Platform Technology Partners Salesforce, Inc. Transaction History

Platform Technology Partners

$321 Million
Q1 2025

A detailed history of Platform Technology Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Platform Technology Partners holds 6,686 shares of CRM stock, worth $1.79 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

6,686

Previous 5,819 14.9%

Holding current value

$1.79 Million

Previous $1.95 Million 7.76%

% of portfolio

0.56%

Previous 0.62%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$268.36 - $359.95 $232,668 - $312,076	867 Added 14.9%	6,686 $1.79 Million
Q4 2024 Jan 28, 2025	SELL	$270.87 - $367.87 $6,500 - $8,828	-24 Reduced 0.41%	5,819 $1.95 Million
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $61,750 - $71,621	-259 Reduced 4.24%	5,843 $1.6 Million
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $167,867 - $234,649	770 Added 14.44%	6,102 $1.57 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $168,578 - $229,567	859 Added 19.2%	5,332 $1.4 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $204,919 - $237,182	1,012 Added 29.24%	4,473 $907,000
Q2 2023 Jul 12, 2023	BUY	$188.89 - $223.38 $2,644 - $3,127	14 Added 0.41%	3,461 $731,000
Q1 2023 Apr 04, 2023	BUY	$134.8 - $199.78 $22,511 - $33,363	167 Added 5.09%	3,447 $688,000
Q4 2022 Jan 11, 2023	SELL	$128.21 - $165.27 $43,847 - $56,522	-342 Reduced 9.44%	3,280 $0
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $40,562 - $53,938	282 Added 8.44%	3,622 $521,000
Q2 2022 Aug 04, 2022	BUY	$155.6 - $218.85 $13,070 - $18,383	84 Added 2.58%	3,340 $551,000
Q1 2022 May 03, 2022	SELL	$190.54 - $255.46 $60,591 - $81,236	-318 Reduced 8.9%	3,256 $691,000
Q4 2021 Feb 01, 2022	BUY	$247.21 - $309.96 $46,722 - $58,582	189 Added 5.58%	3,574 $908,000
Q3 2021 Nov 04, 2021	BUY	$237.55 - $285.63 $48,222 - $57,982	203 Added 6.38%	3,385 $918,000
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $45,476 - $53,192	216 Added 7.28%	3,182 $777,000
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $72,209 - $87,598	328 Added 12.43%	2,966 $660,000
Q3 2020 Nov 30, 2020	BUY	$185.51 - $281.25 $23,745 - $36,000	128 Added 5.1%	2,638 $663,000
Q2 2020 Nov 30, 2020	SELL	$134.06 - $191.65 $6,837 - $9,774	-51 Reduced 1.99%	2,510 $470,000
Q1 2020 Nov 30, 2020	BUY	$124.3 - $193.36 $112,864 - $175,570	908 Added 54.93%	2,561 $369,000
Q4 2019 Dec 03, 2020	BUY	$142.33 - $164.98 $235,271 - $272,711	1,653 New	1,653 $269,000

Others Institutions Holding CRM

# of Institutions

3,355

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

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 Platform Technology Partners, based on Form 13F filings with the SEC.

News

Stay updated on Platform Technology Partners with notifications on news.

Account

Platform Technology Partners Salesforce, Inc. Transaction History