Chicago Partners Investment Group LLC Salesforce, Inc. Transaction History

Chicago Partners Investment Group LLC

$2.43 Billion
Q2 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 7,234 shares of CRM stock, worth $2.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,234

Previous 7,106 1.8%

Holding current value

$2.08 Million

Previous $2.14 Million 13.13%

% of portfolio

0.08%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $27,905 - $39,006	128 Added 1.8%	7,234 $1.86 Million
Q1 2024 Apr 25, 2024	SELL	$251.12 - $316.88 $13,560 - $17,111	-54 Reduced 0.75%	7,106 $2.14 Million
Q4 2023 Feb 23, 2024	BUY	$196.25 - $267.25 $18,643 - $25,388	95 Added 1.34%	7,160 $1.88 Million
Q3 2023 Oct 26, 2023	BUY	$202.49 - $234.37 $91,930 - $106,403	454 Added 6.87%	7,065 $1.43 Million
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $162,256 - $191,883	-859 Reduced 11.5%	6,611 $1.4 Million
Q1 2023 Apr 26, 2023	SELL	$134.8 - $199.78 $580,448 - $860,252	-4,306 Reduced 36.57%	7,470 $1.49 Million
Q4 2022 Feb 09, 2023	BUY	$128.21 - $165.27 $1,538 - $1,983	12 Added 0.1%	11,776 $1.56 Million
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $37,686 - $50,112	262 Added 2.28%	11,764 $1.7 Million
Q2 2022 Aug 04, 2022	BUY	$155.6 - $218.85 $49,325 - $69,375	317 Added 2.83%	11,502 $2.12 Million
Q1 2022 May 20, 2022	BUY	$190.54 - $255.46 $145,382 - $194,915	763 Added 7.32%	11,185 $1.76 Million
Q4 2021 Feb 15, 2022	BUY	$247.21 - $309.96 $54,138 - $67,881	219 Added 2.15%	10,422 $2.15 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $36,107 - $43,415	152 Added 1.51%	10,203 $2.77 Million
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $816,684 - $955,242	3,879 Added 62.85%	10,051 $2.49 Million
Q1 2021 Apr 28, 2021	BUY	$205.33 - $248.59 $583,958 - $706,989	2,844 Added 85.46%	6,172 $1.45 Million
Q4 2020 Jan 27, 2021	BUY	$220.15 - $267.07 $121,082 - $146,888	550 Added 19.8%	3,328 $751,000
Q3 2020 Nov 06, 2020	BUY	$185.51 - $281.25 $12,800 - $19,406	69 Added 2.55%	2,778 $659,000
Q2 2020 Jul 31, 2020	BUY	$134.06 - $191.65 $26,543 - $37,946	198 Added 7.89%	2,709 $517,000
Q1 2020 Apr 22, 2020	BUY	$124.3 - $193.36 $70,602 - $109,828	568 Added 29.23%	2,511 $408,000
Q4 2019 Jan 24, 2020	BUY	$142.33 - $164.98 $67,037 - $77,705	471 Added 32.0%	1,943 $355,000
Q3 2019 Oct 31, 2019	BUY	$139.72 - $159.97 $9,081 - $10,398	65 Added 4.62%	1,472 $218,000
Q2 2019 Jul 24, 2019	BUY	$145.1 - $165.96 $204,155 - $233,505	1,407 New	1,407 $222,000
Q4 2018 Jan 11, 2019	SELL	$120.67 - $159.86 $84,831 - $112,381	-703 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	$137.15 - $160.43 $48,002 - $56,150	350 Added 99.15%	703 $92,000
Q4 2017 Mar 28, 2018	BUY	$93.94 - $108.8 $9,863 - $11,424	105 Added 42.34%	353 $0
Q3 2017 Nov 22, 2017	BUY	$87.63 - $97.71 $21,732 - $24,232	248	248 $0

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

15.7M

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 $288B
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 Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Account

Chicago Partners Investment Group LLC Salesforce, Inc. Transaction History