Polen Capital Salesforce, Inc. Transaction History

Polen Capital Management LLC

$43.3 Billion
Q1 2024

A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Salesforce, Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 6,954,745 shares of CRM stock, worth $1.99 Billion. This represents 4.84% of its overall portfolio holdings.

Number of Shares

6,954,745

Previous 7,275,372 4.41%

Holding current value

$1.99 Billion

Previous $1.91 Billion 9.41%

% of portfolio

4.84%

Previous 4.61%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $80.5 Million - $102 Million	-320,627 Reduced 4.41%	6,954,745 $2.09 Billion
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $75.6 Million - $103 Million	-385,014 Reduced 5.03%	7,275,372 $1.91 Billion
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $51 Million - $59.1 Million	-252,109 Reduced 3.19%	7,660,386 $1.55 Billion
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $492 Million - $581 Million	-2,602,169 Reduced 24.75%	7,912,495 $1.67 Billion
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $4.61 Million - $6.84 Million	34,228 Added 0.33%	10,514,664 $2.1 Billion

Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $74 Million - $95.4 Million	-577,251 Reduced 5.22%	10,480,436 $1.39 Billion
Q3 2022 Nov 04, 2022	BUY	$143.84 - $191.27 $177 Million - $235 Million	1,228,763 Added 12.5%	11,057,687 $1.59 Billion
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $38.8 Million - $54.5 Million	-249,099 Reduced 2.47%	9,828,924 $1.62 Billion
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $2 Million - $2.68 Million	-10,481 Reduced 0.1%	10,078,023 $2.14 Billion
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $76.9 Million - $96.4 Million	310,910 Added 3.18%	10,088,504 $2.56 Billion
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $30.5 Million - $36.7 Million	128,367 Added 1.33%	9,777,594 $2.65 Billion
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $88.6 Million - $104 Million	420,672 Added 4.56%	9,649,227 $2.36 Billion
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $449 Million - $543 Million	2,186,033 Added 31.04%	9,228,555 $1.96 Billion
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $62.8 Million - $76.2 Million	285,441 Added 4.22%	7,042,522 $1.57 Billion
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $7.93 Million - $12 Million	42,734 Added 0.64%	6,757,081 $1.7 Billion
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $87.4 Million - $125 Million	651,752 Added 10.75%	6,714,347 $1.26 Billion
Q1 2020 May 11, 2020	BUY	$124.3 - $193.36 $371 Million - $576 Million	2,980,823 Added 96.72%	6,062,595 $873 Million
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $439 Million - $508 Million	3,081,772 New	3,081,772 $501 Million

Others Institutions Holding CRM

# of Institutions

2,988

Shares Held

737M

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 $286B
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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