Chesley Taft & Associates LLC Salesforce, Inc. Transaction History

Chesley Taft & Associates LLC

$2.08 Billion
Q3 2024

A detailed history of Chesley Taft & Associates LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 47,427 shares of CRM stock, worth $15.7 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

47,427

Previous 47,763 0.7%

Holding current value

$15.7 Million

Previous $12.3 Million 5.72%

% of portfolio

0.62%

Previous 0.62%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$238.42 - $276.53 $80,109 - $92,914	-336 Reduced 0.7%	47,427 $13 Million
Q2 2024 Jul 19, 2024	SELL	$218.01 - $304.74 $156,095 - $218,193	-716 Reduced 1.48%	47,763 $12.3 Million
Q1 2024 Apr 15, 2024	SELL	$251.12 - $316.88 $260,411 - $328,604	-1,037 Reduced 2.09%	48,479 $14.6 Million
Q4 2023 Jan 11, 2024	SELL	$196.25 - $267.25 $73,201 - $99,684	-373 Reduced 0.75%	49,516 $13 Million
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $79,578 - $92,107	-393 Reduced 0.78%	49,889 $10.1 Million
Q2 2023 Jul 17, 2023	BUY	$188.89 - $223.38 $39,100 - $46,239	207 Added 0.41%	50,282 $10.6 Million
Q1 2023 Apr 11, 2023	BUY	$134.8 - $199.78 $21,837 - $32,364	162 Added 0.32%	50,075 $10 Million
Q4 2022 Jan 19, 2023	SELL	$128.21 - $165.27 $71,156 - $91,724	-555 Reduced 1.1%	49,913 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $65,591 - $87,219	456 Added 0.91%	50,468 $7.26 Million
Q2 2022 Jul 07, 2022	SELL	$155.6 - $218.85 $29,252 - $41,143	-188 Reduced 0.37%	50,012 $8.25 Million
Q1 2022 Apr 14, 2022	SELL	$190.54 - $255.46 $209,594 - $281,006	-1,100 Reduced 2.14%	50,200 $9.78 Million
Q4 2021 Jan 05, 2022	BUY	$247.21 - $309.96 $361,421 - $453,161	1,462 Added 2.93%	51,300 $13 Million
Q3 2021 Oct 05, 2021	BUY	$237.55 - $285.63 $35,632 - $42,844	150 Added 0.3%	49,838 $13.5 Million
Q2 2021 Jul 07, 2021	SELL	$210.54 - $246.26 $40,002 - $46,789	-190 Reduced 0.38%	49,688 $12.1 Million
Q1 2021 Apr 06, 2021	SELL	$205.33 - $248.59 $37,986 - $45,989	-185 Reduced 0.37%	49,878 $11 Million
Q4 2020 Jan 11, 2021	SELL	$220.15 - $267.07 $164,231 - $199,234	-746 Reduced 1.47%	50,063 $11.1 Million
Q3 2020 Oct 08, 2020	SELL	$185.51 - $281.25 $808,823 - $1.23 Million	-4,360 Reduced 7.9%	50,809 $12.8 Million
Q2 2020 Jul 08, 2020	BUY	$134.06 - $191.65 $107,784 - $154,086	804 Added 1.48%	55,169 $10.3 Million
Q1 2020 Apr 15, 2020	SELL	$124.3 - $193.36 $60,161 - $93,586	-484 Reduced 0.88%	54,365 $7.83 Million
Q4 2019 Jan 10, 2020	SELL	$142.33 - $164.98 $474,385 - $549,878	-3,333 Reduced 5.73%	54,849 $8.92 Million
Q3 2019 Oct 07, 2019	SELL	$139.72 - $159.97 $7,964 - $9,118	-57 Reduced 0.1%	58,182 $8.64 Million
Q2 2019 Jul 10, 2019	BUY	$145.1 - $165.96 $3,627 - $4,149	25 Added 0.04%	58,239 $8.84 Million
Q1 2019 Apr 05, 2019	SELL	$130.4 - $166.95 $670,125 - $857,956	-5,139 Reduced 8.11%	58,214 $9.22 Million
Q4 2018 Jan 07, 2019	SELL	$120.67 - $159.86 $190,055 - $251,779	-1,575 Reduced 2.43%	63,353 $8.68 Million
Q3 2018 Oct 12, 2018	BUY	$137.15 - $160.43 $45,122 - $52,781	329 Added 0.51%	64,928 $10.3 Million
Q2 2018 Jul 12, 2018	BUY	$115.3 - $139.8 $5,534 - $6,710	48 Added 0.07%	64,599 $8.81 Million
Q1 2018 Apr 11, 2018	SELL	$104.03 - $127.99 $626,572 - $770,883	-6,023 Reduced 8.53%	64,551 $7.51 Million
Q4 2017 Jan 10, 2018	SELL	$93.94 - $108.8 $98,824 - $114,457	-1,052 Reduced 1.47%	70,574 $7.22 Million
Q3 2017 Oct 13, 2017	BUY	$87.63 - $97.71 $6.28 Million - $7 Million	71,626	71,626 $6.69 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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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Chesley Taft & Associates LLC Salesforce, Inc. Transaction History