Convergence Investment Partners, LLC Salesforce, Inc. Transaction History

Convergence Investment Partners, LLC

$350 Million
Q1 2025

A detailed history of Convergence Investment Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Convergence Investment Partners, LLC holds 1,292 shares of CRM stock, worth $346,540. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,292

Previous 1,611 19.8%

Holding current value

$346,540

Previous $538,000 35.69%

% of portfolio

0.1%

Previous 0.12%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$268.36 - $359.95 $85,606 - $114,824	-319 Reduced 19.8%	1,292 $346,000
Q4 2024 Jan 31, 2025	SELL	$270.87 - $367.87 $2,979 - $4,046	-11 Reduced 0.68%	1,611 $538,000
Q3 2024 Oct 29, 2024	SELL	$238.42 - $276.53 $10,728 - $12,443	-45 Reduced 2.7%	1,622 $443,000
Q2 2024 Aug 01, 2024	SELL	$218.01 - $304.74 $630,266 - $881,003	-2,891 Reduced 63.43%	1,667 $428,000
Q1 2024 May 03, 2024	BUY	$251.12 - $316.88 $317,917 - $401,170	1,266 Added 38.46%	4,558 $1.37 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $37,876 - $51,579	193 Added 6.23%	3,292 $866,000
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $13,971 - $16,171	69 Added 2.28%	3,099 $628,000
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $248,012 - $293,297	1,313 Added 76.47%	3,030 $640,000
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $231,451 - $343,022	1,717 New	1,717 $343,000
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $27,041 - $35,958	188 Added 12.78%	1,659 $239,000
Q2 2022 Aug 05, 2022	SELL	$155.6 - $218.85 $9,491 - $13,349	-61 Reduced 3.98%	1,471 $243,000
Q1 2022 Apr 26, 2022	SELL	$190.54 - $255.46 $14,290 - $19,159	-75 Reduced 4.67%	1,532 $325,000
Q4 2021 Jan 25, 2022	SELL	$247.21 - $309.96 $21,260 - $26,656	-86 Reduced 5.08%	1,607 $408,000
Q3 2021 Oct 25, 2021	SELL	$237.55 - $285.63 $6,413 - $7,712	-27 Reduced 1.57%	1,693 $459,000
Q2 2021 Jul 19, 2021	SELL	$210.54 - $246.26 $18,738 - $21,917	-89 Reduced 4.92%	1,720 $420,000
Q1 2021 Apr 30, 2021	SELL	$205.33 - $248.59 $6,981 - $8,452	-34 Reduced 1.84%	1,809 $383,000
Q4 2020 Feb 05, 2021	BUY	$220.15 - $267.07 $9,906 - $12,018	45 Added 2.5%	1,843 $410,000
Q3 2020 Oct 28, 2020	BUY	$185.51 - $281.25 $10,017 - $15,187	54 Added 3.1%	1,798 $452,000
Q2 2020 Jul 30, 2020	BUY	$134.06 - $191.65 $19,304 - $27,597	144 Added 9.0%	1,744 $327,000
Q1 2020 Apr 23, 2020	SELL	$124.3 - $193.36 $14,418 - $22,429	-116 Reduced 6.76%	1,600 $230,000
Q4 2019 Jan 22, 2020	SELL	$142.33 - $164.98 $1,565 - $1,814	-11 Reduced 0.64%	1,716 $279,000
Q3 2019 Oct 22, 2019	BUY	$139.72 - $159.97 $20,119 - $23,035	144 Added 9.1%	1,727 $256,000
Q2 2019 Jul 23, 2019	BUY	$145.1 - $165.96 $4,353 - $4,978	30 Added 1.93%	1,583 $240,000
Q1 2019 May 01, 2019	BUY	$130.4 - $166.95 $202,511 - $259,273	1,553 New	1,553 $246,000
Q2 2018 Aug 07, 2018	SELL	$115.3 - $139.8 $129,712 - $157,275	-1,125 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$104.03 - $127.99 $117,033 - $143,988	1,125 New	1,125 $131,000

Others Institutions Holding CRM

# of Institutions

3,356

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $268B
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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Convergence Investment Partners, LLC Salesforce, Inc. Transaction History