Mcdonald Partners LLC Salesforce, Inc. Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

A detailed history of Mcdonald Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mcdonald Partners LLC holds 912 shares of CRM stock, worth $311,648. This represents 0.06% of its overall portfolio holdings.

Number of Shares

912

Previous 901 1.22%

Holding current value

$311,648

Previous $231,000 7.79%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $2,622 - $3,041	11 Added 1.22%	912 $249,000
Q2 2024 Jul 17, 2024	SELL	$218.01 - $304.74 $5,014 - $7,009	-23 Reduced 2.49%	901 $231,000
Q1 2024 Apr 15, 2024	SELL	$251.12 - $316.88 $8,789 - $11,090	-35 Reduced 3.65%	924 $278,000
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $188,203 - $256,292	959 New	959 $252,000
Q2 2023 Jul 17, 2023	SELL	$188.89 - $223.38 $70,078 - $82,873	-371 Reduced 27.48%	979 $206,000
Q1 2023 Apr 19, 2023	SELL	$134.8 - $199.78 $63,086 - $93,497	-468 Reduced 25.74%	1,350 $269,000
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $21,282 - $27,434	-166 Reduced 8.37%	1,818 $0
Q3 2022 Oct 21, 2022	SELL	$143.84 - $191.27 $19,418 - $25,821	-135 Reduced 6.37%	1,984 $285,000
Q2 2022 Jul 25, 2022	SELL	$155.6 - $218.85 $622 - $875	-4 Reduced 0.19%	2,119 $350,000
Q1 2022 Apr 29, 2022	SELL	$190.54 - $255.46 $681,561 - $913,780	-3,577 Reduced 62.75%	2,123 $451,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $916,160 - $1.15 Million	3,706 Added 185.86%	5,700 $1.45 Million
Q3 2021 Nov 24, 2021	SELL	$237.55 - $285.63 $104,997 - $126,248	-442 Reduced 18.14%	1,994 $541,000
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $142,530 - $171,378	600 Added 32.68%	2,436 $661,000
Q2 2021 Nov 24, 2021	SELL	$210.54 - $246.26 $62,530 - $73,139	-297 Reduced 13.92%	1,836 $448,000
Q2 2021 Jul 23, 2021	BUY	$210.54 - $246.26 $89,690 - $104,906	426 Added 24.96%	2,133 $521,000
Q1 2021 Nov 24, 2021	SELL	$205.33 - $248.59 $74,329 - $89,989	-362 Reduced 17.5%	1,707 $362,000
Q1 2021 Apr 15, 2021	BUY	$205.33 - $248.59 $160,978 - $194,894	784 Added 61.01%	2,069 $438,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $282,892 - $343,184	1,285 New	1,285 $286,000

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 $342B
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 Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Account

Mcdonald Partners LLC Salesforce, Inc. Transaction History