Orion Portfolio Solutions, LLC Salesforce, Inc. Transaction History

Orion Portfolio Solutions, LLC

$9.52 Billion
Q4 2024

A detailed history of Orion Portfolio Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 60,713 shares of CRM stock, worth $18.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

60,713

Previous 70,141 13.44%

Holding current value

$18.7 Million

Previous $19.2 Million 5.73%

% of portfolio

0.21%

Previous 0.2%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$270.87 - $367.87 $2.55 Million - $3.47 Million	-9,428 Reduced 13.44%	60,713 $20.3 Million
Q3 2024 Nov 15, 2024	SELL	$238.42 - $276.53 $7.13 Million - $8.27 Million	-29,922 Reduced 29.9%	70,141 $19.2 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $494,010 - $690,540	2,266 Added 2.32%	100,063 $25.7 Million
Q1 2024 May 09, 2024	SELL	$251.12 - $316.88 $30,887 - $38,976	-123 Reduced 0.13%	97,797 $29.5 Million
Q4 2023 Feb 09, 2024	SELL	$196.25 - $267.25 $513,193 - $698,858	-2,615 Reduced 2.6%	97,920 $25.8 Million
Q3 2023 Nov 01, 2023	SELL	$202.49 - $234.37 $621,239 - $719,047	-3,068 Reduced 2.96%	100,535 $20.4 Million
Q2 2023 Aug 17, 2023	BUY	$188.89 - $223.38 $6.22 Million - $7.36 Million	32,926 Added 46.59%	103,603 $21.9 Million
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $2.15 Million - $2.54 Million	-11,371 Reduced 13.86%	70,677 $14.9 Million
Q1 2023 Aug 30, 2023	BUY	$134.8 - $199.78 $2.17 Million - $3.22 Million	16,096 Added 15.54%	119,699 $23.9 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $6.09 Million - $9.02 Million	45,155 Added 122.39%	82,048 $16.4 Million
Q4 2022 Feb 08, 2023	BUY	$128.21 - $165.27 $100,388 - $129,406	783 Added 2.17%	36,893 $4.89 Million
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $245,822 - $326,880	1,709 Added 4.97%	36,110 $5.19 Million
Q2 2022 Jul 14, 2022	SELL	$155.6 - $218.85 $276,812 - $389,334	-1,779 Reduced 4.92%	34,401 $5.68 Million
Q1 2022 May 19, 2022	BUY	$190.54 - $255.46 $326,013 - $437,092	1,711 Added 4.96%	36,180 $7.68 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $721,358 - $904,463	2,918 Added 9.25%	34,469 $8.76 Million
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $575,108 - $691,510	2,421 Added 8.31%	31,551 $8.56 Million
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $1.51 Million - $1.76 Million	7,164 Added 32.61%	29,130 $7.12 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $1.85 Million - $2.24 Million	8,992 Added 69.31%	21,966 $4.65 Million
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $892,928 - $1.08 Million	4,056 Added 45.48%	12,974 $2.89 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $1.1 Million - $1.67 Million	5,945 Added 199.97%	8,918 $2.24 Million
Q2 2020 Aug 19, 2020	BUY	$134.06 - $191.65 $89,954 - $128,597	671 Added 29.15%	2,973 $557,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $14,916 - $23,203	-120 Reduced 4.95%	2,302 $331,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $344,723 - $399,581	2,422 New	2,422 $394,000

Others Institutions Holding CRM

# of Institutions

3,414

Shares Held

754M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $308B
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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Orion Portfolio Solutions, LLC Salesforce, Inc. Transaction History