Grassi Investment Management Salesforce, Inc. Transaction History

Grassi Investment Management

$1.16 Billion
Q3 2024

A detailed history of Grassi Investment Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Grassi Investment Management holds 32,414 shares of CRM stock, worth $10.1 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

32,414

Previous 33,163 2.26%

Holding current value

$10.1 Million

Previous $8.53 Million 4.06%

% of portfolio

0.77%

Previous 0.76%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$238.42 - $276.53 $178,576 - $207,120	-749 Reduced 2.26%	32,414 $8.87 Million
Q2 2024 Jul 09, 2024	SELL	$218.01 - $304.74 $98,104 - $137,133	-450 Reduced 1.34%	33,163 $8.53 Million
Q1 2024 Apr 10, 2024	SELL	$251.12 - $316.88 $50,224 - $63,376	-200 Reduced 0.59%	33,613 $10.1 Million
Q4 2023 Jan 10, 2024	SELL	$196.25 - $267.25 $19,625 - $26,725	-100 Reduced 0.29%	33,813 $8.9 Million
Q1 2023 Apr 11, 2023	SELL	$134.8 - $199.78 $36,396 - $53,940	-270 Reduced 0.79%	33,913 $6.78 Million
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $28,847 - $37,185	-225 Reduced 0.65%	34,183 $4.53 Million
Q3 2022 Oct 12, 2022	SELL	$143.84 - $191.27 $818,161 - $1.09 Million	-5,688 Reduced 14.19%	34,408 $4.95 Million
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $256,740 - $361,102	1,650 Added 4.29%	40,096 $6.62 Million
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $323,918 - $434,282	1,700 Added 4.63%	38,446 $8.16 Million
Q4 2021 Jan 13, 2022	BUY	$247.21 - $309.96 $61,802 - $77,490	250 Added 0.69%	36,746 $9.34 Million
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $100,958 - $121,392	425 Added 1.18%	36,496 $9.9 Million
Q2 2021 Jul 09, 2021	BUY	$210.54 - $246.26 $102,743 - $120,174	488 Added 1.37%	36,071 $8.81 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $82,132 - $99,436	400 Added 1.14%	35,583 $7.54 Million
Q4 2020 Jan 19, 2021	SELL	$220.15 - $267.07 $124,825 - $151,428	-567 Reduced 1.59%	35,183 $7.83 Million
Q3 2020 Oct 13, 2020	SELL	$185.51 - $281.25 $477,688 - $724,218	-2,575 Reduced 6.72%	35,750 $8.99 Million
Q2 2020 Jul 15, 2020	SELL	$134.06 - $191.65 $67,030 - $95,825	-500 Reduced 1.29%	38,325 $7.18 Million
Q1 2020 Apr 08, 2020	SELL	$124.3 - $193.36 $1.61 Million - $2.5 Million	-12,930 Reduced 24.98%	38,825 $5.59 Million
Q4 2019 Jan 10, 2020	SELL	$142.33 - $164.98 $78,281 - $90,739	-550 Reduced 1.05%	51,755 $8.42 Million
Q3 2019 Oct 04, 2019	SELL	$139.72 - $159.97 $476,445 - $545,497	-3,410 Reduced 6.12%	52,305 $7.76 Million
Q2 2019 Jul 10, 2019	SELL	$145.1 - $165.96 $76,177 - $87,129	-525 Reduced 0.93%	55,715 $8.45 Million
Q1 2019 Apr 10, 2019	BUY	$130.4 - $166.95 $695,032 - $889,843	5,330 Added 10.47%	56,240 $8.91 Million
Q4 2018 Jan 10, 2019	SELL	$120.67 - $159.86 $48,268 - $63,944	-400 Reduced 0.78%	50,910 $6.97 Million
Q3 2018 Oct 12, 2018	BUY	$137.15 - $160.43 $19,886 - $23,262	145 Added 0.28%	51,310 $8.16 Million
Q2 2018 Jul 10, 2018	BUY	$115.3 - $139.8 $340,135 - $412,410	2,950 Added 6.12%	51,165 $6.98 Million
Q1 2018 Apr 10, 2018	BUY	$104.03 - $127.99 $1.26 Million - $1.54 Million	12,067 Added 33.38%	48,215 $5.61 Million
Q4 2017 Jan 10, 2018	BUY	$93.94 - $108.8 $1.68 Million - $1.94 Million	17,860 Added 97.66%	36,148 $3.7 Million
Q3 2017 Oct 10, 2017	BUY	$87.63 - $97.71 $1.6 Million - $1.79 Million	18,288	18,288 $1.71 Million

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

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 $311B
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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Grassi Investment Management Salesforce, Inc. Transaction History