Broadleaf Partners, LLC Salesforce, Inc. Transaction History

Broadleaf Partners, LLC

$401 Million
Q2 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 15, 2021	SELL	$210.54 - $246.26 $5.38 Million - $6.29 Million	-25,558 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$205.33 - $248.59 $212,516 - $257,290	1,035 Added 4.22%	25,558 $5.42 Million
Q4 2020 Feb 24, 2021	BUY	$220.15 - $267.07 $977,686 - $1.19 Million	4,441 Added 22.11%	24,523 $5.46 Million
Q3 2020 Oct 23, 2020	SELL	$185.51 - $281.25 $22,632 - $34,312	-122 Reduced 0.6%	20,082 $5.05 Million
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $18,768 - $26,831	140 Added 0.7%	20,204 $3.79 Million
Q1 2020 May 05, 2020	SELL	$124.3 - $193.36 $21,503 - $33,451	-173 Reduced 0.85%	20,064 $2.89 Million
Q4 2019 Jan 31, 2020	SELL	$142.33 - $164.98 $893,120 - $1.04 Million	-6,275 Reduced 23.67%	20,237 $3.29 Million
Q3 2019 Oct 21, 2019	SELL	$139.72 - $159.97 $690,775 - $790,891	-4,944 Reduced 15.72%	26,512 $3.94 Million
Q2 2019 Jul 19, 2019	BUY	$145.1 - $165.96 $19,878 - $22,736	137 Added 0.44%	31,456 $4.77 Million
Q1 2019 Apr 10, 2019	SELL	$130.4 - $166.95 $14,735 - $18,865	-113 Reduced 0.36%	31,319 $4.96 Million
Q1 2019 Apr 09, 2019	SELL	$130.4 - $166.95 $26,732 - $34,224	-205 Reduced 0.65%	31,432 $5.14 Million
Q4 2018 Jan 15, 2019	SELL	$120.67 - $159.86 $55,025 - $72,896	-456 Reduced 1.42%	31,637 $4.33 Million
Q3 2018 Oct 12, 2018	SELL	$137.15 - $160.43 $72,826 - $85,188	-531 Reduced 1.63%	32,093 $5.1 Million
Q2 2018 Aug 07, 2018	SELL	$115.3 - $139.8 $3.76 Million - $4.56 Million	-32,624 Reduced 50.0%	32,624 $4.45 Million
Q2 2018 Jul 17, 2018	BUY	$115.3 - $139.8 $7.52 Million - $9.12 Million	65,248 New	65,248 $8.9 Million

Others Institutions Holding CRM

# of Institutions

2,913

Shares Held

749M

Call Options Held

15.7M

Put Options Held

16M

Vanguard Group Inc Valley Forge, PA

86.3M
Shares

$25.7 Billion
0.43% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$22.2 Billion
0.44% of portfolio
State Street Corp Boston, MA

48.1M
Shares

$14.3 Billion
0.55% of portfolio
Capital Research Global Investors Los Angeles, CA

24.2M
Shares

$7.2 Billion
1.4% of portfolio
Geode Capital Management, LLC Boston, MA

19.5M
Shares

$5.82 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $298B
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

Portfolio Update

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

News

Stay updated on Broadleaf Partners, LLC with notifications on news.

Account