Great Diamond Partners, LLC Salesforce, Inc. Transaction History

Great Diamond Partners, LLC

$387 Million
Q3 2024

A detailed history of Great Diamond Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Great Diamond Partners, LLC holds 3,349 shares of CRM stock, worth $1.04 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,349

Previous 4,572 26.75%

Holding current value

$1.04 Million

Previous $1.18 Million 22.04%

% of portfolio

0.24%

Previous 0.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$238.42 - $276.53 $291,587 - $338,196	-1,223 Reduced 26.75%	3,349 $916,000
Q2 2024 Jul 29, 2024	SELL	$218.01 - $304.74 $31,611 - $44,187	-145 Reduced 3.07%	4,572 $1.18 Million
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $5,775 - $7,288	23 Added 0.49%	4,717 $1.42 Million
Q4 2023 Feb 07, 2024	BUY	$196.25 - $267.25 $24,923 - $33,940	127 Added 2.78%	4,694 $1.24 Million
Q3 2023 Oct 19, 2023	SELL	$202.49 - $234.37 $80,996 - $93,748	-400 Reduced 8.05%	4,567 $926,000
Q2 2023 Jul 17, 2023	BUY	$188.89 - $223.38 $217,034 - $256,663	1,149 Added 30.09%	4,967 $1.05 Million
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $142,753 - $211,567	1,059 Added 38.38%	3,818 $762,000
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $166,160 - $214,189	-1,296 Reduced 31.96%	2,759 $365,000
Q3 2022 Oct 24, 2022	SELL	$143.84 - $191.27 $17,116 - $22,761	-119 Reduced 2.85%	4,055 $583,000
Q2 2022 Jul 26, 2022	BUY	$155.6 - $218.85 $29,564 - $41,581	190 Added 4.77%	4,174 $688,000
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $74,501 - $99,884	-391 Reduced 8.94%	3,984 $845,000
Q4 2021 Jan 26, 2022	BUY	$247.21 - $309.96 $40,789 - $51,143	165 Added 3.92%	4,375 $1.11 Million
Q3 2021 Oct 21, 2021	BUY	$237.55 - $285.63 $10,689 - $12,853	45 Added 1.08%	4,210 $1.14 Million
Q2 2021 Jul 26, 2021	SELL	$210.54 - $246.26 $197,907 - $231,484	-940 Reduced 18.41%	4,165 $1.02 Million
Q1 2021 May 04, 2021	BUY	$205.33 - $248.59 $3,901 - $4,723	19 Added 0.37%	5,105 $1.08 Million
Q4 2020 Jan 26, 2021	SELL	$220.15 - $267.07 $18,272 - $22,166	-83 Reduced 1.61%	5,086 $1.13 Million
Q3 2020 Oct 19, 2020	SELL	$185.51 - $281.25 $10,388 - $15,750	-56 Reduced 1.07%	5,169 $1.3 Million
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $320,671 - $458,426	2,392 Added 84.43%	5,225 $978,000
Q1 2020 May 01, 2020	BUY	$124.3 - $193.36 $134,989 - $209,988	1,086 Added 62.16%	2,833 $407,000
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $248,650 - $288,220	1,747 New	1,747 $284,000

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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Great Diamond Partners, LLC Salesforce, Inc. Transaction History