Cibc Private Wealth Group, LLC Salesforce, Inc. Transaction History

Cibc Private Wealth Group, LLC

$53.9 Billion
Q3 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 1,933,386 shares of CRM stock, worth $666 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

1,933,386

Previous 1,937,387 0.21%

Holding current value

$666 Million

Previous $498 Million 6.24%

% of portfolio

0.98%

Previous 0.97%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $953,918 - $1.11 Million	-4,001 Reduced 0.21%	1,933,386 $529 Million
Q2 2024 Aug 09, 2024	BUY	$218.01 - $304.74 $58 Million - $81.1 Million	265,977 Added 15.91%	1,937,387 $498 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $9.53 Million - $12 Million	-37,958 Reduced 2.22%	1,671,410 $503 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $335 Million - $457 Million	1,709,368 New	1,709,368 $450 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $403 Million - $467 Million	1,992,274 New	1,992,274 $404 Million
Q2 2023 Nov 21, 2023	BUY	$188.89 - $223.38 $385 Million - $455 Million	2,035,856 New	2,035,856 $430 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $6.5 Million - $7.68 Million	-34,387 Reduced 1.66%	2,035,856 $430 Million
Q1 2023 Nov 21, 2023	BUY	$134.8 - $199.78 $279 Million - $414 Million	2,070,243 New	2,070,243 $414 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $276 Million - $409 Million	2,045,373 Added 8224.26%	2,070,243 $414 Million
Q4 2022 Jun 01, 2023	SELL	$128.21 - $165.27 $28.9 Million - $37.3 Million	-225,565 Reduced 10.9%	1,844,678 $245 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $257 Million - $331 Million	-2,005,408 Reduced 98.78%	24,870 $3.3 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $678,349 - $902,029	4,716 Added 0.23%	2,030,278 $292 Million
Q2 2022 Aug 03, 2022	SELL	$155.6 - $218.85 $3.27 Million - $4.6 Million	-21,010 Reduced 1.03%	2,025,562 $334 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $42.5 Million - $57 Million	223,056 Added 12.23%	2,046,572 $435 Million
Q4 2021 Feb 08, 2022	BUY	$247.21 - $309.96 $3.96 Million - $4.96 Million	16,006 Added 0.89%	1,823,516 $463 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $67.6 Million - $81.3 Million	284,535 Added 18.68%	1,807,510 $490 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $52.2 Million - $61 Million	247,867 Added 19.44%	1,522,975 $372 Million
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $54.6 Million - $66.1 Million	265,971 Added 26.36%	1,275,108 $270 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $4.2 Million - $5.09 Million	19,069 Added 1.93%	1,009,137 $225 Million
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $183 Million - $277 Million	983,868 Added 15868.84%	990,068 $248 Million
Q3 2020 Oct 29, 2020	SELL	$185.51 - $281.25 $149 Million - $226 Million	-804,291 Reduced 99.24%	6,200 $1.56 Million
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $740,547 - $1.06 Million	-5,524 Reduced 0.68%	810,491 $152 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $91.1 Million - $142 Million	732,956 Added 882.45%	816,015 $117 Million
Q4 2019 Jan 30, 2020	BUY	$142.33 - $164.98 $3.06 Million - $3.54 Million	21,468 Added 34.86%	83,059 $13.5 Million
Q3 2019 Oct 16, 2019	SELL	$139.72 - $159.97 $42.7 Million - $48.9 Million	-305,649 Reduced 83.23%	61,591 $9.14 Million
Q2 2019 Jul 31, 2019	SELL	$145.1 - $165.96 $35.6 Million - $40.7 Million	-245,311 Reduced 40.05%	367,240 $55.7 Million
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $14.2 Million - $18.1 Million	108,613 Added 21.55%	612,551 $97 Million
Q4 2018 Feb 05, 2019	BUY	$120.67 - $159.86 $93,519 - $123,891	775 Added 0.15%	503,938 $69 Million
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $351,789 - $411,502	-2,565 Reduced 0.51%	503,163 $80 Million
Q2 2018 Aug 02, 2018	BUY	$115.3 - $139.8 $1.92 Million - $2.32 Million	16,622 Added 3.4%	505,728 $69 Million
Q1 2018 May 17, 2018	BUY	$104.03 - $127.99 $17.5 Million - $21.5 Million	168,160 Added 52.4%	489,106 $56.9 Million
Q4 2017 Feb 12, 2018	SELL	$93.94 - $108.8 $113,667 - $131,648	-1,210 Reduced 0.38%	320,946 $32.8 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $28.2 Million - $31.5 Million	322,156	322,156 $30.1 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Account

Cibc Private Wealth Group, LLC Salesforce, Inc. Transaction History