Cooper Financial Group Salesforce, Inc. Transaction History

Cooper Financial Group

$752 Million
Q3 2024

A detailed history of Cooper Financial Group transactions in Salesforce, Inc. stock. As of the latest transaction made, Cooper Financial Group holds 6,311 shares of CRM stock, worth $2.09 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,311

Previous 6,145 2.7%

Holding current value

$2.09 Million

Previous $1.58 Million 9.37%

% of portfolio

0.23%

Previous 0.24%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $39,577 - $45,903	166 Added 2.7%	6,311 $1.73 Million
Q2 2024 Jul 15, 2024	SELL	$218.01 - $304.74 $86,767 - $121,286	-398 Reduced 6.08%	6,145 $1.58 Million
Q1 2024 Apr 11, 2024	BUY	$251.12 - $316.88 $126,313 - $159,390	503 Added 8.33%	6,543 $1.97 Million
Q4 2023 Jan 16, 2024	BUY	$196.25 - $267.25 $259,442 - $353,304	1,322 Added 28.02%	6,040 $1.59 Million
Q3 2023 Oct 13, 2023	SELL	$202.49 - $234.37 $41,510 - $48,045	-205 Reduced 4.16%	4,718 $956,000
Q2 2023 Jul 07, 2023	BUY	$188.89 - $223.38 $139,023 - $164,407	736 Added 17.58%	4,923 $1.04 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $102,987 - $152,631	764 Added 22.32%	4,187 $836,000
Q4 2022 Jan 13, 2023	BUY	$128.21 - $165.27 $27,949 - $36,028	218 Added 6.8%	3,423 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $27,473 - $36,532	191 Added 6.34%	3,205 $461,000
Q2 2022 Jul 11, 2022	BUY	$155.6 - $218.85 $125,880 - $177,049	809 Added 36.69%	3,014 $497,000
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $45,157 - $60,544	237 Added 12.04%	2,205 $468,000
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $132,751 - $166,448	-537 Reduced 21.44%	1,968 $500,000
Q3 2021 Oct 06, 2021	BUY	$237.55 - $285.63 $31,356 - $37,703	132 Added 5.56%	2,505 $679,000
Q2 2021 Jul 12, 2021	SELL	$210.54 - $246.26 $28,422 - $33,245	-135 Reduced 5.38%	2,373 $580,000
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $272,062 - $329,381	-1,325 Reduced 34.57%	2,508 $531,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $528,800 - $641,502	2,402 Added 167.85%	3,833 $853,000
Q3 2020 Oct 09, 2020	BUY	$185.51 - $281.25 $31,165 - $47,250	168 Added 13.3%	1,431 $360,000
Q2 2020 Jul 15, 2020	SELL	$134.06 - $191.65 $64,348 - $91,992	-480 Reduced 27.54%	1,263 $237,000
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $21,131 - $32,871	170 Added 10.81%	1,743 $251,000
Q4 2019 Jan 07, 2020	SELL	$142.33 - $164.98 $26,900 - $31,181	-189 Reduced 10.73%	1,573 $256,000
Q3 2019 Oct 08, 2019	BUY	$139.72 - $159.97 $246,186 - $281,867	1,762 New	1,762 $262,000

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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 Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.

Account

Cooper Financial Group Salesforce, Inc. Transaction History