Diversified Trust CO Salesforce, Inc. Transaction History

Diversified Trust CO

$3.27 Billion
Q3 2024

A detailed history of Diversified Trust CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Diversified Trust CO holds 12,193 shares of CRM stock, worth $4.36 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,193

Previous 13,769 11.45%

Holding current value

$4.36 Million

Previous $3.54 Million 5.73%

% of portfolio

0.1%

Previous 0.12%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$238.42 - $276.53 $375,749 - $435,811	-1,576 Reduced 11.45%	12,193 $3.34 Million
Q2 2024 Jul 16, 2024	BUY	$218.01 - $304.74 $783,527 - $1.1 Million	3,594 Added 35.32%	13,769 $3.54 Million
Q1 2024 Apr 18, 2024	SELL	$251.12 - $316.88 $225,003 - $283,924	-896 Reduced 8.09%	10,175 $3.06 Million
Q4 2023 Jan 08, 2024	SELL	$196.25 - $267.25 $436,852 - $594,898	-2,226 Reduced 16.74%	11,071 $2.91 Million
Q3 2023 Nov 17, 2023	BUY	$202.49 - $234.37 $314,466 - $363,976	1,553 Added 13.22%	13,297 $2.7 Million
Q2 2023 Jul 18, 2023	SELL	$188.89 - $223.38 $209,856 - $248,175	-1,111 Reduced 8.64%	11,744 $2.48 Million
Q1 2023 Apr 07, 2023	SELL	$134.8 - $199.78 $9,031 - $13,385	-67 Reduced 0.52%	12,855 $2.57 Million
Q4 2022 Jan 17, 2023	BUY	$128.21 - $165.27 $269,497 - $347,397	2,102 Added 19.43%	12,922 $1.71 Million
Q3 2022 Oct 14, 2022	BUY	$143.84 - $191.27 $149,881 - $199,303	1,042 Added 10.66%	10,820 $1.56 Million
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $107,519 - $151,225	691 Added 7.6%	9,778 $1.61 Million
Q1 2022 Apr 07, 2022	SELL	$190.54 - $255.46 $369,647 - $495,592	-1,940 Reduced 17.59%	9,087 $1.93 Million
Q4 2021 Jan 13, 2022	SELL	$247.21 - $309.96 $39,553 - $49,593	-160 Reduced 1.43%	11,027 $2.8 Million
Q3 2021 Jan 13, 2022	BUY	$237.55 - $285.63 $82,192 - $98,827	346 Added 3.19%	11,187 $3.03 Million
Q2 2021 Jul 20, 2021	BUY	$210.54 - $246.26 $116,218 - $135,935	552 Added 5.36%	10,841 $2.65 Million
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $20,327 - $24,610	99 Added 0.97%	10,289 $2.18 Million
Q4 2020 Jan 08, 2021	BUY	$220.15 - $267.07 $307,769 - $373,363	1,398 Added 15.9%	10,190 $2.27 Million
Q3 2020 Oct 15, 2020	BUY	$185.51 - $281.25 $590,849 - $895,781	3,185 Added 56.8%	8,792 $2.21 Million
Q2 2020 Jul 07, 2020	SELL	$134.06 - $191.65 $3.31 Million - $4.73 Million	-24,674 Reduced 81.48%	5,607 $1.05 Million
Q1 2020 Apr 10, 2020	BUY	$124.3 - $193.36 $218,022 - $339,153	1,754 Added 6.15%	30,281 $4.36 Million
Q4 2019 Jan 09, 2020	SELL	$142.33 - $164.98 $297,042 - $344,313	-2,087 Reduced 6.82%	28,527 $4.64 Million
Q3 2019 Oct 09, 2019	BUY	$139.72 - $159.97 $688,959 - $788,812	4,931 Added 19.2%	30,614 $4.54 Million
Q2 2019 Jul 12, 2019	BUY	$145.1 - $165.96 $350,706 - $401,125	2,417 Added 10.39%	25,683 $3.9 Million
Q1 2019 May 22, 2019	SELL	$130.4 - $166.95 $3,129 - $4,006	-24 Reduced 0.1%	23,266 $3.69 Million
Q4 2018 Jan 18, 2019	BUY	$120.67 - $159.86 $603 - $799	5 Added 0.02%	23,290 $3.19 Million
Q3 2018 Nov 26, 2018	SELL	$137.15 - $160.43 $189,952 - $222,195	-1,385 Reduced 5.61%	23,285 $3.7 Million
Q2 2018 Jul 23, 2018	BUY	$115.3 - $139.8 $922 - $1,118	8 Added 0.03%	24,670 $3.37 Million
Q1 2018 Jun 01, 2018	BUY	$104.03 - $127.99 $1,248 - $1,535	12 Added 0.05%	24,662 $2.87 Million
Q3 2017 Oct 17, 2017	BUY	$87.63 - $97.71 $2.16 Million - $2.41 Million	24,650	24,650 $2.3 Million

Others Institutions Holding CRM

# of Institutions

2,950

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 $357B
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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Diversified Trust CO Salesforce, Inc. Transaction History