Pinnacle Associates LTD Salesforce, Inc. Transaction History

Pinnacle Associates LTD

$6.21 Billion
Q2 2024

A detailed history of Pinnacle Associates LTD transactions in Salesforce, Inc. stock. As of the latest transaction made, Pinnacle Associates LTD holds 31,332 shares of CRM stock, worth $8.36 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

31,332

Previous 31,864 1.67%

Holding current value

$8.36 Million

Previous $9.6 Million 16.06%

% of portfolio

0.13%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$218.01 - $304.74 $115,981 - $162,121	-532 Reduced 1.67%	31,332 $8.06 Million
Q1 2024 Apr 26, 2024	BUY	$251.12 - $316.88 $50,224 - $63,376	200 Added 0.63%	31,864 $9.6 Million
Q4 2023 Jan 19, 2024	BUY	$196.25 - $267.25 $40,427 - $55,053	206 Added 0.65%	31,664 $8.33 Million
Q3 2023 Oct 23, 2023	SELL	$202.49 - $234.37 $126,758 - $146,715	-626 Reduced 1.95%	31,458 $6.38 Million
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $179,256 - $211,987	949 Added 3.05%	32,084 $6.78 Million
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $219,993 - $326,040	1,632 Added 5.53%	31,135 $6.22 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $526,686 - $678,929	-4,108 Reduced 12.22%	29,503 $3.91 Million
Q4 2022 Jan 25, 2023	BUY	$128.21 - $165.27 $1.92 Million - $2.47 Million	14,944 Added 80.06%	33,611 $0
Q3 2022 Oct 31, 2022	BUY	$143.84 - $191.27 $22,726 - $30,220	158 Added 0.85%	18,667 $2.69 Million
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $137,239 - $193,025	-882 Reduced 4.55%	18,509 $3.06 Million
Q1 2022 May 05, 2022	BUY	$190.54 - $255.46 $837,994 - $1.12 Million	4,398 Added 29.33%	19,391 $4.12 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $340,655 - $427,124	1,378 Added 10.12%	14,993 $3.81 Million
Q3 2021 Oct 19, 2021	BUY	$237.55 - $285.63 $38,245 - $45,986	161 Added 1.2%	13,615 $3.69 Million
Q2 2021 Aug 02, 2021	SELL	$210.54 - $246.26 $765,312 - $895,155	-3,635 Reduced 21.27%	13,454 $3.29 Million
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $389,716 - $471,823	1,898 Added 12.49%	17,089 $3.62 Million
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $989,574 - $1.2 Million	4,495 Added 42.03%	15,191 $3.38 Million
Q3 2020 Oct 23, 2020	SELL	$185.51 - $281.25 $6.7 Million - $10.2 Million	-36,124 Reduced 77.16%	10,696 $2.69 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $7.81 Million - $11.2 Million	-58,253 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$124.3 - $193.36 $148,041 - $230,291	1,191 Added 2.09%	58,253 $8.39 Million
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $505,129 - $585,514	3,549 Added 6.63%	57,062 $9.28 Million
Q3 2019 Nov 08, 2019	SELL	$139.72 - $159.97 $317,443 - $363,451	-2,272 Reduced 4.07%	53,513 $7.94 Million
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $1.56 Million - $1.79 Million	10,760 Added 23.9%	55,785 $8.46 Million
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $1.63 Million - $2.09 Million	12,530 Added 38.56%	45,025 $7.13 Million
Q4 2018 Feb 05, 2019	BUY	$120.67 - $159.86 $162,904 - $215,811	1,350 Added 4.33%	32,495 $4.45 Million
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $548,600 - $641,720	-4,000 Reduced 11.38%	31,145 $4.95 Million
Q1 2018 May 11, 2018	SELL	$104.03 - $127.99 $475,417 - $584,914	-4,570 Reduced 11.51%	35,145 $4.09 Million
Q4 2017 Feb 12, 2018	BUY	$93.94 - $108.8 $28,463 - $32,966	303 Added 0.77%	39,715 $4.06 Million
Q3 2017 Nov 13, 2017	SELL	$87.63 - $97.71 $19,716 - $21,984	-225 Reduced 0.57%	39,412 $3.68 Million
Q2 2017 Aug 09, 2017	BUY	N/A	39,637	39,637 $3.43 Million

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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 Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Account

Pinnacle Associates LTD Salesforce, Inc. Transaction History