Davidson Investment Advisors Salesforce, Inc. Transaction History

Davidson Investment Advisors

$2.04 Billion
Q3 2024

A detailed history of Davidson Investment Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Davidson Investment Advisors holds 81,993 shares of CRM stock, worth $26.7 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

81,993

Previous 78,321 4.69%

Holding current value

$26.7 Million

Previous $20.1 Million 11.45%

% of portfolio

1.1%

Previous 1.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $875,478 - $1.02 Million	3,672 Added 4.69%	81,993 $22.4 Million
Q2 2024 Jul 31, 2024	SELL	$218.01 - $304.74 $4.94 Million - $6.91 Million	-22,674 Reduced 22.45%	78,321 $20.1 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $89,649 - $113,126	357 Added 0.35%	100,995 $30.4 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $322,046 - $438,557	1,641 Added 1.66%	100,638 $26.5 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $276,398 - $319,915	1,365 Added 1.4%	98,997 $20.1 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $72,155 - $85,331	-382 Reduced 0.39%	97,632 $20.6 Million
Q1 2023 Aug 22, 2023	BUY	$134.8 - $199.78 $51,493 - $76,315	382 Added 0.39%	98,014 $19.6 Million
Q1 2023 May 02, 2023	BUY	$134.8 - $199.78 $1.74 Million - $2.57 Million	12,873 Added 15.12%	98,014 $19.6 Million
Q4 2022 Feb 02, 2023	BUY	$128.21 - $165.27 $100,388 - $129,406	783 Added 0.93%	85,141 $11.3 Million
Q3 2022 Nov 07, 2022	BUY	$143.84 - $191.27 $480,425 - $638,841	3,340 Added 4.12%	84,358 $12.1 Million
Q2 2022 Jul 27, 2022	BUY	$155.6 - $218.85 $2.21 Million - $3.11 Million	14,210 Added 21.27%	81,018 $13.4 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $245,034 - $328,521	1,286 Added 1.96%	66,808 $14.2 Million
Q4 2021 Jan 28, 2022	SELL	$247.21 - $309.96 $48,700 - $61,062	-197 Reduced 0.3%	65,522 $16.7 Million
Q3 2021 Nov 03, 2021	BUY	$237.55 - $285.63 $550,403 - $661,804	2,317 Added 3.65%	65,719 $17.8 Million
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $100,006 - $116,973	-475 Reduced 0.74%	63,402 $15.5 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $575,745 - $697,046	2,804 Added 4.59%	63,877 $13.5 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $2.3 Million - $2.79 Million	10,443 Added 20.63%	61,073 $13.6 Million
Q3 2020 Nov 02, 2020	SELL	$185.51 - $281.25 $83,479 - $126,562	-450 Reduced 0.88%	50,630 $12.7 Million
Q2 2020 Aug 10, 2020	SELL	$134.06 - $191.65 $220,394 - $315,072	-1,644 Reduced 3.12%	51,080 $9.57 Million
Q1 2020 May 07, 2020	SELL	$124.3 - $193.36 $313,608 - $487,847	-2,523 Reduced 4.57%	52,724 $7.59 Million
Q4 2019 Feb 14, 2020	SELL	$142.33 - $164.98 $126,389 - $146,502	-888 Reduced 1.58%	55,247 $8.99 Million
Q3 2019 Nov 06, 2019	BUY	$139.72 - $159.97 $7.84 Million - $8.98 Million	56,135 New	56,135 $8.33 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $326B
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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Davidson Investment Advisors Salesforce, Inc. Transaction History