Mar Vista Investment Partners LLC Salesforce, Inc. Transaction History

Mar Vista Investment Partners LLC

$1.93 Billion
Q2 2024

A detailed history of Mar Vista Investment Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mar Vista Investment Partners LLC holds 273,665 shares of CRM stock, worth $76.5 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

273,665

Previous 307,785 11.09%

Holding current value

$76.5 Million

Previous $92.7 Million 24.1%

% of portfolio

3.64%

Previous 4.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$218.01 - $304.74 $7.44 Million - $10.4 Million	-34,120 Reduced 11.09%	273,665 $70.4 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $1.64 Million - $2.07 Million	6,544 Added 2.17%	307,785 $92.7 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $9.19 Million - $12.5 Million	46,835 Added 18.41%	301,241 $79.3 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $3.05 Million - $3.53 Million	-15,074 Reduced 5.59%	254,406 $51.6 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $2.56 Million - $3.03 Million	-13,568 Reduced 4.79%	269,480 $56.9 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $468,564 - $694,435	3,476 Added 1.24%	283,048 $56.5 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $3.07 Million - $3.96 Million	-23,952 Reduced 7.89%	279,572 $37.1 Million
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $317,023 - $421,559	2,204 Added 0.73%	303,524 $43.7 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $5.98 Million - $8.41 Million	-38,413 Reduced 11.31%	301,320 $49.7 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $4.16 Million - $5.58 Million	21,849 Added 6.87%	339,733 $72.1 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $16.7 Million - $21 Million	-67,646 Reduced 17.55%	317,884 $80.8 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $4.46 Million - $5.36 Million	-18,765 Reduced 4.64%	385,530 $105 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $12.1 Million - $14.2 Million	-57,548 Reduced 12.46%	404,295 $98.8 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $3.66 Million - $4.43 Million	17,825 Added 4.01%	461,843 $97.9 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $5.45 Million - $6.61 Million	-24,743 Reduced 5.28%	444,018 $98.8 Million
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $3.2 Million - $4.86 Million	-17,266 Reduced 3.55%	468,761 $118 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $10.2 Million - $14.6 Million	76,124 Added 18.57%	486,027 $91 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $51 Million - $79.3 Million	409,903 New	409,903 $59 Million

Others Institutions Holding CRM

# of Institutions

2,898

Shares Held

745M

Call Options Held

15.7M

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 $279B
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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Mar Vista Investment Partners LLC Salesforce, Inc. Transaction History