D.A. Davidson & Co. Salesforce, Inc. Transaction History

D.A. Davidson & Co.

$12 Billion
Q3 2024

A detailed history of D.A. Davidson & Co. transactions in Salesforce, Inc. stock. As of the latest transaction made, D.A. Davidson & Co. holds 59,292 shares of CRM stock, worth $20.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

59,292

Previous 65,733 9.8%

Holding current value

$20.4 Million

Previous $16.9 Million 3.97%

% of portfolio

0.14%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $1.54 Million - $1.78 Million	-6,441 Reduced 9.8%	59,292 $16.2 Million
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $293,659 - $410,484	1,347 Added 2.09%	65,733 $16.9 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $131,838 - $166,362	525 Added 0.82%	64,386 $19.4 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $1.79 Million - $2.44 Million	9,129 Added 16.68%	63,861 $16.8 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $862,202 - $997,947	4,258 Added 8.44%	54,732 $11.1 Million
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $593,303 - $701,636	3,141 Added 6.64%	50,474 $10.7 Million
Q1 2023 Apr 25, 2023	BUY	$134.8 - $199.78 $1.05 Million - $1.56 Million	7,800 Added 19.73%	47,333 $9.46 Million
Q4 2022 Feb 03, 2023	BUY	$128.21 - $165.27 $555,021 - $715,453	4,329 Added 12.3%	39,533 $5.24 Million
Q3 2022 Nov 07, 2022	BUY	$143.84 - $191.27 $594,490 - $790,518	4,133 Added 13.3%	35,204 $5.06 Million
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $391,334 - $550,407	2,515 Added 8.81%	31,071 $5.13 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $23,055 - $30,910	-121 Reduced 0.42%	28,556 $6.06 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $1.35 Million - $1.69 Million	5,463 Added 23.53%	28,677 $7.29 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $233,986 - $281,345	985 Added 4.43%	23,214 $6.3 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $282,123 - $329,988	1,340 Added 6.41%	22,229 $5.43 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $961,971 - $1.16 Million	4,685 Added 28.91%	20,889 $4.43 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $493,796 - $599,038	2,243 Added 16.07%	16,204 $3.61 Million
Q3 2020 Nov 02, 2020	BUY	$185.51 - $281.25 $263,053 - $398,812	1,418 Added 11.31%	13,961 $3.51 Million
Q2 2020 Aug 10, 2020	SELL	$134.06 - $191.65 $315,845 - $451,527	-2,356 Reduced 15.81%	12,543 $2.35 Million
Q1 2020 May 05, 2020	BUY	$124.3 - $193.36 $16,531 - $25,716	133 Added 0.9%	14,899 $2.15 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $211,787 - $245,490	1,488 Added 11.21%	14,766 $2.4 Million
Q3 2019 Nov 05, 2019	BUY	$139.72 - $159.97 $513,750 - $588,209	3,677 Added 38.3%	13,278 $1.97 Million
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $262,921 - $300,719	-1,812 Reduced 15.88%	9,601 $1.46 Million
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $196,382 - $251,426	1,506 Added 15.2%	11,413 $1.79 Million
Q4 2018 Jan 29, 2019	BUY	$120.67 - $159.86 $73,367 - $97,194	608 Added 6.54%	9,907 $1.36 Million
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $70,632 - $82,621	515 Added 5.86%	9,299 $1.48 Million
Q2 2018 Aug 02, 2018	BUY	$115.3 - $139.8 $31,476 - $38,165	273 Added 3.21%	8,784 $1.2 Million
Q1 2018 May 04, 2018	BUY	$104.03 - $127.99 $24,134 - $29,693	232 Added 2.8%	8,511 $990,000
Q4 2017 Feb 08, 2018	BUY	$93.94 - $108.8 $12,400 - $14,361	132 Added 1.62%	8,279 $846,000
Q3 2017 Nov 08, 2017	BUY	$87.63 - $97.71 $117,424 - $130,931	1,340 Added 19.69%	8,147 $761,000
Q2 2017 Aug 11, 2017	BUY	N/A	6,807	6,807 $0

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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