Greenleaf Trust Salesforce, Inc. Transaction History

Greenleaf Trust

$10.7 Billion
Q1 2024

A detailed history of Greenleaf Trust transactions in Salesforce, Inc. stock. As of the latest transaction made, Greenleaf Trust holds 99,218 shares of CRM stock, worth $25.5 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

99,218

Previous 102,165 2.88%

Holding current value

$25.5 Million

Previous $26.9 Million 11.16%

% of portfolio

0.28%

Previous 0.29%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $740,050 - $933,845	-2,947 Reduced 2.88%	99,218 $29.9 Million
Q4 2023 Jan 31, 2024	SELL	$196.25 - $267.25 $839,950 - $1.14 Million	-4,280 Reduced 4.02%	102,165 $26.9 Million
Q3 2023 Nov 09, 2023	SELL	$202.49 - $234.37 $68,846 - $79,685	-340 Reduced 0.32%	106,445 $21.6 Million
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $1.21 Million - $1.43 Million	-6,392 Reduced 5.65%	106,785 $22.6 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $892,645 - $1.32 Million	6,622 Added 6.21%	113,177 $22.6 Million

Q4 2022 Jan 25, 2023	BUY	$128.21 - $165.27 $103,337 - $133,207	806 Added 0.76%	106,555 $14.1 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $119,531 - $158,945	-831 Reduced 0.78%	105,749 $15.2 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $312,289 - $439,231	2,007 Added 1.92%	106,580 $17.6 Million
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $1.38 Million - $1.85 Million	7,250 Added 7.45%	104,573 $22.2 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $2.33 Million - $2.92 Million	9,414 Added 10.71%	97,323 $24.7 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $1.96 Million - $2.36 Million	8,268 Added 10.38%	87,909 $23.8 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $106,322 - $124,361	505 Added 0.64%	79,641 $19.5 Million
Q1 2021 Apr 30, 2021	BUY	$205.33 - $248.59 $218,471 - $264,499	1,064 Added 1.36%	79,136 $16.8 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $396,049 - $480,458	1,799 Added 2.36%	78,072 $17.4 Million
Q3 2020 Oct 30, 2020	SELL	$185.51 - $281.25 $118,540 - $179,718	-639 Reduced 0.83%	76,273 $19.2 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $608,230 - $869,516	4,537 Added 6.27%	76,912 $14.4 Million
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $246,486 - $383,432	1,983 Added 2.82%	72,375 $10.4 Million
Q4 2019 Feb 11, 2020	BUY	$142.33 - $164.98 $73,299 - $84,964	515 Added 0.74%	70,392 $11.4 Million
Q3 2019 Nov 08, 2019	BUY	$139.72 - $159.97 $110,658 - $126,696	792 Added 1.15%	69,877 $10.4 Million
Q2 2019 Jul 24, 2019	SELL	$145.1 - $165.96 $39,322 - $44,975	-271 Reduced 0.39%	69,085 $10.5 Million
Q1 2019 May 08, 2019	BUY	$130.4 - $166.95 $86,194 - $110,353	661 Added 0.96%	69,356 $11 Million
Q4 2018 Feb 07, 2019	SELL	$120.67 - $159.86 $358,389 - $474,784	-2,970 Reduced 4.14%	68,695 $9.41 Million
Q3 2018 Oct 29, 2018	SELL	$137.15 - $160.43 $450,126 - $526,531	-3,282 Reduced 4.38%	71,665 $11.4 Million
Q2 2018 Aug 07, 2018	SELL	$115.3 - $139.8 $115 - $139	-1 Reduced -0.0%	74,947 $10.2 Million
Q1 2018 Apr 30, 2018	SELL	$104.03 - $127.99 $289,931 - $356,708	-2,787 Reduced 3.59%	74,948 $8.72 Million
Q4 2017 Feb 08, 2018	SELL	$93.94 - $108.8 $153,404 - $177,670	-1,633 Reduced 2.06%	77,735 $7.95 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $6.96 Million - $7.76 Million	79,368	79,368 $7.42 Million

Others Institutions Holding CRM

# of Institutions

2,995

Shares Held

737M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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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