Loring Wolcott & Coolidge Fiduciary Advisors LLP Salesforce, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 323,992 shares of CRM stock, worth $111 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

323,992

Previous 449,843 27.98%

Holding current value

$111 Million

Previous $116 Million 23.32%

% of portfolio

0.8%

Previous 1.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$238.42 - $276.53 $30 Million - $34.8 Million	-125,851 Reduced 27.98%	323,992 $88.7 Million
Q2 2024 Jul 17, 2024	SELL	$218.01 - $304.74 $1.09 Million - $1.53 Million	-5,010 Reduced 1.1%	449,843 $116 Million
Q1 2024 Apr 23, 2024	SELL	$251.12 - $316.88 $3.77 Million - $4.75 Million	-15,000 Reduced 3.19%	454,853 $137 Million
Q4 2023 Feb 01, 2024	SELL	$196.25 - $267.25 $877,826 - $1.2 Million	-4,473 Reduced 0.94%	469,853 $124 Million
Q3 2023 Nov 03, 2023	SELL	$202.49 - $234.37 $5.33 Million - $6.17 Million	-26,326 Reduced 5.26%	474,326 $96.2 Million
Q2 2023 Aug 01, 2023	SELL	$188.89 - $223.38 $8.29 Million - $9.8 Million	-43,876 Reduced 8.06%	500,652 $106 Million
Q1 2023 May 02, 2023	SELL	$134.8 - $199.78 $2.81 Million - $4.17 Million	-20,855 Reduced 3.69%	544,528 $109 Million
Q4 2022 Mar 02, 2023	BUY	$128.21 - $165.27 $773,619 - $997,239	6,034 Added 1.08%	565,383 $75 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $11.6 Million - $15 Million	-90,855 Reduced 13.97%	559,349 $87.2 Million
Q3 2022 Oct 25, 2022	SELL	$143.84 - $191.27 $5.48 Million - $7.28 Million	-38,067 Reduced 5.53%	650,204 $93.5 Million
Q2 2022 Jul 26, 2022	SELL	$155.6 - $218.85 $94,760 - $133,279	-609 Reduced 0.09%	688,271 $114 Million
Q1 2022 Apr 13, 2022	BUY	$190.54 - $255.46 $982,233 - $1.32 Million	5,155 Added 0.75%	688,880 $146 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $1.14 Million - $1.43 Million	4,601 Added 0.68%	683,725 $174 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $1.47 Million - $1.76 Million	6,168 Added 0.92%	679,124 $184 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $1.82 Million - $2.12 Million	8,621 Added 1.3%	672,956 $164 Million
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $2.82 Million - $3.42 Million	13,743 Added 2.11%	664,335 $141 Million
Q4 2020 Jan 14, 2021	SELL	$220.15 - $267.07 $177,440 - $215,258	-806 Reduced 0.12%	650,592 $145 Million
Q3 2020 Oct 15, 2020	BUY	$185.51 - $281.25 $3.56 Million - $5.4 Million	19,191 Added 3.04%	651,398 $164 Million
Q2 2020 Jul 30, 2020	BUY	$134.06 - $191.65 $1.65 Million - $2.37 Million	12,343 Added 1.99%	632,207 $118 Million
Q1 2020 Apr 15, 2020	BUY	$124.3 - $193.36 $5.7 Million - $8.87 Million	45,897 Added 8.0%	619,864 $89.2 Million
Q4 2019 Jan 22, 2020	BUY	$142.33 - $164.98 $7.79 Million - $9.03 Million	54,736 Added 10.54%	573,967 $93.4 Million
Q3 2019 Nov 05, 2019	BUY	$139.72 - $159.97 $17.3 Million - $19.8 Million	123,548 Added 31.22%	519,231 $77.1 Million
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $12.3 Million - $14.1 Million	84,836 Added 27.29%	395,683 $60 Million
Q1 2019 Apr 08, 2019	BUY	$130.4 - $166.95 $2.9 Million - $3.72 Million	22,270 Added 7.72%	310,847 $49.2 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $20.9 Million - $27.7 Million	173,003 Added 149.69%	288,577 $39.5 Million
Q3 2018 Oct 31, 2018	BUY	$137.15 - $160.43 $14.2 Million - $16.6 Million	103,521 Added 858.88%	115,574 $18.4 Million
Q2 2018 Aug 07, 2018	BUY	$115.3 - $139.8 $1.22 Million - $1.48 Million	10,558 Added 706.22%	12,053 $1.64 Million
Q1 2018 Apr 20, 2018	BUY	$104.03 - $127.99 $12,483 - $15,358	120 Added 8.73%	1,495 $174,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,375	1,375 $0

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $344B
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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Loring Wolcott & Coolidge Fiduciary Advisors LLP Salesforce, Inc. Transaction History