Fiduciary Group LLC Salesforce, Inc. Transaction History

Fiduciary Group LLC

$971 Million
Q3 2024

A detailed history of Fiduciary Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fiduciary Group LLC holds 6,794 shares of CRM stock, worth $2.28 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,794

Previous 8,434 19.45%

Holding current value

$2.28 Million

Previous $2.17 Million 14.25%

% of portfolio

0.19%

Previous 0.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $391,008 - $453,509	-1,640 Reduced 19.45%	6,794 $1.86 Million
Q2 2024 Aug 08, 2024	SELL	$218.01 - $304.74 $19,620 - $27,426	-90 Reduced 1.06%	8,434 $2.17 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $43,443 - $54,820	-173 Reduced 1.99%	8,524 $2.57 Million
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $798,345 - $1.09 Million	-4,068 Reduced 31.87%	8,697 $2.29 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $122,911 - $142,262	-607 Reduced 4.54%	12,765 $2.59 Million
Q2 2023 Jul 27, 2023	SELL	$188.89 - $223.38 $76,878 - $90,915	-407 Reduced 2.95%	13,372 $2.82 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $8,222 - $12,186	-61 Reduced 0.44%	13,718 $2.74 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $92,068 - $136,449	-683 Reduced 4.72%	13,779 $2.75 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $1.78 Million - $2.29 Million	-13,857 Reduced 48.93%	14,462 $1.92 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $254,021 - $337,782	-1,766 Reduced 5.87%	28,319 $4.43 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $454,040 - $638,604	-2,918 Reduced 8.84%	30,085 $4.97 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $49,540 - $66,419	-260 Reduced 0.78%	33,003 $5.32 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $463,765 - $581,484	1,876 Added 5.98%	33,263 $8.45 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $122,338 - $147,099	515 Added 1.67%	31,387 $9.26 Million
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $250,753 - $293,295	1,191 Added 4.01%	30,872 $7.54 Million
Q1 2021 May 03, 2021	BUY	$205.33 - $248.59 $1.06 Million - $1.28 Million	5,161 Added 21.05%	29,681 $6.84 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $1.45 Million - $1.76 Million	6,603 Added 36.85%	24,520 $5.92 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $213,707 - $324,000	1,152 Added 6.87%	17,917 $4.5 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $2.25 Million - $3.21 Million	16,765 New	16,765 $3.14 Million

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 $336B
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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Fiduciary Group LLC Salesforce, Inc. Transaction History