Edge Capital Group, LLC Salesforce, Inc. Transaction History

Edge Capital Group, LLC

$2.21 Billion
Q3 2024

A detailed history of Edge Capital Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Edge Capital Group, LLC holds 8,542 shares of CRM stock, worth $2.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,542

Previous 8,261 3.4%

Holding current value

$2.92 Million

Previous $2.12 Million 10.13%

% of portfolio

0.11%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $66,996 - $77,704	281 Added 3.4%	8,542 $2.34 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $34,445 - $48,148	158 Added 1.95%	8,261 $2.12 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $10,044 - $12,675	40 Added 0.5%	8,103 $2.44 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $4,710 - $6,414	24 Added 0.3%	8,063 $2.12 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $5,669 - $6,562	-28 Reduced 0.35%	8,039 $1.63 Million
Q2 2023 Aug 08, 2023	SELL	$188.89 - $223.38 $23,800 - $28,145	-126 Reduced 1.54%	8,067 $1.7 Million
Q1 2023 May 04, 2023	SELL	$134.8 - $199.78 $43,136 - $63,929	-320 Reduced 3.76%	8,193 $1.64 Million
Q4 2022 Feb 07, 2023	BUY	$128.21 - $165.27 $470,915 - $607,036	3,673 Added 75.89%	8,513 $1.13 Million
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $418,430 - $556,404	-2,909 Reduced 37.54%	4,840 $696,000
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $211,771 - $297,854	1,361 Added 21.31%	7,749 $1.28 Million
Q1 2022 May 03, 2022	BUY	$190.54 - $255.46 $388,892 - $521,393	2,041 Added 46.95%	6,388 $1.36 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $158,214 - $198,374	640 Added 17.26%	4,347 $1.11 Million
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $187,664 - $225,647	790 Added 27.08%	3,707 $1.01 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $66,321 - $80,294	323 Added 12.45%	2,917 $618,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $53,056 - $64,363	241 Added 10.24%	2,594 $577,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $34,875 - $52,875	188 Added 8.68%	2,353 $591,000
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $31,638 - $45,229	236 Added 12.23%	2,165 $406,000
Q1 2020 May 08, 2020	BUY	$124.3 - $193.36 $74,952 - $116,596	603 Added 45.48%	1,929 $278,000
Q4 2019 Feb 11, 2020	SELL	$142.33 - $164.98 $113,864 - $131,984	-800 Reduced 37.63%	1,326 $216,000
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $111,776 - $127,976	800 Added 60.33%	2,126 $316,000
Q2 2019 Jul 25, 2019	BUY	$145.1 - $165.96 $192,402 - $220,062	1,326 New	1,326 $201,000

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 $342B
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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Edge Capital Group, LLC Salesforce, Inc. Transaction History