Oppenheimer & CO Inc Salesforce, Inc. Transaction History

Oppenheimer & CO Inc

$5.91 Billion
Q1 2024

A detailed history of Oppenheimer & CO Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Oppenheimer & CO Inc holds 43,481 shares of CRM stock, worth $11.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

43,481

Previous 40,196 8.17%

Holding current value

$11.2 Million

Previous $10.6 Million 23.81%

% of portfolio

0.22%

Previous 0.2%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $824,929 - $1.04 Million	3,285 Added 8.17%	43,481 $13.1 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $626,822 - $853,596	3,194 Added 8.63%	40,196 $10.6 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $681,783 - $789,123	3,367 Added 10.01%	37,002 $7.5 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $826,393 - $977,287	-4,375 Reduced 11.51%	33,635 $7.11 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $1.04 Million - $1.55 Million	-7,737 Reduced 16.91%	38,010 $7.59 Million

Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $1.12 Million - $1.44 Million	-8,718 Reduced 16.01%	45,747 $6.07 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $379,593 - $504,761	2,639 Added 5.09%	54,465 $7.83 Million
Q2 2022 Aug 08, 2022	SELL	$155.6 - $218.85 $346,832 - $487,816	-2,229 Reduced 4.12%	51,826 $8.55 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $52,970 - $71,017	-278 Reduced 0.51%	54,055 $11.5 Million
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $1.02 Million - $1.28 Million	-4,122 Reduced 7.05%	54,333 $13.8 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $1.15 Million - $1.38 Million	-4,831 Reduced 7.63%	58,455 $15.9 Million
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $2.03 Million - $2.37 Million	9,629 Added 17.95%	63,286 $15.5 Million
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $61,599 - $74,577	300 Added 0.56%	53,657 $11.4 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $1.64 Million - $1.99 Million	-7,450 Reduced 12.25%	53,357 $11.9 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $1.21 Million - $1.83 Million	6,517 Added 12.0%	60,807 $15.3 Million
Q2 2020 Aug 11, 2020	SELL	$134.06 - $191.65 $5.03 Million - $7.19 Million	-37,496 Reduced 40.85%	54,290 $10.2 Million
Q1 2020 May 08, 2020	SELL	$124.3 - $193.36 $1.17 Million - $1.82 Million	-9,430 Reduced 9.32%	91,786 $13.2 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $1.28 Million - $1.49 Million	9,005 Added 9.77%	101,216 $16.5 Million
Q3 2019 Oct 31, 2019	BUY	$139.72 - $159.97 $1.58 Million - $1.81 Million	11,293 Added 13.96%	92,211 $13.7 Million
Q2 2019 Aug 09, 2019	SELL	$145.1 - $165.96 $660,785 - $755,781	-4,554 Reduced 5.33%	80,918 $12.3 Million
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $832,995 - $1.07 Million	6,388 Added 8.08%	85,472 $13.5 Million
Q4 2018 Jan 29, 2019	BUY	$120.67 - $159.86 $2.6 Million - $3.45 Million	21,566 Added 37.49%	79,084 $10.8 Million
Q3 2018 Oct 26, 2018	SELL	$137.15 - $160.43 $309,547 - $362,090	-2,257 Reduced 3.78%	57,518 $9.15 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $1.79 Million - $2.17 Million	15,549 Added 35.16%	59,775 $8.15 Million
Q1 2018 May 01, 2018	BUY	$104.03 - $127.99 $422,673 - $520,023	4,063 Added 10.12%	44,226 $5.14 Million
Q4 2017 Feb 07, 2018	BUY	$93.94 - $108.8 $72,521 - $83,993	772 Added 1.96%	40,163 $4.11 Million
Q3 2017 Nov 09, 2017	BUY	$87.63 - $97.71 $3.45 Million - $3.85 Million	39,391	39,391 $3.68 Million

Others Institutions Holding CRM

# of Institutions

2,995

Shares Held

737M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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 Oppenheimer & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer & CO Inc with notifications on news.

Account

Oppenheimer & CO Inc Salesforce, Inc. Transaction History