Girard Partners Ltd. Salesforce, Inc. Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

A detailed history of Girard Partners Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Girard Partners Ltd. holds 37,597 shares of CRM stock, worth $10 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

37,597

Previous 36,887 1.92%

Holding current value

$10 Million

Previous $11.1 Million 12.99%

% of portfolio

0.92%

Previous 1.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$218.01 - $304.74 $154,787 - $216,365	710 Added 1.92%	37,597 $9.67 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $1.22 Million - $1.54 Million	4,848 Added 15.13%	36,887 $11.1 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $660,970 - $900,098	3,368 Added 11.75%	32,039 $8.43 Million
Q3 2023 Nov 02, 2023	SELL	$202.49 - $234.37 $682,593 - $790,061	-3,371 Reduced 10.52%	28,671 $5.81 Million
Q2 2023 Aug 15, 2023	BUY	$188.89 - $223.38 $2.73 Million - $3.23 Million	14,470 Added 82.35%	32,042 $6.77 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $235,765 - $349,415	-1,749 Reduced 9.05%	17,572 $3.51 Million
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $89,875 - $115,854	-701 Reduced 3.5%	19,321 $0
Q3 2022 Oct 20, 2022	SELL	$143.84 - $191.27 $38,117 - $50,686	-265 Reduced 1.31%	20,022 $2.88 Million
Q2 2022 Jul 26, 2022	SELL	$155.6 - $218.85 $142,218 - $200,028	-914 Reduced 4.31%	20,287 $3.35 Million
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $7,812 - $10,473	41 Added 0.19%	21,201 $4.5 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $75,646 - $94,847	306 Added 1.47%	21,160 $5.38 Million
Q3 2021 Nov 01, 2021	SELL	$237.55 - $285.63 $3.58 Million - $4.3 Million	-15,067 Reduced 72.71%	5,656 $5.66 Million
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $3.61 Million - $4.34 Million	15,198 Added 268.71%	20,854 $5.66 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $488,031 - $570,830	2,318 Added 12.59%	20,723 $5.06 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $499,157 - $604,322	2,431 Added 15.22%	18,405 $3.9 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $238,202 - $288,969	1,082 Added 7.27%	15,974 $3.55 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $301,824 - $457,593	1,627 Added 12.27%	14,892 $3.74 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $93,439 - $133,580	697 Added 5.55%	13,265 $2.48 Million
Q1 2020 May 05, 2020	SELL	$124.3 - $193.36 $65.5 Million - $102 Million	-526,803 Reduced 97.67%	12,568 $1.81 Million
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $66 Million - $103 Million	530,730 Added 6142.0%	539,371 $2.34 Million
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $1.23 Million - $1.43 Million	8,641 New	8,641 $1.44 Million
Q4 2018 Feb 11, 2019	SELL	$120.67 - $159.86 $75,298 - $99,752	-624 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$137.15 - $160.43 $85,581 - $100,108	624 New	624 $99,000

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...

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Girard Partners Ltd. Salesforce, Inc. Transaction History