Laffer Tengler Investments Salesforce, Inc. Transaction History

Laffer Tengler Investments

$494 Billion
Q3 2024

A detailed history of Laffer Tengler Investments transactions in Salesforce, Inc. stock. As of the latest transaction made, Laffer Tengler Investments holds 2,086 shares of CRM stock, worth $678,492. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,086

Previous 2,139 2.48%

Holding current value

$678,492

Previous $550 Million 3.82%

% of portfolio

0.12%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $12,636 - $14,656	-53 Reduced 2.48%	2,086 $571 Million
Q2 2024 Aug 14, 2024	SELL	$218.01 - $304.74 $516,029 - $721,319	-2,367 Reduced 52.53%	2,139 $550 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $424,895 - $536,160	-1,692 Reduced 27.3%	4,506 $1.36 Billion
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $115,395 - $157,143	588 Added 10.48%	6,198 $1.63 Billion
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $246,835 - $285,697	-1,219 Reduced 17.85%	5,610 $1.14 Billion
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $1.29 Million - $1.53 Million	6,829 New	6,829 $1.44 Billion
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $576,944 - $855,058	-4,280 Reduced 38.98%	6,699 $1.34 Billion
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $143,723 - $185,267	1,121 Added 11.37%	10,979 $1.46 Billion
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $65,591 - $87,219	-456 Reduced 4.42%	9,858 $1.42 Billion
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $221,885 - $312,080	1,426 Added 16.04%	10,314 $1.7 Billion
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $31,820 - $42,661	167 Added 1.91%	8,888 $1.89 Billion
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $54,386 - $68,191	220 Added 2.59%	8,721 $2.22 Billion
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $331,857 - $399,025	1,397 Added 19.66%	8,501 $2.31 Billion
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $1.52 Million - $1.78 Million	-7,228 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $829,122 - $1 Million	4,038 Added 126.58%	7,228 $1.53 Billion
Q4 2020 Jun 11, 2021	BUY	$220.15 - $267.07 $169,515 - $205,643	770 Added 31.82%	3,190 $709 Million
Q4 2020 Feb 19, 2021	BUY	$220.15 - $267.07 $23,776 - $28,843	108 Added 4.67%	2,420 $539 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $31,165 - $47,250	168 Added 7.84%	2,312 $581 Million
Q2 2020 Jun 11, 2021	BUY	$134.06 - $191.65 $103,226 - $147,570	770 Added 56.04%	2,144 $402 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $66,493 - $95,058	496 Added 56.49%	1,374 $257 Million
Q1 2020 Apr 28, 2020	BUY	$124.3 - $193.36 $54,816 - $85,271	441 Added 100.92%	878 $126 Million
Q4 2019 Feb 20, 2020	BUY	$142.33 - $164.98 $62,198 - $72,096	437 New	437 $71.1 Million

Others Institutions Holding CRM

# of Institutions

2,944

Shares Held

728M

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 $325B
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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Laffer Tengler Investments Salesforce, Inc. Transaction History