Bouvel Investment Partners, LLC Salesforce, Inc. Transaction History

Bouvel Investment Partners, LLC

$254 Million
Q4 2024

A detailed history of Bouvel Investment Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bouvel Investment Partners, LLC holds 19,733 shares of CRM stock, worth $6.59 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

19,733

Previous 19,520 1.09%

Holding current value

$6.59 Million

Previous $5.34 Million 23.49%

% of portfolio

2.6%

Previous 2.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$270.87 - $367.87 $57,695 - $78,356	213 Added 1.09%	19,733 $6.6 Million
Q3 2024 Nov 05, 2024	BUY	$238.42 - $276.53 $22,411 - $25,993	94 Added 0.48%	19,520 $5.34 Million
Q2 2024 Jul 12, 2024	SELL	$218.01 - $304.74 $15,042 - $21,027	-69 Reduced 0.35%	19,426 $4.99 Million
Q1 2024 Apr 15, 2024	SELL	$251.12 - $316.88 $22,349 - $28,202	-89 Reduced 0.45%	19,495 $5.87 Million
Q4 2023 Jan 11, 2024	BUY	$196.25 - $267.25 $89,882 - $122,400	458 Added 2.39%	19,584 $5.15 Million
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $44,952 - $52,030	222 Added 1.17%	19,126 $3.88 Million
Q2 2023 Jul 14, 2023	BUY	$188.89 - $223.38 $92,178 - $109,009	488 Added 2.65%	18,904 $3.99 Million
Q1 2023 Apr 11, 2023	SELL	$134.8 - $199.78 $6,470 - $9,589	-48 Reduced 0.26%	18,416 $3.68 Million
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $9,487 - $12,229	-74 Reduced 0.4%	18,464 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $64,152 - $85,306	446 Added 2.47%	18,538 $2.67 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $8,558 - $12,036	55 Added 0.3%	18,092 $2.99 Million
Q1 2022 Apr 11, 2022	BUY	$190.54 - $255.46 $124,232 - $166,559	652 Added 3.75%	18,037 $3.83 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $8,157 - $10,228	33 Added 0.19%	17,385 $4.42 Million
Q3 2021 Oct 07, 2021	BUY	$237.55 - $285.63 $110,698 - $133,103	466 Added 2.76%	17,352 $4.71 Million
Q2 2021 Jul 12, 2021	BUY	$210.54 - $246.26 $122,744 - $143,569	583 Added 3.58%	16,886 $4.13 Million
Q1 2021 Apr 16, 2021	BUY	$205.33 - $248.59 $178,637 - $216,273	870 Added 5.64%	16,303 $3.45 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $33,022 - $40,060	150 Added 0.98%	15,433 $3.43 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $3.36 Million - $4.08 Million	15,283 New	15,283 $3.4 Million

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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Bouvel Investment Partners, LLC Salesforce, Inc. Transaction History