Nat Simons Salesforce, Inc. Transaction History

Meritage Group LP

$3.77 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $18.8 Million - $26.2 Million	-86,094 Reduced 98.58%	1,243 $319,000
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $240 Million - $303 Million	-955,949 Reduced 91.63%	87,337 $26.3 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $940,626 - $1.28 Million	4,793 Added 0.46%	1,043,286 $275 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $116 Million - $134 Million	-571,359 Reduced 35.49%	1,038,493 $211 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $150 Million - $178 Million	-796,536 Reduced 33.1%	1,609,852 $340 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $1.7 Million - $2.51 Million	12,587 Added 0.53%	2,406,388 $481 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $74.3 Million - $95.8 Million	579,871 Added 31.97%	2,393,801 $317 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $3.73 Million - $4.95 Million	25,905 Added 1.45%	1,813,930 $261 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $92.8 Million - $131 Million	-596,388 Reduced 25.01%	1,788,025 $295 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $117,753 - $157,874	-618 Reduced 0.03%	2,384,413 $506 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $9 Million - $11.3 Million	-36,390 Reduced 1.5%	2,385,031 $606 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $9.9 Million - $11.9 Million	-41,661 Reduced 1.69%	2,421,421 $657 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $56 Million - $65.5 Million	265,811 Added 12.1%	2,463,082 $602 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $183 Million - $221 Million	889,880 Added 68.07%	2,197,271 $466 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $62.1 Million - $75.3 Million	-281,934 Reduced 17.74%	1,307,391 $291 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $24.4 Million - $37 Million	-131,581 Reduced 7.65%	1,589,325 $399 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $97.8 Million - $140 Million	729,767 Added 73.63%	1,720,906 $322 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $26.7 Million - $41.5 Million	214,403 Added 27.6%	991,139 $143 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $111 Million - $128 Million	776,736 New	776,736 $126 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.5 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.8 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.33 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.77 Billion
0.45% of portfolio

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

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