Dfpg Investments, LLC Salesforce, Inc. Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

A detailed history of Dfpg Investments, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dfpg Investments, LLC holds 20,561 shares of CRM stock, worth $5.63 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

20,561

Previous 20,530 0.15%

Holding current value

$5.63 Million

Previous $4.16 Million 29.95%

% of portfolio

0.42%

Previous 0.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$196.25 - $267.25 $6,083 - $8,284	31 Added 0.15%	20,561 $5.41 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $240,760 - $278,665	1,189 Added 6.15%	20,530 $4.16 Million
Q2 2023 Jul 24, 2023	SELL	$188.89 - $223.38 $87,833 - $103,871	-465 Reduced 2.35%	19,341 $4.09 Million
Q1 2023 Apr 10, 2023	BUY	$134.8 - $199.78 $809,069 - $1.2 Million	6,002 Added 43.48%	19,806 $3.96 Million
Q4 2022 Feb 02, 2023	BUY	$128.21 - $165.27 $1.54 Million - $1.98 Million	11,974 Added 654.32%	13,804 $1.83 Million
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $62,570 - $83,202	435 Added 31.18%	1,830 $293,000
Q2 2022 Aug 01, 2022	SELL	$155.6 - $218.85 $6,690 - $9,410	-43 Reduced 2.99%	1,395 $234,000
Q1 2022 Apr 22, 2022	SELL	$190.54 - $255.46 $72,786 - $97,585	-382 Reduced 20.99%	1,438 $269,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $9,888 - $12,398	40 Added 2.25%	1,820 $406,000
Q3 2021 Oct 19, 2021	SELL	$237.55 - $285.63 $347,298 - $417,591	-1,462 Reduced 45.1%	1,780 $516,000
Q2 2021 Jul 21, 2021	SELL	$210.54 - $246.26 $63,793 - $74,616	-303 Reduced 8.55%	3,242 $791,000
Q1 2021 Apr 14, 2021	SELL	$205.33 - $248.59 $21,148 - $25,604	-103 Reduced 2.82%	3,545 $781,000
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $561,602 - $681,295	2,551 Added 232.54%	3,648 $810,000
Q3 2020 Oct 13, 2020	SELL	$185.51 - $281.25 $1,298 - $1,968	-7 Reduced 0.63%	1,097 $285,000
Q2 2020 Jul 13, 2020	BUY	$134.06 - $191.65 $148,002 - $211,581	1,104 New	1,104 $217,000

Others Institutions Holding CRM

# of Institutions

2,898

Shares Held

745M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $274B
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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Dfpg Investments, LLC Salesforce, Inc. Transaction History