Forbes J M & CO LLP Salesforce, Inc. Transaction History

Forbes J M & CO LLP

$960 Million
Q2 2024

A detailed history of Forbes J M & CO LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Forbes J M & CO LLP holds 36,767 shares of CRM stock, worth $9.81 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

36,767

Previous 36,324 1.22%

Holding current value

$9.81 Million

Previous $10.9 Million 13.6%

% of portfolio

0.99%

Previous 1.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $96,578 - $134,999	443 Added 1.22%	36,767 $9.45 Million
Q1 2024 Apr 11, 2024	SELL	$251.12 - $316.88 $9,542 - $12,041	-38 Reduced 0.1%	36,324 $10.9 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $154,645 - $210,593	788 Added 2.22%	36,362 $9.57 Million
Q3 2023 Nov 02, 2023	BUY	$202.49 - $234.37 $54,469 - $63,045	269 Added 0.76%	35,574 $7.21 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $163,200 - $193,000	864 Added 2.51%	35,305 $7.46 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $209,479 - $310,458	-1,554 Reduced 4.32%	34,441 $6.88 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $1.08 Million - $1.39 Million	-8,421 Reduced 18.96%	35,995 $4.77 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $32,651 - $43,418	227 Added 0.51%	44,416 $6.39 Million
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $21,784 - $30,639	-140 Reduced 0.32%	44,189 $7.29 Million
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $6.23 Million - $8.35 Million	-32,688 Reduced 42.44%	44,329 $9.41 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $5.12 Million - $6.42 Million	-20,722 Reduced 21.2%	77,017 $19.6 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $164,859 - $198,227	694 Added 0.72%	97,739 $26.5 Million
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $60,214 - $70,430	286 Added 0.3%	97,045 $23.7 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $357,684 - $433,043	1,742 Added 1.83%	96,759 $20.5 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $218,388 - $264,933	992 Added 1.06%	95,017 $21.1 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $332,062 - $503,437	1,790 Added 1.94%	94,025 $23.6 Million
Q2 2020 Aug 07, 2020	BUY	$134.06 - $191.65 $22,656 - $32,388	169 Added 0.18%	92,235 $17.3 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $184,336 - $286,752	1,483 Added 1.64%	92,066 $13.3 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $817,685 - $947,810	5,745 Added 6.77%	90,583 $14.7 Million
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $52,953 - $60,628	379 Added 0.45%	84,838 $12.6 Million
Q2 2019 Aug 02, 2019	BUY	$145.1 - $165.96 $1.17 Million - $1.34 Million	8,049 Added 10.53%	84,459 $12.8 Million
Q1 2019 May 07, 2019	SELL	$130.4 - $166.95 $3.48 Million - $4.46 Million	-26,716 Reduced 25.91%	76,410 $12.1 Million
Q4 2018 Jan 25, 2019	SELL	$120.67 - $159.86 $96,898 - $128,367	-803 Reduced 0.77%	103,126 $14.1 Million
Q3 2018 Nov 02, 2018	SELL	$137.15 - $160.43 $822 - $962	-6 Reduced 0.01%	103,929 $16.5 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $12,798 - $15,517	111 Added 0.11%	103,935 $14.2 Million
Q1 2018 Apr 18, 2018	BUY	$104.03 - $127.99 $64,914 - $79,865	624 Added 0.6%	103,824 $12.1 Million
Q4 2017 Feb 09, 2018	SELL	$93.94 - $108.8 $412,866 - $478,176	-4,395 Reduced 4.08%	103,200 $10.6 Million
Q3 2017 Nov 13, 2017	SELL	$87.63 - $97.71 $130,305 - $145,294	-1,487 Reduced 1.36%	107,595 $10.1 Million
Q2 2017 Aug 10, 2017	BUY	N/A	109,082	109,082 $9.45 Million

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...

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