Commonwealth Equity Services, LLC Salesforce, Inc. Transaction History

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

A detailed history of Commonwealth Equity Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 317,898 shares of CRM stock, worth $109 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

317,898

Previous 320,341 0.76%

Holding current value

$109 Million

Previous $82.4 Million 5.65%

% of portfolio

0.13%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$238.42 - $276.53 $582,460 - $675,562	-2,443 Reduced 0.76%	317,898 $87 Million
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $2.23 Million - $3.12 Million	10,235 Added 3.3%	320,341 $82.4 Million
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $3.95 Million - $4.99 Million	15,747 Added 5.35%	310,106 $93.4 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $4.27 Million - $5.81 Million	21,741 Added 7.97%	294,359 $77.5 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $1.31 Million - $1.52 Million	6,470 Added 2.43%	272,618 $55.3 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $244,801 - $289,500	-1,296 Reduced 0.48%	266,148 $56.2 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $472,069 - $699,629	3,502 Added 1.33%	267,444 $53.4 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $5.23 Million - $6.74 Million	-40,795 Reduced 13.39%	263,942 $35 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $3.09 Million - $4.1 Million	21,457 Added 7.57%	304,737 $43.8 Million
Q2 2022 Jul 19, 2022	SELL	$155.6 - $218.85 $6.51 Million - $9.16 Million	-41,845 Reduced 12.87%	283,280 $46.8 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $8.06 Million - $10.8 Million	42,323 Added 14.97%	325,125 $69 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $5.87 Million - $7.35 Million	23,726 Added 9.16%	282,802 $71.9 Million
Q3 2021 Oct 29, 2021	BUY	$237.55 - $285.63 $5.01 Million - $6.03 Million	21,104 Added 8.87%	259,076 $70.3 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $978,168 - $1.14 Million	4,646 Added 1.99%	237,972 $58.1 Million
Q1 2021 May 04, 2021	BUY	$205.33 - $248.59 $4.59 Million - $5.56 Million	22,351 Added 10.59%	233,326 $49.4 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $6.47 Million - $7.85 Million	29,390 Added 16.19%	210,975 $46.9 Million
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $63,073 - $95,625	340 Added 0.19%	181,585 $45.6 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $2.75 Million - $3.93 Million	20,498 Added 12.75%	181,245 $34 Million
Q1 2020 May 11, 2020	SELL	$124.3 - $193.36 $509,132 - $792,002	-4,096 Reduced 2.48%	160,747 $23.1 Million
Q4 2019 Feb 05, 2020	BUY	$142.33 - $164.98 $2.41 Million - $2.79 Million	16,922 Added 11.44%	164,843 $26.8 Million
Q3 2019 Oct 30, 2019	BUY	$139.72 - $159.97 $2.79 Million - $3.19 Million	19,941 Added 15.58%	147,921 $22 Million
Q2 2019 Jul 19, 2019	BUY	$145.1 - $165.96 $857,105 - $980,325	5,907 Added 4.84%	127,980 $19.4 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $712,766 - $912,548	5,466 Added 4.69%	122,073 $19.3 Million
Q4 2018 Feb 11, 2019	BUY	$120.67 - $159.86 $4.16 Million - $5.51 Million	34,474 Added 41.97%	116,607 $16 Million
Q3 2018 Nov 06, 2018	BUY	$137.15 - $160.43 $1.2 Million - $1.41 Million	8,775 Added 11.96%	82,133 $13.1 Million
Q2 2018 Jul 31, 2018	BUY	$115.3 - $139.8 $578,575 - $701,516	5,018 Added 7.34%	73,358 $10 Million
Q1 2018 May 14, 2018	BUY	$104.03 - $127.99 $704,387 - $866,620	6,771 Added 11.0%	68,340 $7.95 Million
Q4 2017 Feb 12, 2018	BUY	$93.94 - $108.8 $5.78 Million - $6.7 Million	61,569	61,569 $6.29 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 Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Account

Commonwealth Equity Services, LLC Salesforce, Inc. Transaction History