Efg Asset Management (North America) Corp. Salesforce, Inc. Transaction History

Efg Asset Management (North America) Corp.

$568 Million
Q1 2024

A detailed history of Efg Asset Management (North America) Corp. transactions in Salesforce, Inc. stock. As of the latest transaction made, Efg Asset Management (North America) Corp. holds 11,075 shares of CRM stock, worth $2.91 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

11,075

Previous 11,090 0.14%

Holding current value

$2.91 Million

Previous $2.92 Million 14.29%

% of portfolio

0.59%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $3,766 - $4,753	-15 Reduced 0.14%	11,075 $3.34 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $1.04 Million - $1.41 Million	5,292 Added 91.27%	11,090 $2.92 Million
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $134,048 - $155,152	662 Added 12.89%	5,798 $1.18 Million
Q2 2023 Jul 28, 2023	SELL	$188.89 - $223.38 $211,179 - $249,738	-1,118 Reduced 17.88%	5,136 $1.09 Million
Q1 2023 Apr 27, 2023	BUY	$134.8 - $199.78 $383,371 - $568,174	2,844 Added 83.4%	6,254 $1.25 Million

Q4 2022 Feb 03, 2023	SELL	$128.21 - $165.27 $172,827 - $222,783	-1,348 Reduced 28.33%	3,410 $452,000
Q3 2022 Oct 28, 2022	SELL	$143.84 - $191.27 $217,917 - $289,774	-1,515 Reduced 24.15%	4,758 $685,000
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $363,014 - $510,577	-2,333 Reduced 27.11%	6,273 $1.04 Million
Q1 2022 Apr 26, 2022	SELL	$190.54 - $255.46 $149,764 - $200,791	-786 Reduced 8.37%	8,606 $1.83 Million
Q4 2021 Feb 18, 2022	BUY	$247.21 - $309.96 $2.32 Million - $2.91 Million	9,392 New	9,392 $2.39 Million

Others Institutions Holding CRM

# of Institutions

2,999

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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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Efg Asset Management (North America) Corp. Salesforce, Inc. Transaction History