A detailed history of Convergence Investment Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Convergence Investment Partners, LLC holds 4,558 shares of CRM stock, worth $1.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,558
Previous 3,292 38.46%
Holding current value
$1.2 Million
Previous $866,000 58.55%
% of portfolio
0.53%
Previous 0.45%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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

Track Convergence Investment Partners, LLC Portfolio

Follow Convergence Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Investment Partners, LLC with notifications on news.