A detailed history of O'Shaughnessy Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 102,853 shares of CRM stock, worth $35.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
102,853
Previous 93,439 10.08%
Holding current value
$35.3 Million
Previous $24 Million 17.18%
% of portfolio
0.26%
Previous 0.25%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$238.42 - $276.53 $2.24 Million - $2.6 Million
9,414 Added 10.08%
102,853 $28.2 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $188,796 - $263,904
866 Added 0.94%
93,439 $24 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $6.07 Million - $7.65 Million
24,152 Added 35.3%
92,573 $27.9 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $2 Million - $2.72 Million
10,177 Added 17.47%
68,421 $18 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $2.61 Million - $3.02 Million
12,882 Added 28.4%
58,244 $11.8 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $303,735 - $359,195
1,608 Added 3.68%
45,362 $9.58 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $1.82 Million - $2.7 Million
13,512 Added 44.68%
43,754 $8.74 Million
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $39,616 - $51,068
309 Added 1.03%
30,242 $4.01 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $69,618 - $92,574
-484 Reduced 1.59%
29,933 $4.31 Million
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $1.42 Million - $2 Million
9,148 Added 43.01%
30,417 $5.02 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $1.14 Million - $1.52 Million
5,964 Added 38.97%
21,269 $4.52 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $66,252 - $83,069
-268 Reduced 1.72%
15,305 $3.89 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $634,733 - $763,203
2,672 Added 20.71%
15,573 $4.22 Million
Q2 2021

Aug 09, 2021

BUY
$210.54 - $246.26 $389,709 - $455,827
1,851 Added 16.75%
12,901 $3.15 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $330,170 - $399,732
1,608 Added 17.03%
11,050 $2.34 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $296,762 - $360,010
1,348 Added 16.65%
9,442 $2.1 Million
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $427,415 - $648,000
2,304 Added 39.79%
8,094 $2.03 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $666,010 - $952,117
4,968 Added 604.38%
5,790 $1.09 Million
Q1 2020

May 13, 2020

SELL
$124.3 - $193.36 $86,885 - $135,158
-699 Reduced 45.96%
822 $118,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $216,056 - $250,439
1,518 Added 50600.0%
1,521 $247,000
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $139 - $159
1 Added 50.0%
3 $0
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $290 - $331
2 New
2 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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