Lake Street Financial LLC Salesforce, Inc. Transaction History

Lake Street Financial LLC

$713 Million
Q1 2024

A detailed history of Lake Street Financial LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lake Street Financial LLC holds 10,060 shares of CRM stock, worth $2.63 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

10,060

Previous 10,690 5.89%

Holding current value

$2.63 Million

Previous $2.81 Million 7.72%

% of portfolio

0.42%

Previous 0.45%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$251.12 - $316.88 $158,205 - $199,634	-630 Reduced 5.89%	10,060 $3.03 Million
Q4 2023 Jan 10, 2024	BUY	$196.25 - $267.25 $764,197 - $1.04 Million	3,894 Added 57.3%	10,690 $2.81 Million
Q3 2023 Oct 20, 2023	BUY	$202.49 - $234.37 $87,273 - $101,013	431 Added 6.77%	6,796 $1.38 Million
Q2 2023 Jul 18, 2023	BUY	$188.89 - $223.38 $926,316 - $1.1 Million	4,904 Added 335.66%	6,365 $1.34 Million
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $11,727 - $17,380	-87 Reduced 5.62%	1,461 $291,000

Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $107,183 - $138,165	-836 Reduced 35.07%	1,548 $0
Q3 2022 Oct 21, 2022	SELL	$143.84 - $191.27 $18,411 - $24,482	-128 Reduced 5.1%	2,384 $343,000
Q2 2022 Jul 12, 2022	SELL	$155.6 - $218.85 $171,160 - $240,735	-1,100 Reduced 30.45%	2,512 $415,000
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $952 - $1,277	-5 Reduced 0.14%	3,612 $767,000
Q1 2022 Apr 29, 2022	SELL	$190.54 - $255.46 $2.31 Million - $3.1 Million	-12,141 Reduced 77.05%	3,617 $768,000
Q4 2021 Jan 24, 2022	BUY	$247.21 - $309.96 $419,515 - $526,002	1,697 Added 12.07%	15,758 $4.01 Million
Q3 2021 Oct 07, 2021	BUY	$237.55 - $285.63 $95,020 - $114,252	400 Added 2.93%	14,061 $3.81 Million
Q2 2021 Jul 14, 2021	BUY	$210.54 - $246.26 $55,582 - $65,012	264 Added 1.97%	13,661 $3.35 Million
Q1 2021 Apr 16, 2021	SELL	$205.33 - $248.59 $35,316 - $42,757	-172 Reduced 1.27%	13,397 $2.84 Million
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $79,254 - $96,145	360 Added 2.73%	13,569 $3.02 Million
Q3 2020 Oct 09, 2020	SELL	$185.51 - $281.25 $41,925 - $63,562	-226 Reduced 1.68%	13,209 $3.32 Million
Q2 2020 Jul 14, 2020	SELL	$134.06 - $191.65 $392,125 - $560,576	-2,925 Reduced 17.88%	13,435 $2.52 Million
Q1 2020 Apr 07, 2020	BUY	$124.3 - $193.36 $119,203 - $185,432	959 Added 6.23%	16,360 $2.36 Million
Q4 2019 Jan 13, 2020	BUY	$142.33 - $164.98 $43,695 - $50,648	307 Added 2.03%	15,401 $2.51 Million
Q3 2019 Oct 18, 2019	BUY	$139.72 - $159.97 $838 - $959	6 Added 0.04%	15,094 $2.24 Million
Q2 2019 Jul 29, 2019	BUY	$145.1 - $165.96 $135,523 - $155,006	934 Added 6.6%	15,088 $2.29 Million
Q1 2019 Apr 11, 2019	BUY	$130.4 - $166.95 $1.85 Million - $2.36 Million	14,154 New	14,154 $2.24 Million

Others Institutions Holding CRM

# of Institutions

2,997

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $261B
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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Lake Street Financial LLC Salesforce, Inc. Transaction History