Moseley Investment Management Inc Salesforce, Inc. Transaction History

Moseley Investment Management Inc

$212 Million
Q2 2024

A detailed history of Moseley Investment Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Moseley Investment Management Inc holds 3,725 shares of CRM stock, worth $908,862. This represents 0.45% of its overall portfolio holdings.

Number of Shares

3,725

Previous 3,903 4.56%

Holding current value

$908,862

Previous $1.18 Million 18.55%

% of portfolio

0.45%

Previous 0.59%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$218.01 - $304.74 $38,805 - $54,243	-178 Reduced 4.56%	3,725 $957,000
Q1 2024 Apr 04, 2024	SELL	$251.12 - $316.88 $64,788 - $81,755	-258 Reduced 6.2%	3,903 $1.18 Million
Q4 2023 Jan 25, 2024	SELL	$196.25 - $267.25 $70,061 - $95,408	-357 Reduced 7.9%	4,161 $1.09 Million
Q3 2023 Oct 16, 2023	SELL	$202.49 - $234.37 $8,302 - $9,609	-41 Reduced 0.9%	4,518 $916,000
Q2 2023 Jul 06, 2023	SELL	$188.89 - $223.38 $33,244 - $39,314	-176 Reduced 3.72%	4,559 $963,000
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $10,379 - $15,383	77 Added 1.65%	4,735 $945,000
Q4 2022 Jan 24, 2023	SELL	$128.21 - $165.27 $26,795 - $34,541	-209 Reduced 4.29%	4,658 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $4,171 - $5,546	29 Added 0.6%	4,867 $700,000
Q2 2022 Jul 15, 2022	SELL	$155.6 - $218.85 $85,113 - $119,710	-547 Reduced 10.16%	4,838 $798,000
Q1 2022 Apr 21, 2022	SELL	$190.54 - $255.46 $289,049 - $387,532	-1,517 Reduced 21.98%	5,385 $1.14 Million
Q4 2021 Jan 25, 2022	SELL	$247.21 - $309.96 $1,977 - $2,479	-8 Reduced 0.12%	6,902 $1.75 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $2,850 - $3,427	12 Added 0.17%	6,910 $1.9 Million
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $10,737 - $12,559	51 Added 0.74%	6,898 $1.69 Million
Q1 2021 Apr 19, 2021	BUY	$205.33 - $248.59 $255,225 - $308,997	1,243 Added 22.18%	6,847 $1.45 Million
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $117,560 - $142,615	534 Added 10.53%	5,604 $1.25 Million
Q3 2020 Nov 04, 2020	BUY	$185.51 - $281.25 $45,820 - $69,468	247 Added 5.12%	5,070 $1.27 Million
Q2 2020 Jul 24, 2020	BUY	$134.06 - $191.65 $15,014 - $21,464	112 Added 2.38%	4,823 $903,000
Q1 2020 Apr 20, 2020	SELL	$124.3 - $193.36 $16,904 - $26,296	-136 Reduced 2.81%	4,711 $678,000
Q4 2019 Jan 15, 2020	BUY	$142.33 - $164.98 $16,510 - $19,137	116 Added 2.45%	4,847 $788,000
Q3 2019 Oct 30, 2019	BUY	$139.72 - $159.97 $178,143 - $203,961	1,275 Added 36.89%	4,731 $702,000
Q2 2019 Jul 16, 2019	BUY	$145.1 - $165.96 $41,498 - $47,464	286 Added 9.02%	3,456 $524,000
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $413,368 - $529,231	3,170 New	3,170 $502,000

Others Institutions Holding CRM

# of Institutions

2,895

Shares Held

745M

Call Options Held

16.1M

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 $244B
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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Moseley Investment Management Inc Salesforce, Inc. Transaction History