Callahan Advisors, LLC Salesforce, Inc. Transaction History

Callahan Advisors, LLC

$986 Million
Q3 2024

A detailed history of Callahan Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Callahan Advisors, LLC holds 29,989 shares of CRM stock, worth $10.3 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

29,989

Previous 28,080 6.8%

Holding current value

$10.3 Million

Previous $7.22 Million 13.7%

% of portfolio

0.83%

Previous 0.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$238.42 - $276.53 $455,143 - $527,895	1,909 Added 6.8%	29,989 $8.21 Million
Q2 2024 Jul 29, 2024	BUY	$218.01 - $304.74 $989,329 - $1.38 Million	4,538 Added 19.28%	28,080 $7.22 Million
Q1 2024 Apr 24, 2024	BUY	$251.12 - $316.88 $884,193 - $1.12 Million	3,521 Added 17.59%	23,542 $7.09 Million
Q4 2023 Jan 24, 2024	BUY	$196.25 - $267.25 $1.14 Million - $1.56 Million	5,828 Added 41.06%	20,021 $5.27 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $615,367 - $712,250	3,039 Added 27.25%	14,193 $2.88 Million
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $323,001 - $381,979	1,710 Added 18.11%	11,154 $2.36 Million
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $674 - $998	-5 Reduced 0.05%	9,444 $1.89 Million
Q4 2022 Feb 03, 2023	BUY	$128.21 - $165.27 $18,846 - $24,294	147 Added 1.58%	9,449 $1.25 Million
Q3 2022 Oct 27, 2022	SELL	$143.84 - $191.27 $384,772 - $511,647	-2,675 Reduced 22.33%	9,302 $1.34 Million
Q2 2022 Jul 29, 2022	SELL	$155.6 - $218.85 $476,602 - $670,337	-3,063 Reduced 20.37%	11,977 $1.98 Million
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $73,548 - $98,607	386 Added 2.63%	15,040 $3.19 Million
Q4 2021 Feb 08, 2022	BUY	$247.21 - $309.96 $297,393 - $372,881	1,203 Added 8.94%	14,654 $3.72 Million
Q3 2021 Nov 03, 2021	BUY	$237.55 - $285.63 $214,032 - $257,352	901 Added 7.18%	13,451 $3.65 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $857,318 - $1 Million	4,072 Added 48.03%	12,550 $3.07 Million
Q1 2021 Apr 21, 2021	BUY	$205.33 - $248.59 $966,488 - $1.17 Million	4,707 Added 124.82%	8,478 $1.8 Million
Q4 2020 Jan 20, 2021	BUY	$220.15 - $267.07 $830,185 - $1.01 Million	3,771 New	3,771 $839,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $344B
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

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Callahan Advisors, LLC Salesforce, Inc. Transaction History