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 6,882 shares of CRM stock, worth $2.35 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,882
Previous 7,234 4.87%
Holding current value
$2.35 Million
Previous $1.86 Million 1.29%
% of portfolio
0.07%
Previous 0.08%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$238.42 - $276.53 $83,923 - $97,338
-352 Reduced 4.87%
6,882 $1.88 Million
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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