Kerrisdale Advisers, LLC Salesforce, Inc. Transaction History

Kerrisdale Advisers, LLC

$221 Million
Q1 2025

A detailed history of Kerrisdale Advisers, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kerrisdale Advisers, LLC holds 7,384 shares of CRM stock, worth $2.04 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

7,384

Previous 11,106 33.51%

Holding current value

$2.04 Million

Previous $3.71 Million 46.65%

% of portfolio

0.9%

Previous 1.36%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$268.36 - $359.95 $998,835 - $1.34 Million	-3,722 Reduced 33.51%	7,384 $1.98 Million
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $1.34 Million - $1.82 Million	-4,935 Reduced 30.76%	11,106 $3.71 Million
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $145,436 - $168,683	-610 Reduced 3.66%	16,041 $4.39 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $804,456 - $1.12 Million	3,690 Added 28.47%	16,651 $4.28 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $2.39 Million - $3.01 Million	-9,508 Reduced 42.32%	12,961 $3.9 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $691,977 - $942,323	3,526 Added 18.61%	22,469 $5.91 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $3.84 Million - $4.44 Million	18,943 New	18,943 $3.84 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $1.54 Million - $2.28 Million	-11,425 Reduced 85.39%	1,955 $390,000
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $448,735 - $578,445	3,500 Added 35.43%	13,380 $1.77 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $6.76 Million - $8.99 Million	-47,013 Reduced 82.63%	9,880 $1.42 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $3.66 Million - $5.15 Million	23,547 Added 70.61%	56,893 $9.39 Million
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $7.63 Million - $10.2 Million	-40,031 Reduced 54.56%	33,346 $7.08 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $13.3 Million - $16.7 Million	-53,936 Reduced 42.36%	73,377 $18.6 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $11.3 Million - $13.5 Million	-47,370 Reduced 27.12%	127,313 $34.5 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $14.8 Million - $17.3 Million	70,426 Added 67.55%	174,683 $42.7 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $6.8 Million - $8.23 Million	33,100 Added 46.52%	104,257 $22.1 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $10.2 Million - $12.3 Million	46,157 Added 184.63%	71,157 $15.8 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $2.78 Million - $4.22 Million	15,000 Added 150.0%	25,000 $6.28 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $1.34 Million - $1.92 Million	10,000 New	10,000 $1.87 Million
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $652,000 - $834,750	-5,000 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $603,350 - $799,300	5,000 New	5,000 $685,000

Others Institutions Holding CRM

# of Institutions

3,353

Shares Held

768M

Call Options Held

20M

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 $276B
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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Kerrisdale Advisers, LLC Salesforce, Inc. Transaction History