Keel Point, LLC Salesforce, Inc. Transaction History

Keel Point, LLC

$1.28 Billion
Q1 2025

A detailed history of Keel Point, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Keel Point, LLC holds 6,656 shares of CRM stock, worth $1.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,656

Previous 5,940 12.05%

Holding current value

$1.6 Million

Previous $1.99 Million 10.03%

% of portfolio

0.14%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$268.36 - $359.95 $192,145 - $257,724	716 Added 12.05%	6,656 $1.79 Million
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $169,835 - $230,654	-627 Reduced 9.55%	5,940 $1.99 Million
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $5,722 - $6,636	-24 Reduced 0.36%	6,567 $1.8 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $217,355 - $303,825	997 Added 17.82%	6,591 $1.69 Million
Q1 2024 Apr 16, 2024	BUY	$251.12 - $316.88 $273,469 - $345,082	1,089 Added 24.17%	5,594 $1.68 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $164,457 - $223,955	-838 Reduced 15.68%	4,505 $1.19 Million
Q3 2023 Oct 26, 2023	BUY	$202.49 - $234.37 $554,822 - $642,173	2,740 Added 105.26%	5,343 $1.08 Million
Q2 2023 Jul 12, 2023	BUY	$188.89 - $223.38 $39,855 - $47,133	211 Added 8.82%	2,603 $549,000
Q1 2023 Apr 03, 2023	BUY	$134.8 - $199.78 $91,664 - $135,850	680 Added 39.72%	2,392 $477,000
Q4 2022 Jan 17, 2023	SELL	$128.21 - $165.27 $10,641 - $13,717	-83 Reduced 4.62%	1,712 $0
Q3 2022 Oct 05, 2022	SELL	$143.84 - $191.27 $7,623 - $10,137	-53 Reduced 2.87%	1,795 $258,000
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $4,823 - $6,784	-31 Reduced 1.65%	1,848 $349,000
Q1 2022 Apr 27, 2022	SELL	$190.54 - $255.46 $127,661 - $171,158	-670 Reduced 26.28%	1,879 $399,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $40,542 - $50,833	164 Added 6.88%	2,549 $647,000
Q3 2021 Nov 04, 2021	BUY	$237.55 - $285.63 $522,847 - $628,671	2,201 Added 1196.2%	2,385 $647,000
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $9,895 - $11,574	47 Added 2.07%	2,313 $565,000
Q2 2021 Aug 06, 2021	SELL	$210.54 - $246.26 $448,239 - $524,287	-2,129 Reduced 92.04%	184 $290,000
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $10,471 - $12,678	-51 Reduced 2.2%	2,266 $480,000
Q4 2020 Feb 10, 2021	SELL	$220.15 - $267.07 $14,970 - $18,160	-68 Reduced 2.85%	2,317 $516,000
Q3 2020 Nov 18, 2020	BUY	$185.51 - $281.25 $442,441 - $670,781	2,385 New	2,385 $599,000
Q4 2017 Feb 08, 2018	SELL	$93.94 - $108.8 $210,613 - $243,929	-2,242 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	$87.63 - $97.71 $196,466 - $219,065	2,242	2,242 $209,000

Others Institutions Holding CRM

# of Institutions

3,392

Shares Held

766M

Call Options Held

20.1M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $241B
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 Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.

Account