Plancorp, LLC Salesforce, Inc. Transaction History

Plancorp, LLC

$2.3 Billion
Q2 2024

A detailed history of Plancorp, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Plancorp, LLC holds 6,400 shares of CRM stock, worth $1.71 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,400

Previous 6,431 0.48%

Holding current value

$1.71 Million

Previous $1.94 Million 15.03%

% of portfolio

0.07%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$218.01 - $304.74 $6,758 - $9,446	-31 Reduced 0.48%	6,400 $1.65 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $66,044 - $83,339	263 Added 4.26%	6,431 $1.94 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $35,717 - $48,639	182 Added 3.04%	6,168 $1.62 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $50,622 - $58,592	250 Added 4.36%	5,986 $1.21 Million
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $279,368 - $330,379	1,479 Added 34.74%	5,736 $1.21 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $36,126 - $53,541	268 Added 6.72%	4,257 $850,000
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $18,975 - $24,459	-148 Reduced 3.58%	3,989 $529,000
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $13,377 - $17,788	-93 Reduced 2.2%	4,137 $595,000
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $65,663 - $92,354	-422 Reduced 9.07%	4,230 $698,000
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $7,621 - $10,218	40 Added 0.87%	4,652 $988,000
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $911,957 - $1.14 Million	3,689 Added 399.67%	4,612 $1.17 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $13,065 - $15,709	55 Added 6.34%	923 $250,000
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $182,748 - $213,753	868 New	868 $212,000
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $324,421 - $392,772	-1,580 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $172,377 - $209,115	783 Added 98.24%	1,580 $352,000
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $147,851 - $224,156	797 New	797 $200,000
Q1 2020 May 14, 2020	SELL	$124.3 - $193.36 $173,647 - $270,123	-1,397 Closed	0 $0
Q4 2019 Feb 03, 2020	SELL	$142.33 - $164.98 $174,923 - $202,760	-1,229 Reduced 46.8%	1,397 $227,000
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $30,878 - $35,353	221 Added 9.19%	2,626 $390,000
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $6,819 - $7,800	-47 Reduced 1.92%	2,405 $365,000
Q1 2019 May 14, 2019	SELL	$130.4 - $166.95 $91,540 - $117,198	-702 Reduced 22.26%	2,452 $388,000
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $3,499 - $4,635	29 Added 0.93%	3,154 $432,000
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $411,312 - $481,129	-2,999 Reduced 48.97%	3,125 $497,000
Q1 2018 Apr 16, 2018	BUY	$104.03 - $127.99 $637,079 - $783,810	6,124 New	6,124 $713,000

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

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