Kaizen Financial Strategies Salesforce, Inc. Transaction History

Kaizen Financial Strategies

$175 Million
Q1 2024

A detailed history of Kaizen Financial Strategies transactions in Salesforce, Inc. stock. As of the latest transaction made, Kaizen Financial Strategies holds 6,722 shares of CRM stock, worth $1.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

6,722

Previous 6,726 0.06%

Holding current value

$1.7 Million

Previous $1.77 Million 14.41%

% of portfolio

1.16%

Previous 1.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$251.12 - $316.88 $1,004 - $1,267	-4 Reduced 0.06%	6,722 $2.02 Million
Q4 2023 Jan 18, 2024	SELL	$196.25 - $267.25 $86,546 - $117,857	-441 Reduced 6.15%	6,726 $1.77 Million
Q3 2023 Oct 31, 2023	SELL	$202.49 - $234.37 $53,659 - $62,108	-265 Reduced 3.57%	7,167 $1.45 Million
Q2 2023 Aug 07, 2023	SELL	$188.89 - $223.38 $89,344 - $105,658	-473 Reduced 5.98%	7,432 $1.57 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $46,101 - $68,324	-342 Reduced 4.15%	7,905 $1.58 Million

Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $480,787 - $619,762	-3,750 Reduced 31.26%	8,247 $0
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $6,185 - $8,224	-43 Reduced 0.36%	11,997 $1.73 Million
Q2 2022 Jul 18, 2022	BUY	$155.6 - $218.85 $18,983 - $26,699	122 Added 1.02%	12,040 $1.99 Million
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $198,352 - $265,933	1,041 Added 9.57%	11,918 $2.53 Million
Q4 2021 Jan 26, 2022	BUY	$247.21 - $309.96 $729,022 - $914,072	2,949 Added 37.2%	10,877 $2.76 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $927,632 - $1.12 Million	-3,905 Reduced 33.0%	7,928 $2.15 Million
Q1 2021 May 28, 2021	BUY	$205.33 - $248.59 $229,969 - $278,420	1,120 Added 10.45%	11,833 $2.51 Million
Q4 2020 Feb 03, 2021	BUY	$220.15 - $267.07 $2.36 Million - $2.86 Million	10,713 New	10,713 $2.38 Million

Others Institutions Holding CRM

# of Institutions

3,001

Shares Held

739M

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 $253B
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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Salesforce, Inc. Transaction History