Mcdaniel Terry & CO Salesforce, Inc. Transaction History

Mcdaniel Terry & CO

$1.15 Billion
Q2 2024

A detailed history of Mcdaniel Terry & CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Mcdaniel Terry & CO holds 1,822 shares of CRM stock, worth $523,861. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,822

Previous 1,742 4.59%

Holding current value

$523,861

Previous $525,000 10.67%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$218.01 - $304.74 $17,440 - $24,379	80 Added 4.59%	1,822 $469,000
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $203,909 - $257,306	812 Added 87.31%	1,742 $525,000
Q4 2023 Jan 24, 2024	SELL	$196.25 - $267.25 $31,988 - $43,561	-163 Reduced 14.91%	930 $245,000
Q3 2023 Oct 23, 2023	SELL	$202.49 - $234.37 $8,504 - $9,843	-42 Reduced 3.7%	1,093 $222,000
Q2 2023 Jul 21, 2023	SELL	$188.89 - $223.38 $5,666 - $6,701	-30 Reduced 2.58%	1,135 $240,000
Q1 2023 May 05, 2023	SELL	$134.8 - $199.78 $68,882 - $102,087	-511 Reduced 30.49%	1,165 $233,000
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $307,447 - $396,317	-2,398 Reduced 58.86%	1,676 $222,000
Q3 2022 Oct 06, 2022	SELL	$143.84 - $191.27 $75,659 - $100,608	-526 Reduced 11.43%	4,074 $586,000
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $933 - $1,313	6 Added 0.13%	4,600 $759,000
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $186,538 - $250,095	979 Added 27.08%	4,594 $975,000
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $142,640 - $178,846	577 Added 18.99%	3,615 $919,000
Q3 2021 Dec 06, 2021	BUY	$237.55 - $285.63 $57,487 - $69,122	242 Added 8.66%	3,038 $824,000
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $64,635 - $75,601	307 Added 12.33%	2,796 $683,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $251,323 - $304,274	1,224 Added 96.76%	2,489 $527,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $58,339 - $70,773	265 Added 26.5%	1,265 $282,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $185,510 - $281,250	1,000 New	1,000 $251,000
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $268,120 - $383,300	-2,000 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $279,440 - $319,940	2,000 New	2,000 $297,000

Others Institutions Holding CRM

# of Institutions

2,896

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 $288B
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 Mcdaniel Terry & CO, based on Form 13F filings with the SEC.

News

Stay updated on Mcdaniel Terry & CO with notifications on news.

Account

Mcdaniel Terry & CO Salesforce, Inc. Transaction History