Moody Lynn & Lieberson, LLC Salesforce, Inc. Transaction History

Moody Lynn & Lieberson, LLC

$1.47 Billion
Q2 2024

A detailed history of Moody Lynn & Lieberson, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 5,296 shares of CRM stock, worth $1.51 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,296

Previous 19,004 72.13%

Holding current value

$1.51 Million

Previous $5.72 Million 76.22%

% of portfolio

0.09%

Previous 0.4%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$218.01 - $304.74 $2.99 Million - $4.18 Million	-13,708 Reduced 72.13%	5,296 $1.36 Million
Q1 2024 Apr 23, 2024	BUY	$251.12 - $316.88 $3.02 Million - $3.81 Million	12,038 Added 172.81%	19,004 $5.72 Million
Q4 2023 Jan 24, 2024	BUY	$196.25 - $267.25 $70,650 - $96,210	360 Added 5.45%	6,966 $1.83 Million
Q3 2023 Oct 24, 2023	SELL	$202.49 - $234.37 $3.05 Million - $3.53 Million	-15,077 Reduced 69.53%	6,606 $1.34 Million
Q2 2023 Jul 27, 2023	BUY	$188.89 - $223.38 $3.16 Million - $3.73 Million	16,712 Added 336.19%	21,683 $4.58 Million
Q1 2023 May 02, 2023	SELL	$134.8 - $199.78 $74,140 - $109,879	-550 Reduced 9.96%	4,971 $993,000
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $641 - $826	-5 Reduced 0.09%	5,521 $732,000
Q3 2022 Oct 26, 2022	SELL	$143.84 - $191.27 $1.98 Million - $2.63 Million	-13,750 Reduced 71.33%	5,526 $795,000
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $2.12 Million - $2.99 Million	13,640 Added 242.02%	19,276 $3.18 Million
Q1 2022 Apr 27, 2022	SELL	$190.54 - $255.46 $3.43 Million - $4.6 Million	-18,025 Reduced 76.18%	5,636 $1.2 Million
Q4 2021 Jan 26, 2022	SELL	$247.21 - $309.96 $686,007 - $860,139	-2,775 Reduced 10.5%	23,661 $6.01 Million
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $4.91 Million - $5.9 Million	20,663 Added 357.92%	26,436 $7.17 Million
Q2 2021 Jul 28, 2021	SELL	$210.54 - $246.26 $11,579 - $13,544	-55 Reduced 0.94%	5,773 $1.41 Million
Q1 2021 Apr 23, 2021	SELL	$205.33 - $248.59 $6.3 Million - $7.63 Million	-30,674 Reduced 84.03%	5,828 $1.24 Million
Q4 2020 Jan 26, 2021	SELL	$220.15 - $267.07 $89,601 - $108,697	-407 Reduced 1.1%	36,502 $8.12 Million
Q3 2020 Oct 28, 2020	SELL	$185.51 - $281.25 $4.03 Million - $6.1 Million	-21,704 Reduced 37.03%	36,909 $9.28 Million
Q2 2020 Jul 24, 2020	BUY	$134.06 - $191.65 $2.09 Million - $2.99 Million	15,611 Added 36.3%	58,613 $11 Million
Q1 2020 Apr 30, 2020	BUY	$124.3 - $193.36 $1.71 Million - $2.65 Million	13,725 Added 46.88%	43,002 $6.19 Million
Q4 2019 Jan 28, 2020	SELL	$142.33 - $164.98 $1.77 Million - $2.05 Million	-12,404 Reduced 29.76%	29,277 $4.76 Million
Q3 2019 Oct 28, 2019	SELL	$139.72 - $159.97 $969,097 - $1.11 Million	-6,936 Reduced 14.27%	41,681 $6.19 Million
Q2 2019 Jul 23, 2019	SELL	$145.1 - $165.96 $5.95 Million - $6.8 Million	-40,994 Reduced 45.75%	48,617 $7.38 Million
Q1 2019 Apr 23, 2019	BUY	$130.4 - $166.95 $8.89 Million - $11.4 Million	68,179 Added 318.12%	89,611 $14.2 Million
Q4 2018 Jan 29, 2019	SELL	$120.67 - $159.86 $4.56 Million - $6.04 Million	-37,810 Reduced 63.82%	21,432 $2.94 Million
Q3 2018 Oct 29, 2018	SELL	$137.15 - $160.43 $1 Million - $1.17 Million	-7,324 Reduced 11.0%	59,242 $9.42 Million
Q2 2018 Jul 24, 2018	BUY	$115.3 - $139.8 $1.06 Million - $1.28 Million	9,189 Added 16.02%	66,566 $9.08 Million
Q1 2018 Apr 27, 2018	SELL	$104.03 - $127.99 $698,353 - $859,196	-6,713 Reduced 10.47%	57,377 $6.67 Million
Q4 2017 Feb 02, 2018	BUY	$93.94 - $108.8 $441,518 - $511,360	4,700 Added 7.91%	64,090 $7.19 Million
Q3 2017 Nov 06, 2017	BUY	$87.63 - $97.71 $5.2 Million - $5.8 Million	59,390	59,390 $5.55 Million

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 $285B
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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Moody Lynn & Lieberson, LLC Salesforce, Inc. Transaction History