Leelyn Smith, LLC Salesforce, Inc. Transaction History

Leelyn Smith, LLC

$516 Million
Q2 2024

A detailed history of Leelyn Smith, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Leelyn Smith, LLC holds 6,677 shares of CRM stock, worth $1.78 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,677

Previous 6,181 8.02%

Holding current value

$1.78 Million

Previous $1.86 Million 7.79%

% of portfolio

0.33%

Previous 0.37%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $108,132 - $151,151	496 Added 8.02%	6,677 $1.72 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $10,798 - $13,625	-43 Reduced 0.69%	6,181 $1.86 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $18,840 - $25,656	96 Added 1.57%	6,224 $1.64 Million
Q3 2023 Nov 06, 2023	SELL	$202.49 - $234.37 $21,058 - $24,374	-104 Reduced 1.67%	6,128 $1.24 Million
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $6,233 - $7,371	33 Added 0.53%	6,232 $1.32 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $54,594 - $80,910	405 Added 6.99%	6,199 $1.24 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $242,316 - $312,360	1,890 Added 48.41%	5,794 $768,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $173,902 - $231,245	-1,209 Reduced 23.65%	3,904 $562,000
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $35,010 - $49,241	225 Added 4.6%	5,113 $844,000
Q1 2022 May 11, 2022	BUY	$190.54 - $255.46 $17,529 - $23,502	92 Added 1.92%	4,888 $1.04 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $80,837 - $101,356	327 Added 7.32%	4,796 $1.22 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $57,962 - $69,693	-244 Reduced 5.18%	4,469 $1.21 Million
Q2 2021 Aug 31, 2021	SELL	$210.54 - $246.26 $263,175 - $307,825	-1,250 Reduced 20.96%	4,713 $1.15 Million
Q1 2021 May 05, 2021	BUY	$205.33 - $248.59 $143,115 - $173,267	697 Added 13.24%	5,963 $1.26 Million
Q4 2020 Jan 15, 2021	BUY	$220.15 - $267.07 $153,884 - $186,681	699 Added 15.31%	5,266 $1.17 Million
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $54,910 - $83,250	296 Added 6.93%	4,567 $1.15 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $117,704 - $168,268	878 Added 25.88%	4,271 $799,000
Q1 2020 May 06, 2020	BUY	$124.3 - $193.36 $44,126 - $68,642	355 Added 11.69%	3,393 $489,000
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $432,398 - $501,209	3,038 New	3,038 $494,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leelyn Smith, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leelyn Smith, LLC with notifications on news.

Account