Hixon Zuercher, LLC Salesforce, Inc. Transaction History

Hixon Zuercher, LLC

$237 Million
Q2 2024

A detailed history of Hixon Zuercher, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hixon Zuercher, LLC holds 15,198 shares of CRM stock, worth $4.05 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

15,198

Previous 14,034 8.29%

Holding current value

$4.05 Million

Previous $4.23 Million 7.55%

% of portfolio

1.65%

Previous 1.79%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $253,763 - $354,717	1,164 Added 8.29%	15,198 $3.91 Million
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $14,062 - $17,745	56 Added 0.4%	14,034 $4.23 Million
Q4 2023 Jan 12, 2024	BUY	$196.25 - $267.25 $67,313 - $91,666	343 Added 2.52%	13,978 $3.68 Million
Q3 2023 Oct 25, 2023	BUY	$202.49 - $234.37 $141,338 - $163,590	698 Added 5.4%	13,635 $2.76 Million
Q2 2023 Jul 17, 2023	BUY	$188.89 - $223.38 $21,722 - $25,688	115 Added 0.9%	12,937 $2.73 Million
Q1 2023 Apr 18, 2023	SELL	$134.8 - $199.78 $332,416 - $492,657	-2,466 Reduced 16.13%	12,822 $2.56 Million
Q4 2022 Jan 20, 2023	BUY	$128.21 - $165.27 $53,463 - $68,917	417 Added 2.8%	15,288 $0
Q3 2022 Oct 26, 2022	BUY	$143.84 - $191.27 $109,606 - $145,747	762 Added 5.4%	14,871 $2.14 Million
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $71,731 - $100,889	461 Added 3.38%	14,109 $2.33 Million
Q1 2022 Apr 19, 2022	BUY	$190.54 - $255.46 $115,276 - $154,553	605 Added 4.64%	13,648 $2.9 Million
Q4 2021 Jan 24, 2022	BUY	$247.21 - $309.96 $69,218 - $86,788	280 Added 2.19%	13,043 $3.32 Million
Q3 2021 Oct 13, 2021	BUY	$237.55 - $285.63 $44,896 - $53,984	189 Added 1.5%	12,763 $3.46 Million
Q2 2021 Oct 13, 2021	SELL	$210.54 - $246.26 $823,211 - $962,876	-3,910 Reduced 23.72%	12,574 $3.07 Million
Q1 2021 Oct 13, 2021	BUY	$205.33 - $248.59 $228,737 - $276,929	1,114 Added 7.25%	16,484 $3.49 Million
Q4 2020 Oct 13, 2021	BUY	$220.15 - $267.07 $96,205 - $116,709	437 Added 2.93%	15,370 $3.42 Million
Q3 2020 Oct 13, 2021	SELL	$185.51 - $281.25 $482,140 - $730,968	-2,599 Reduced 14.82%	14,933 $3.75 Million
Q2 2020 Oct 13, 2021	BUY	$134.06 - $191.65 $289,301 - $413,580	2,158 Added 14.04%	17,532 $3.28 Million
Q1 2020 Oct 13, 2021	BUY	$124.3 - $193.36 $632,314 - $983,622	5,087 Added 49.45%	15,374 $2.21 Million
Q4 2019 Oct 13, 2021	BUY	$142.33 - $164.98 $1.46 Million - $1.7 Million	10,287 New	10,287 $1.67 Million

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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Hixon Zuercher, LLC Salesforce, Inc. Transaction History