Harrell Investment Partners, LLC Salesforce, Inc. Transaction History

Harrell Investment Partners, LLC

$337 Billion
Q1 2024

A detailed history of Harrell Investment Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 12,610 shares of CRM stock, worth $3.29 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

12,610

Previous 13,399 5.89%

Holding current value

$3.29 Million

Previous $3.53 Billion 7.72%

% of portfolio

1.13%

Previous 1.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $198,133 - $250,018	-789 Reduced 5.89%	12,610 $3.8 Billion
Q4 2023 Jan 22, 2024	BUY	$196.25 - $267.25 $40,820 - $55,588	208 Added 1.58%	13,399 $3.53 Billion
Q3 2023 Oct 30, 2023	BUY	$202.49 - $234.37 $24,906 - $28,827	123 Added 0.94%	13,191 $2.69 Billion
Q2 2023 Aug 08, 2023	SELL	$188.89 - $223.38 $20,211 - $23,901	-107 Reduced 0.81%	13,068 $2.76 Billion
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $114,984 - $170,412	853 Added 6.92%	13,175 $2.58 Billion

Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $162,057 - $208,901	-1,264 Reduced 9.3%	12,322 $1.63 Billion
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $147,867 - $196,625	1,028 Added 8.19%	13,586 $1.95 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $107,675 - $151,444	692 Added 5.83%	12,558 $2.07 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $237,793 - $318,814	1,248 Added 11.75%	11,866 $2.52 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $58,094 - $72,840	235 Added 2.26%	10,618 $2.7 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $91,694 - $110,253	386 Added 3.86%	10,383 $2.82 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $21,264 - $24,872	-101 Reduced 1.0%	9,997 $2.44 Million
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $109,440 - $132,498	-533 Reduced 5.01%	10,098 $2.14 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $82,336 - $99,884	-374 Reduced 3.4%	10,631 $2.37 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $55,281 - $83,812	298 Added 2.78%	11,005 $2.77 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $8,713 - $12,457	65 Added 0.61%	10,707 $2.01 Million
Q1 2020 May 14, 2020	SELL	$124.3 - $193.36 $15,413 - $23,976	-124 Reduced 1.15%	10,642 $1.53 Million
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $1.53 Million - $1.78 Million	10,766 New	10,766 $1.75 Million

Others Institutions Holding CRM

# of Institutions

2,997

Shares Held

738M

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 $261B
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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Harrell Investment Partners, LLC Salesforce, Inc. Transaction History