Creative Planning Salesforce, Inc. Call Options Transaction History

Creative Planning

$101 Billion
Q3 2024

Call Options

18 transactions

Quarter	Operation	Price Per call	calls change	calls Held
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $8.81 Million - $11.1 Million	-35,100 Reduced 50.07%	35,000 $10.5 Million
Q3 2023 Nov 16, 2023	SELL	$202.49 - $234.37 $20,249 - $23,437	-100 Reduced 0.14%	70,100 $14.2 Million
Q2 2023 Jul 21, 2023	BUY	$188.89 - $223.38 $18,889 - $22,338	100 Added 0.14%	70,200 $14.8 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $67,400 - $99,890	-500 Reduced 0.71%	70,100 $14 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $9 Million - $11.6 Million	70,200 Added 17550.0%	70,600 $9.36 Million
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $43,152 - $57,381	300 Added 300.0%	400 $10,000
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $628,782 - $843,018	-3,300 Reduced 97.06%	100 $3,000
Q1 2021 Apr 30, 2021	SELL	$205.33 - $248.59 $4.89 Million - $5.92 Million	-23,800 Reduced 87.5%	3,400 $42,000
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $5.59 Million - $6.78 Million	25,400 Added 1411.11%	27,200 $622,000
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $18,551 - $28,125	100 Added 5.88%	1,800 $115,000
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $111,870 - $174,024	900 Added 112.5%	1,700 $19,000
Q4 2019 Jan 30, 2020	SELL	$142.33 - $164.98 $14,233 - $16,498	-100 Reduced 11.11%	800 $14,000
Q3 2019 Nov 01, 2019	SELL	$139.72 - $159.97 $181,636 - $207,961	-1,300 Reduced 59.09%	900 $16,000
Q2 2019 Jul 26, 2019	SELL	$145.1 - $165.96 $449,810 - $514,476	-3,100 Reduced 58.49%	2,200 $21,000
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $443,360 - $567,630	3,400 Added 178.95%	5,300 $128,000
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $144,804 - $191,832	1,200 Added 171.43%	1,900 $18,000
Q3 2018 Oct 25, 2018	BUY	$137.15 - $160.43 $82,290 - $96,258	600 Added 600.0%	700 $10,000
Q2 2018 Jul 20, 2018	BUY	$115.3 - $139.8 $11,530 - $13,980	100 New	100 $2,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.5 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.8 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.33 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.77 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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