRM stock, worth $82.1 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

240,163

Previous 234,149 2.57%

Holding current value

$82.1 Million

Previous $47.5 Million 34.34%

% of portfolio

1.04%

Previous 0.85%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$196.25 - $267.25 $1.18 Million - $1.61 Million	6,014 Added 2.57%	240,163 $63.8 Million
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $342,005 - $395,850	1,689 Added 0.73%	234,149 $47.5 Million
Q2 2023 Jul 14, 2023	BUY	$188.89 - $223.38 $1.77 Million - $2.09 Million	9,353 Added 4.19%	232,460 $49.1 Million
Q1 2023 Apr 06, 2023	BUY	$134.8 - $199.78 $1.2 Million - $1.77 Million	8,878 Added 4.14%	223,107 $44.6 Million
Q4 2022 Jan 04, 2023	SELL	$128.21 - $165.27 $5.79 Million - $7.46 Million	-45,145 Reduced 17.41%	214,229 $28.4 Million
Q3 2022 Oct 17, 2022	SELL	$143.84 - $191.27 $252,151 - $335,296	-1,753 Reduced 0.67%	259,374 $37.3 Million
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $2.24 Million - $3.16 Million	-14,425 Reduced 5.23%	261,127 $43.1 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $1.14 Million - $1.53 Million	5,973 Added 2.22%	275,552 $58.5 Million
Q4 2021 Mar 08, 2022	BUY	$247.21 - $309.96 $1.23 Million - $1.54 Million	4,975 Added 1.88%	269,579 $68.5 Million
Q3 2021 Oct 15, 2021	BUY	$237.55 - $285.63 $650,887 - $782,626	2,740 Added 1.05%	264,604 $71.8 Million
Q2 2021 Jul 19, 2021	BUY	$210.54 - $246.26 $1.66 Million - $1.95 Million	7,904 Added 3.11%	261,864 $64 Million
Q1 2021 Apr 19, 2021	BUY	$205.33 - $248.59 $7.75 Million - $9.38 Million	37,743 Added 17.46%	253,960 $53.8 Million
Q4 2020 Jan 20, 2021	BUY	$220.15 - $267.07 $3.05 Million - $3.7 Million	13,860 Added 6.85%	216,217 $48.1 Million
Q3 2020 Oct 20, 2020	BUY	$185.51 - $281.25 $1.08 Million - $1.64 Million	5,822 Added 2.96%	202,357 $50.9 Million
Q2 2020 Aug 03, 2020	BUY	$134.06 - $191.65 $9.33 Million - $13.3 Million	69,591 Added 54.82%	196,535 $36.8 Million
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $15.6 Million - $24.3 Million	125,580 Added 9206.74%	126,944 $18.3 Million
Q3 2019 Nov 04, 2019	BUY	$139.72 - $159.97 $139,999 - $160,289	1,002 Added 276.8%	1,364 $202,000
Q2 2019 Jul 24, 2019	BUY	$145.1 - $165.96 $290 - $331	2 Added 0.56%	362 $55,000
Q1 2019 Apr 23, 2019	BUY	$130.4 - $166.95 $23,472 - $30,050	180 Added 100.0%	360 $0
Q1 2018 Apr 25, 2018	BUY	$104.03 - $127.99 $5,409 - $6,655	52 Added 40.63%	180 $21,000
Q4 2017 Jan 19, 2018	BUY	$93.94 - $108.8 $12,024 - $13,926	128	128 $13,000

Others Institutions Holding CRM

# of Institutions

2,921

Shares Held

750M

Call Options Held

15.6M

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 $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...

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