Creative Planning Salesforce, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Salesforce, Inc. stock. As of the latest transaction made, Creative Planning holds 233,743 shares of CRM stock, worth $80.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

233,743

Previous 216,393 8.02%

Holding current value

$80.5 Million

Previous $55.6 Million 15.0%

% of portfolio

0.06%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$238.42 - $276.53 $4.14 Million - $4.8 Million	17,350 Added 8.02%	233,743 $64 Million
Q2 2024 Aug 15, 2024	BUY	$218.01 - $304.74 $553,527 - $773,734	2,539 Added 1.19%	216,393 $55.6 Million
Q1 2024 May 10, 2024	BUY	$251.12 - $316.88 $3.09 Million - $3.89 Million	12,285 Added 6.09%	213,854 $64.4 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $11.4 Million - $15.5 Million	-57,969 Reduced 22.34%	201,569 $53 Million
Q3 2023 Nov 16, 2023	BUY	$202.49 - $234.37 $11.5 Million - $13.4 Million	57,037 Added 28.17%	259,538 $52.6 Million
Q2 2023 Jul 21, 2023	SELL	$188.89 - $223.38 $882,305 - $1.04 Million	-4,671 Reduced 2.25%	202,501 $42.8 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $408,983 - $606,132	3,034 Added 1.49%	207,172 $41.4 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $2.32 Million - $2.99 Million	18,062 Added 9.71%	204,138 $27.1 Million
Q3 2022 Nov 03, 2022	SELL	$143.84 - $191.27 $4.76 Million - $6.33 Million	-33,073 Reduced 15.09%	186,076 $26.8 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $3.2 Million - $4.5 Million	20,541 Added 10.34%	219,149 $36.2 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $16.8 Million - $22.6 Million	88,383 Added 80.18%	198,608 $42.2 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $651,151 - $816,434	2,634 Added 2.45%	110,225 $28 Million
Q3 2021 Nov 10, 2021	SELL	$237.55 - $285.63 $564,656 - $678,942	-2,377 Reduced 2.16%	107,591 $29.2 Million
Q2 2021 Aug 04, 2021	SELL	$210.54 - $246.26 $4.82 Million - $5.63 Million	-22,871 Reduced 17.22%	109,968 $26.9 Million
Q1 2021 Apr 30, 2021	BUY	$205.33 - $248.59 $1.39 Million - $1.68 Million	6,767 Added 5.37%	132,839 $28.1 Million
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $8.11 Million - $9.84 Million	36,827 Added 41.27%	126,072 $28.1 Million
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $1.79 Million - $2.71 Million	-9,653 Reduced 9.76%	89,245 $22.4 Million
Q2 2020 Jul 23, 2020	SELL	$134.06 - $191.65 $133,523 - $190,883	-996 Reduced 1.0%	98,898 $18.5 Million
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $478,803 - $744,822	3,852 Added 4.01%	99,894 $14.4 Million
Q4 2019 Jan 30, 2020	BUY	$142.33 - $164.98 $154,997 - $179,663	1,089 Added 1.15%	96,042 $15.6 Million
Q3 2019 Nov 01, 2019	BUY	$139.72 - $159.97 $2.7 Million - $3.09 Million	19,340 Added 25.58%	94,953 $14.1 Million
Q2 2019 Jul 26, 2019	BUY	$145.1 - $165.96 $897,153 - $1.03 Million	6,183 Added 8.91%	75,613 $11.5 Million
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $62,983 - $80,636	483 Added 0.7%	69,430 $11 Million
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $1.76 Million - $2.34 Million	14,618 Added 26.91%	68,947 $9.44 Million
Q3 2018 Oct 25, 2018	BUY	$137.15 - $160.43 $302,004 - $353,266	2,202 Added 4.22%	54,329 $8.64 Million
Q2 2018 Jul 20, 2018	BUY	$115.3 - $139.8 $120,373 - $145,951	1,044 Added 2.04%	52,127 $7.11 Million
Q1 2018 Apr 18, 2018	BUY	$104.03 - $127.99 $737,468 - $907,321	7,089 Added 16.11%	51,083 $5.94 Million
Q4 2017 Jan 17, 2018	SELL	$93.94 - $108.8 $887,075 - $1.03 Million	-9,443 Reduced 17.67%	43,994 $4.5 Million
Q3 2017 Oct 17, 2017	BUY	$87.63 - $97.71 $4.68 Million - $5.22 Million	53,437	53,437 $4.99 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...

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Creative Planning Salesforce, Inc. Transaction History