First Foundation Advisors Salesforce, Inc. Transaction History

First Foundation Advisors

$2.56 Billion
Q2 2024

A detailed history of First Foundation Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, First Foundation Advisors holds 568 shares of CRM stock, worth $151,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares

568

Previous 828 31.4%

Holding current value

$151,542

Previous $249,000 41.37%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$218.01 - $304.74 $56,682 - $79,232	-260 Reduced 31.4%	568 $146,000
Q1 2024 May 09, 2024	BUY	$251.12 - $316.88 $57,255 - $72,248	228 Added 38.0%	828 $249,000
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $449,020 - $611,468	-2,288 Reduced 79.22%	600 $157,000
Q3 2023 Nov 15, 2023	BUY	$202.49 - $234.37 $49,812 - $57,655	246 Added 9.31%	2,888 $585,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $180,389 - $213,327	-955 Reduced 26.55%	2,642 $558,000
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $196,942 - $291,878	-1,461 Reduced 28.88%	3,597 $718,000
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $388,091 - $500,272	-3,027 Reduced 37.44%	5,058 $670,000
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $1.59 Million - $2.12 Million	-11,060 Reduced 57.77%	8,085 $1.16 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $1 Million - $1.41 Million	-6,431 Reduced 25.14%	19,145 $3.16 Million
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $7.92 Million - $10.6 Million	-41,584 Reduced 61.92%	25,576 $5.43 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $10.2 Million - $12.8 Million	-41,442 Reduced 38.16%	67,160 $17.1 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $1.16 Million - $1.4 Million	4,894 Added 4.72%	108,602 $29.5 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $260,437 - $304,623	1,237 Added 1.21%	103,708 $25.3 Million
Q1 2021 May 18, 2021	SELL	$205.33 - $248.59 $47,841 - $57,921	-233 Reduced 0.23%	102,471 $21.7 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $22.3 Million - $27.1 Million	-101,398 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $24,672 - $37,406	133 Added 0.13%	101,398 $25.5 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $10 Million - $14.4 Million	-74,942 Reduced 42.53%	101,265 $19 Million
Q1 2020 May 11, 2020	BUY	$124.3 - $193.36 $4.61 Million - $7.17 Million	37,080 Added 26.65%	176,207 $25.4 Million
Q4 2019 Feb 11, 2020	BUY	$142.33 - $164.98 $12.8 Million - $14.9 Million	90,165 Added 184.15%	139,127 $22.6 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $6.56 Million - $7.51 Million	46,953 Added 2337.13%	48,962 $7.27 Million
Q1 2019 May 13, 2019	SELL	$130.4 - $166.95 $596,188 - $763,295	-4,572 Reduced 69.47%	2,009 $318,000
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $635,810 - $842,302	5,269 Added 401.6%	6,581 $901,000
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $179,940 - $210,484	1,312 New	1,312 $209,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

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 $267B
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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Salesforce, Inc. Transaction History