Gemmer Asset Management LLC Salesforce, Inc. Transaction History

Gemmer Asset Management LLC

$969 Million
Q3 2024

A detailed history of Gemmer Asset Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gemmer Asset Management LLC holds 1,424 shares of CRM stock, worth $485,797. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,424

Previous 1,631 12.69%

Holding current value

$485,797

Previous $419,000 7.16%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$238.42 - $276.53 $49,352 - $57,241	-207 Reduced 12.69%	1,424 $389,000
Q2 2024 Jul 15, 2024	BUY	$218.01 - $304.74 $2,616 - $3,656	12 Added 0.74%	1,631 $419,000
Q1 2024 Apr 23, 2024	SELL	$251.12 - $316.88 $10,547 - $13,308	-42 Reduced 2.53%	1,619 $487,000
Q4 2023 Jan 17, 2024	BUY	$196.25 - $267.25 $119,516 - $162,755	609 Added 57.89%	1,661 $437,000
Q3 2023 Oct 18, 2023	SELL	$202.49 - $234.37 $39,890 - $46,170	-197 Reduced 15.77%	1,052 $213,000
Q2 2023 Jul 19, 2023	BUY	$188.89 - $223.38 $23,611 - $27,922	125 Added 11.12%	1,249 $263,000
Q1 2023 Apr 17, 2023	BUY	$134.8 - $199.78 $151,515 - $224,552	1,124 New	1,124 $224,000
Q3 2022 Oct 21, 2022	SELL	$143.84 - $191.27 $1.41 Million - $1.88 Million	-9,830 Reduced 63.26%	5,709 $821,000
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $6,690 - $9,410	-43 Reduced 0.28%	15,539 $2.57 Million
Q1 2022 Apr 20, 2022	BUY	$190.54 - $255.46 $5,144 - $6,897	27 Added 0.17%	15,582 $3.31 Million
Q4 2021 Jan 21, 2022	SELL	$247.21 - $309.96 $22,248 - $27,896	-90 Reduced 0.58%	15,555 $3.95 Million
Q3 2021 Oct 19, 2021	BUY	$237.55 - $285.63 $1,662 - $1,999	7 Added 0.04%	15,645 $4.24 Million
Q2 2021 Jul 23, 2021	BUY	$210.54 - $246.26 $2,947 - $3,447	14 Added 0.09%	15,638 $3.82 Million
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $13,962 - $16,904	68 Added 0.44%	15,624 $3.31 Million
Q4 2020 Jan 28, 2021	SELL	$220.15 - $267.07 $18,272 - $22,166	-83 Reduced 0.53%	15,556 $3.46 Million
Q2 2020 Jul 31, 2020	SELL	$134.06 - $191.65 $9,116 - $13,032	-68 Reduced 0.43%	15,639 $2.93 Million
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $10,689 - $16,628	86 Added 0.55%	15,707 $2.26 Million
Q4 2019 Jan 17, 2020	SELL	$142.33 - $164.98 $1.24 Million - $1.44 Million	-8,709 Reduced 35.8%	15,621 $2.54 Million
Q3 2019 Oct 11, 2019	SELL	$139.72 - $159.97 $2.44 Million - $2.79 Million	-17,457 Reduced 41.78%	24,330 $3.61 Million
Q2 2019 Jul 18, 2019	BUY	$145.1 - $165.96 $35,259 - $40,328	243 Added 0.58%	41,787 $6.34 Million
Q1 2019 Apr 17, 2019	SELL	$130.4 - $166.95 $69,633 - $89,151	-534 Reduced 1.27%	41,544 $6.58 Million
Q4 2018 Jan 18, 2019	BUY	$120.67 - $159.86 $95,208 - $126,129	789 Added 1.91%	42,078 $5.76 Million
Q3 2018 Oct 12, 2018	BUY	$137.15 - $160.43 $2.91 Million - $3.41 Million	21,236 Added 105.9%	41,289 $6.57 Million
Q3 2017 Oct 12, 2017	BUY	$87.63 - $97.71 $1.76 Million - $1.96 Million	20,053	20,053 $1.87 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

752M

Call Options Held

15.4M

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 $341B
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 Gemmer Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gemmer Asset Management LLC with notifications on news.

Account

Gemmer Asset Management LLC Salesforce, Inc. Transaction History