Partners Capital Investment Group, LLP Salesforce, Inc. Transaction History

Partners Capital Investment Group, LLP

$5.87 Billion
Q3 2024

A detailed history of Partners Capital Investment Group, LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Partners Capital Investment Group, LLP holds 34,139 shares of CRM stock, worth $11.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

34,139

Previous 36,087 5.4%

Holding current value

$11.5 Million

Previous $9.28 Million 0.72%

% of portfolio

0.16%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$238.42 - $276.53 $464,442 - $538,680	-1,948 Reduced 5.4%	34,139 $9.34 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $3.36 Million - $4.7 Million	15,435 Added 74.74%	36,087 $9.28 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $5.92 Million - $7.47 Million	-23,584 Reduced 53.31%	20,652 $6.22 Million
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $1.98 Million - $2.69 Million	-10,064 Reduced 18.53%	44,236 $11.6 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $333,906 - $386,476	-1,649 Reduced 2.95%	54,300 $11 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $9.05 Million - $10.7 Million	47,909 Added 595.88%	55,949 $11.8 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $69,691 - $103,286	-517 Reduced 6.04%	8,040 $1.61 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $52,822 - $68,091	-412 Reduced 4.59%	8,557 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $1.29 Million - $1.72 Million	8,969 New	8,969 $1.29 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $26.1 Million - $31.4 Million	-109,784 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $1.74 Million - $2.03 Million	8,263 Added 8.14%	109,784 $26.8 Million
Q1 2021 Aug 16, 2021	BUY	$205.33 - $248.59 $205 - $248	1 Added 0.0%	101,521 $21.5 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $1.05 Million - $1.27 Million	5,108 Added 5.3%	101,520 $21.5 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $1.98 Million - $2.4 Million	-8,980 Reduced 8.52%	96,412 $21.5 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $2.83 Million - $4.29 Million	15,257 Added 16.93%	105,392 $26.5 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $3.46 Million - $4.95 Million	25,833 Added 40.17%	90,135 $16.9 Million
Q1 2020 May 14, 2020	SELL	$124.3 - $193.36 $1.1 Million - $1.71 Million	-8,855 Reduced 12.1%	64,302 $9.26 Million
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $10.4 Million - $12.1 Million	73,157 New	73,157 $11.9 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $336B
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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Partners Capital Investment Group, LLP Salesforce, Inc. Transaction History