Lindbrook Capital, LLC Salesforce, Inc. Transaction History

Lindbrook Capital, LLC

$1.06 Billion
Q2 2024

A detailed history of Lindbrook Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lindbrook Capital, LLC holds 5,615 shares of CRM stock, worth $1.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,615

Previous 6,008 6.54%

Holding current value

$1.5 Million

Previous $1.81 Million 20.23%

% of portfolio

0.14%

Previous 0.17%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$218.01 - $304.74 $85,677 - $119,762	-393 Reduced 6.54%	5,615 $1.44 Million
Q1 2024 Apr 25, 2024	SELL	$251.12 - $316.88 $19,838 - $25,033	-79 Reduced 1.3%	6,008 $1.81 Million
Q4 2023 Jan 31, 2024	BUY	$196.25 - $267.25 $109,115 - $148,591	556 Added 10.05%	6,087 $1.6 Million
Q3 2023 Oct 25, 2023	SELL	$202.49 - $234.37 $253,314 - $293,196	-1,251 Reduced 18.45%	5,531 $1.12 Million
Q2 2023 Jul 28, 2023	BUY	$188.89 - $223.38 $345,290 - $408,338	1,828 Added 36.9%	6,782 $1.43 Million
Q1 2023 Apr 26, 2023	BUY	$134.8 - $199.78 $171,870 - $254,719	1,275 Added 34.66%	4,954 $989,000
Q4 2022 Jan 24, 2023	SELL	$128.21 - $165.27 $316,678 - $408,216	-2,470 Reduced 40.17%	3,679 $0
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $95,941 - $127,577	-667 Reduced 9.79%	6,149 $884,000
Q2 2022 Aug 01, 2022	BUY	$155.6 - $218.85 $160,112 - $225,196	1,029 Added 17.78%	6,816 $1.13 Million
Q1 2022 Apr 21, 2022	SELL	$190.54 - $255.46 $39,060 - $52,369	-205 Reduced 3.42%	5,787 $1.23 Million
Q4 2021 Jan 18, 2022	BUY	$247.21 - $309.96 $592,562 - $742,974	2,397 Added 66.68%	5,992 $1.52 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $111,648 - $134,246	470 Added 15.04%	3,595 $975,000
Q2 2021 Jul 27, 2021	BUY	$210.54 - $246.26 $1,684 - $1,970	8 Added 0.26%	3,125 $763,000
Q1 2021 Apr 28, 2021	SELL	$205.33 - $248.59 $119,912 - $145,176	-584 Reduced 15.78%	3,117 $660,000
Q4 2020 Jan 27, 2021	SELL	$220.15 - $267.07 $79,254 - $96,145	-360 Reduced 8.86%	3,701 $824,000
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $10,945 - $16,593	59 Added 1.47%	4,061 $1.02 Million
Q2 2020 Jul 27, 2020	BUY	$134.06 - $191.65 $938 - $1,341	7 Added 0.18%	4,002 $750,000
Q1 2020 Apr 22, 2020	SELL	$124.3 - $193.36 $34,431 - $53,560	-277 Reduced 6.48%	3,995 $575,000
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $4,554 - $5,279	32 Added 0.75%	4,272 $695,000
Q3 2019 Oct 31, 2019	BUY	$139.72 - $159.97 $388,421 - $444,716	2,780 Added 190.41%	4,240 $629,000
Q2 2019 Jul 24, 2019	BUY	$145.1 - $165.96 $4,353 - $4,978	30 Added 2.1%	1,460 $221,000
Q1 2019 Apr 23, 2019	BUY	$130.4 - $166.95 $17,473 - $22,371	134 Added 10.34%	1,430 $226,000
Q4 2018 Feb 07, 2019	BUY	$120.67 - $159.86 $156,388 - $207,178	1,296 New	1,296 $177,000

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...

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Lindbrook Capital, LLC Salesforce, Inc. Transaction History