Kmg Fiduciary Partners, LLC Salesforce, Inc. Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 24,099 shares of CRM stock, worth $8.28 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

24,099

Previous 23,401 2.98%

Holding current value

$8.28 Million

Previous $6.02 Million 9.64%

% of portfolio

0.58%

Previous 0.59%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$238.42 - $276.53 $166,417 - $193,017	698 Added 2.98%	24,099 $6.6 Million
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $319,384 - $446,444	1,465 Added 6.68%	23,401 $6.02 Million
Q1 2024 Apr 10, 2024	BUY	$251.12 - $316.88 $1.09 Million - $1.38 Million	4,344 Added 24.69%	21,936 $6.61 Million
Q4 2023 Jan 10, 2024	BUY	$196.25 - $267.25 $82,425 - $112,245	420 Added 2.45%	17,592 $4.63 Million
Q3 2023 Oct 25, 2023	BUY	$202.49 - $234.37 $77,148 - $89,294	381 Added 2.27%	17,172 $3.48 Million
Q2 2023 Jul 14, 2023	BUY	$188.89 - $223.38 $85,000 - $100,521	450 Added 2.75%	16,791 $3.55 Million
Q1 2023 Apr 13, 2023	SELL	$134.8 - $199.78 $6,200 - $9,189	-46 Reduced 0.28%	16,341 $3.26 Million
Q4 2022 Jan 12, 2023	SELL	$128.21 - $165.27 $81,285 - $104,781	-634 Reduced 3.72%	16,387 $0
Q3 2022 Oct 27, 2022	SELL	$143.84 - $191.27 $37,973 - $50,495	-264 Reduced 1.53%	17,021 $2.45 Million
Q2 2022 Jul 13, 2022	SELL	$155.6 - $218.85 $269,810 - $379,485	-1,734 Reduced 9.12%	17,285 $2.85 Million
Q1 2022 Apr 19, 2022	SELL	$190.54 - $255.46 $414,233 - $555,370	-2,174 Reduced 10.26%	19,019 $4.04 Million
Q4 2021 Jan 12, 2022	BUY	$247.21 - $309.96 $1,730 - $2,169	7 Added 0.03%	21,193 $5.39 Million
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $1.15 Million - $1.39 Million	4,851 Added 29.7%	21,186 $5.75 Million
Q2 2021 Jul 20, 2021	BUY	$210.54 - $246.26 $65,688 - $76,833	312 Added 1.95%	16,335 $3.99 Million
Q1 2021 Apr 08, 2021	BUY	$205.33 - $248.59 $320,109 - $387,551	1,559 Added 10.78%	16,023 $3.4 Million
Q4 2020 Jan 13, 2021	BUY	$220.15 - $267.07 $627,647 - $761,416	2,851 Added 24.55%	14,464 $3.2 Million
Q3 2020 Oct 13, 2020	SELL	$185.51 - $281.25 $325,570 - $493,593	-1,755 Reduced 13.13%	11,613 $2.92 Million
Q2 2020 Jul 22, 2020	SELL	$134.06 - $191.65 $57,243 - $81,834	-427 Reduced 3.1%	13,368 $2.5 Million
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $951,019 - $1.48 Million	7,651 Added 124.53%	13,795 $1.99 Million
Q4 2019 Jan 29, 2020	SELL	$142.33 - $164.98 $49,815 - $57,743	-350 Reduced 5.39%	6,144 $999,000
Q3 2019 Oct 15, 2019	SELL	$139.72 - $159.97 $181,216 - $207,481	-1,297 Reduced 16.65%	6,494 $964,000
Q1 2019 Apr 16, 2019	BUY	$130.4 - $166.95 $11,084 - $14,190	85 Added 1.1%	7,791 $1.23 Million
Q4 2018 Apr 15, 2019	BUY	$120.67 - $159.86 $929,883 - $1.23 Million	7,706 New	7,706 $1.06 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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

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Kmg Fiduciary Partners, LLC Salesforce, Inc. Transaction History