Invst, LLC Salesforce, Inc. Transaction History

Invst, LLC

$927 Million
Q2 2024

A detailed history of Invst, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Invst, LLC holds 16,318 shares of CRM stock, worth $5.41 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

16,318

Previous 14,863 9.79%

Holding current value

$5.41 Million

Previous $4.48 Million 6.28%

% of portfolio

0.45%

Previous 0.51%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 16, 2024	BUY	$218.01 - $304.74 $317,204 - $443,396	1,455 Added 9.79%	16,318 $4.2 Million
Q1 2024 May 24, 2024	SELL	$251.12 - $316.88 $285,774 - $360,609	-1,138 Reduced 7.11%	14,863 $4.48 Million
Q4 2023 Feb 07, 2024	SELL	$196.25 - $267.25 $101,657 - $138,435	-518 Reduced 3.14%	16,001 $4.21 Million
Q3 2023 Nov 21, 2023	BUY	$202.49 - $234.37 $35,030 - $40,546	173 Added 1.06%	16,519 $3.35 Million
Q2 2023 Jul 28, 2023	SELL	$188.89 - $223.38 $27,011 - $31,943	-143 Reduced 0.87%	16,346 $3.45 Million
Q1 2023 Apr 28, 2023	BUY	$134.8 - $199.78 $196,942 - $291,878	1,461 Added 9.72%	16,489 $3.29 Million
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $92,054 - $118,663	-718 Reduced 4.56%	15,028 $1.99 Million
Q3 2022 Nov 23, 2022	BUY	$143.84 - $191.27 $14,671 - $19,509	102 Added 0.65%	15,746 $2.29 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $23,184 - $32,608	149 Added 0.96%	15,644 $2.95 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $571,810 - $766,635	3,001 Added 24.02%	15,495 $2.54 Million
Q4 2021 Feb 25, 2022	BUY	$247.21 - $309.96 $828,153 - $1.04 Million	3,350 Added 36.64%	12,494 $2.38 Million
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $47,272 - $56,840	199 Added 2.22%	9,144 $2.48 Million
Q2 2021 Jul 19, 2021	BUY	$210.54 - $246.26 $60,003 - $70,184	285 Added 3.29%	8,945 $2.13 Million
Q1 2021 Jun 23, 2021	BUY	$205.33 - $248.59 $239,620 - $290,104	1,167 Added 15.57%	8,660 $2 Million
Q4 2020 Jun 23, 2021	BUY	$220.15 - $267.07 $211,123 - $256,120	959 Added 14.68%	7,493 $1.67 Million
Q3 2020 Jun 23, 2021	BUY	$185.51 - $281.25 $85,334 - $129,375	460 Added 7.57%	6,534 $1.66 Million
Q2 2020 Jun 23, 2021	BUY	$134.06 - $191.65 $229,644 - $328,296	1,713 Added 39.28%	6,074 $1.17 Million
Q1 2020 Jun 23, 2021	BUY	$124.3 - $193.36 $31,820 - $49,500	256 Added 6.24%	4,361 $585,000
Q4 2019 Jun 23, 2021	BUY	$142.33 - $164.98 $6,831 - $7,919	48 Added 1.18%	4,105 $668,000
Q3 2019 Jun 23, 2021	SELL	$139.72 - $159.97 $1,536 - $1,759	-11 Reduced 0.27%	4,057 $599,000
Q1 2019 Jun 23, 2021	SELL	$130.4 - $166.95 $13,431 - $17,195	-103 Reduced 2.47%	4,068 $656,000
Q4 2018 Jun 23, 2021	BUY	$120.67 - $159.86 $2,413 - $3,197	20 Added 0.48%	4,171 $571,000
Q3 2018 Jun 23, 2021	SELL	$137.15 - $160.43 $166,225 - $194,441	-1,212 Reduced 22.6%	4,151 $664,000
Q2 2018 Jun 23, 2021	BUY	$115.3 - $139.8 $618,353 - $749,747	5,363 New	5,363 $732,000

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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...

More about CRM

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