Janney Capital Management LLC Salesforce, Inc. Transaction History

Janney Capital Management LLC

$1.48 Billion
Q3 2024

A detailed history of Janney Capital Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Janney Capital Management LLC holds 1,299 shares of CRM stock, worth $430,813. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,299

Previous 1,246 4.25%

Holding current value

$430,813

Previous $320,000 11.25%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$238.42 - $276.53 $12,636 - $14,656	53 Added 4.25%	1,299 $356,000
Q2 2024 Jul 25, 2024	SELL	$218.01 - $304.74 $277,526 - $387,934	-1,273 Reduced 50.54%	1,246 $320,000
Q1 2024 May 01, 2024	SELL	$251.12 - $316.88 $117,775 - $148,616	-469 Reduced 15.7%	2,519 $759,000
Q4 2023 Feb 07, 2024	SELL	$196.25 - $267.25 $4,710 - $6,414	-24 Reduced 0.8%	2,988 $786,000
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $20,046 - $23,202	99 Added 3.4%	3,012 $611,000
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $11,900 - $14,072	63 Added 2.21%	2,913 $615,000
Q1 2023 Apr 28, 2023	BUY	$134.8 - $199.78 $3,235 - $4,794	24 Added 0.85%	2,850 $569,000
Q4 2022 Feb 01, 2023	BUY	$128.21 - $165.27 $97,952 - $126,266	764 Added 37.05%	2,826 $375,000
Q3 2022 Oct 25, 2022	BUY	$143.84 - $191.27 $5,465 - $7,268	38 Added 1.88%	2,062 $297,000
Q2 2022 Aug 03, 2022	BUY	$155.6 - $218.85 $84,335 - $118,616	542 Added 36.57%	2,024 $334,000
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $17,339 - $23,246	91 Added 6.54%	1,482 $315,000
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $67,488 - $84,619	273 Added 24.42%	1,391 $353,000
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $4,513 - $5,426	19 Added 1.73%	1,118 $303,000
Q2 2021 Jul 26, 2021	BUY	$210.54 - $246.26 $2,737 - $3,201	13 Added 1.2%	1,099 $268,000
Q1 2021 Apr 27, 2021	SELL	$205.33 - $248.59 $8.47 Million - $10.3 Million	-41,262 Reduced 97.44%	1,086 $230,000
Q4 2020 Jan 25, 2021	SELL	$220.15 - $267.07 $202,758 - $245,971	-921 Reduced 2.13%	42,348 $9.42 Million
Q3 2020 Nov 06, 2020	SELL	$185.51 - $281.25 $326,312 - $494,718	-1,759 Reduced 3.91%	43,269 $10.9 Million
Q2 2020 Jul 23, 2020	SELL	$134.06 - $191.65 $4.75 Million - $6.79 Million	-35,449 Reduced 44.05%	45,028 $8.44 Million
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $11 Million - $12.9 Million	80,477 New	80,477 $0

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

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...

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Janney Capital Management LLC Salesforce, Inc. Transaction History