Krilogy Financial LLC Salesforce, Inc. Transaction History

Krilogy Financial LLC

$1.35 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $457,915 - $678,652	3,397 Added 68.63%	8,347 $1.67 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $466,427 - $601,252	-3,638 Reduced 42.36%	4,950 $656,000
Q3 2022 Oct 06, 2022	BUY	$143.84 - $191.27 $28,192 - $37,488	196 Added 2.34%	8,588 $1.24 Million
Q2 2022 Jul 14, 2022	SELL	$155.6 - $218.85 $30,186 - $42,456	-194 Reduced 2.26%	8,392 $1.39 Million
Q1 2022 Apr 28, 2022	BUY	$190.54 - $255.46 $116,229 - $155,830	610 Added 7.65%	8,586 $1.82 Million
Q4 2021 Jan 27, 2022	SELL	$247.21 - $309.96 $19,282 - $24,176	-78 Reduced 0.97%	7,976 $2.03 Million
Q3 2021 Oct 25, 2021	BUY	$237.55 - $285.63 $22,567 - $27,134	95 Added 1.19%	8,054 $2.18 Million
Q2 2021 Jul 20, 2021	BUY	$210.54 - $246.26 $11,158 - $13,051	53 Added 0.67%	7,959 $1.94 Million
Q1 2021 Apr 21, 2021	BUY	$205.33 - $248.59 $689,703 - $835,013	3,359 Added 73.87%	7,906 $1.68 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $137,593 - $166,918	625 Added 15.94%	4,547 $1.01 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $60,476 - $91,687	-326 Reduced 7.67%	3,922 $986,000
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $569,486 - $814,129	4,248 New	4,248 $795,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $15,083 - $19,982	-125 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $17,143 - $20,053	125 New	125 $20,000
Q2 2018 Aug 15, 2018	SELL	$115.3 - $139.8 $14,412 - $17,475	-125 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $5,201 - $6,399	-50 Reduced 28.57%	125 $15,000
Q3 2017 Nov 15, 2017	SELL	$87.63 - $97.71 $17,526 - $19,542	-200 Reduced 53.33%	175 $16,000
Q2 2017 Aug 15, 2017	BUY	N/A	375	375 $32,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.5 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.3 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.6 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.26 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.71 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $339B
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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