Perennial Investment Advisors, LLC Salesforce, Inc. Transaction History

Perennial Investment Advisors, LLC

$657 Million
Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,644 shares of CRM stock, worth $959,064. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,644

Previous 3,456 5.44%

Holding current value

$959,064

Previous $909,000 20.68%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $47,210 - $59,573	188 Added 5.44%	3,644 $1.1 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $56,127 - $76,433	-286 Reduced 7.64%	3,456 $909,000
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $78,161 - $90,466	-386 Reduced 9.35%	3,742 $758,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $24,366 - $28,816	-129 Reduced 3.03%	4,128 $872,000
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $181,171 - $268,504	1,344 Added 46.14%	4,257 $850,000

Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $5,513 - $7,106	-43 Reduced 1.45%	2,913 $386,000
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $253,733 - $337,400	-1,764 Reduced 37.37%	2,956 $425,000
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $68,152 - $95,856	-438 Reduced 8.49%	4,720 $781,000
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $12,766 - $17,115	-67 Reduced 1.28%	5,158 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $54,386 - $68,191	220 Added 4.4%	5,225 $1.33 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $98,820 - $118,822	416 Added 9.07%	5,005 $1.36 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $22,317 - $26,103	106 Added 2.36%	4,589 $1.12 Million
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $58,313 - $70,599	284 Added 6.76%	4,483 $950,000
Q4 2020 Jan 22, 2021	BUY	$220.15 - $267.07 $37,205 - $45,134	169 Added 4.19%	4,199 $934,000
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $335,958 - $509,343	1,811 Added 81.61%	4,030 $1.01 Million
Q2 2020 Jul 16, 2020	BUY	$134.06 - $191.65 $2,949 - $4,216	22 Added 1.0%	2,219 $416,000
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $39,403 - $61,295	317 Added 16.86%	2,197 $316,000
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $267,580 - $310,162	1,880 New	1,880 $306,000

Others Institutions Holding CRM

# of Institutions

2,999

Shares Held

738M

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 $263B
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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Perennial Investment Advisors, LLC Salesforce, Inc. Transaction History