Delta Investment Management, LLC Salesforce, Inc. Transaction History

Delta Investment Management, LLC

$433 Million
Q3 2024

A detailed history of Delta Investment Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,225 shares of CRM stock, worth $3.52 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

10,225

Previous 10,347 1.18%

Holding current value

$3.52 Million

Previous $2.66 Million 5.19%

% of portfolio

0.65%

Previous 0.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $29,087 - $33,736	-122 Reduced 1.18%	10,225 $2.8 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $93,526 - $130,733	429 Added 4.33%	10,347 $2.66 Million
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $25,363 - $32,004	-101 Reduced 1.01%	9,918 $2.99 Million
Q4 2023 Feb 02, 2024	BUY	$196.25 - $267.25 $33,362 - $45,432	170 Added 1.73%	10,019 $2.64 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $1.73 Million - $2 Million	8,545 Added 655.29%	9,849 $2 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $10,766 - $12,732	57 Added 4.57%	1,304 $275,000
Q1 2023 May 05, 2023	BUY	$134.8 - $199.78 $168,095 - $249,125	1,247 New	1,247 $249,000
Q2 2022 Jul 20, 2022	SELL	$155.6 - $218.85 $506,166 - $711,919	-3,253 Reduced 59.22%	2,240 $370,000
Q1 2022 May 11, 2022	BUY	$190.54 - $255.46 $590,483 - $791,670	3,099 Added 129.45%	5,493 $1.17 Million
Q4 2021 Feb 07, 2022	BUY	$247.21 - $309.96 $19,035 - $23,866	77 Added 3.32%	2,394 $608,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $6,176 - $7,426	26 Added 1.13%	2,317 $628,000
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $6,947 - $8,126	33 Added 1.46%	2,291 $560,000
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $220,113 - $266,488	-1,072 Reduced 32.19%	2,258 $478,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $66,045 - $80,121	300 Added 9.9%	3,330 $741,000
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $162,877 - $246,937	878 Added 40.8%	3,030 $761,000
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $7,085 - $11,021	57 Added 2.72%	2,152 $309,000
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $298,181 - $345,633	2,095 New	2,095 $340,000

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delta Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Investment Management, LLC with notifications on news.

Account

Delta Investment Management, LLC Salesforce, Inc. Transaction History