Israel Discount Bank Of New York Salesforce, Inc. Transaction History

Israel Discount Bank Of New York

$48.4 Million
Q2 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$251.12 - $316.88 $259,909 - $327,970	-1,035 Reduced 42.73%	1,387 $417,000
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $158,962 - $216,472	-810 Reduced 25.06%	2,422 $637,000
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $7,087 - $8,202	-35 Reduced 1.07%	3,232 $655,000
Q2 2023 Jul 25, 2023	SELL	$188.89 - $223.38 $150,545 - $178,033	-797 Reduced 19.61%	3,267 $690,000
Q1 2023 May 04, 2023	SELL	$134.8 - $199.78 $29,251 - $43,352	-217 Reduced 5.07%	4,064 $811,000
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $34,103 - $43,961	-266 Reduced 5.85%	4,281 $567,000
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $61,275 - $81,481	426 Added 10.34%	4,547 $654,000
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $78,111 - $109,862	-502 Reduced 10.86%	4,121 $680,000
Q1 2022 Apr 08, 2022	SELL	$190.54 - $255.46 $18,291 - $24,524	-96 Reduced 2.03%	4,623 $981,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $230,894 - $289,502	934 Added 24.68%	4,719 $1.2 Million
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $49,885 - $59,982	210 Added 5.87%	3,785 $1.03 Million
Q1 2021 Apr 12, 2021	SELL	$205.33 - $248.59 $202,044 - $244,612	-984 Reduced 21.58%	3,575 $757,000
Q4 2020 Feb 17, 2021	SELL	$220.15 - $267.07 $135,172 - $163,980	-614 Reduced 11.87%	4,559 $1.02 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $86,447 - $131,062	-466 Reduced 8.26%	5,173 $1.3 Million
Q2 2020 Aug 07, 2020	SELL	$134.06 - $191.65 $235,811 - $337,112	-1,759 Reduced 23.78%	5,639 $1.06 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $4,350 - $6,767	-35 Reduced 0.47%	7,398 $1.07 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $79,847 - $92,553	561 Added 8.16%	7,433 $1.21 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $334,908 - $383,448	2,397 Added 53.56%	6,872 $1.02 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $38,451 - $43,979	265 Added 6.29%	4,475 $679,000
Q1 2019 May 08, 2019	SELL	$130.4 - $166.95 $14,996 - $19,199	-115 Reduced 2.66%	4,210 $666,000
Q4 2018 Feb 13, 2019	SELL	$120.67 - $159.86 $130,323 - $172,648	-1,080 Reduced 19.98%	4,325 $592,000
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $13,715 - $16,043	-100 Reduced 1.82%	5,405 $860,000
Q2 2018 Aug 01, 2018	BUY	$115.3 - $139.8 $2,536 - $3,075	22 Added 0.4%	5,505 $751,000
Q1 2018 May 17, 2018	SELL	$104.03 - $127.99 $12,691 - $15,614	-122 Reduced 2.18%	5,483 $637,000
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $5,166 - $5,984	-55 Reduced 0.97%	5,605 $573,000
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $495,985 - $553,038	5,660	5,660 $529,000

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

15.7M

Put Options Held

16M

Vanguard Group Inc Valley Forge, PA

86.3M
Shares

$24.2 Billion
0.43% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$20.9 Billion
0.44% of portfolio
State Street Corp Boston, MA

48.1M
Shares

$13.5 Billion
0.55% of portfolio
Capital Research Global Investors Los Angeles, CA

24.2M
Shares

$6.79 Billion
1.4% of portfolio
Geode Capital Management, LLC Boston, MA

19.5M
Shares

$5.48 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $281B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Israel Discount Bank Of New York, based on Form 13F filings with the SEC.

News

Stay updated on Israel Discount Bank Of New York with notifications on news.

Account