Private Asset Management Inc Salesforce, Inc. Transaction History

Private Asset Management Inc

$419 Million
Q3 2023

A detailed history of Private Asset Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Asset Management Inc holds 23,042 shares of CRM stock, worth $7.87 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

23,042

Previous 31,580 27.04%

Holding current value

$7.87 Million

Previous $6.67 Million 29.97%

% of portfolio

1.11%

Previous 1.3%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 20, 2023	SELL	$202.49 - $234.37 $1.73 Million - $2 Million	-8,538 Reduced 27.04%	23,042 $4.67 Million
Q2 2023 Jul 05, 2023	SELL	$188.89 - $223.38 $2.02 Million - $2.39 Million	-10,699 Reduced 25.31%	31,580 $6.67 Million
Q1 2023 Apr 04, 2023	SELL	$134.8 - $199.78 $598,646 - $887,222	-4,441 Reduced 9.51%	42,279 $8.45 Million
Q4 2022 Jan 04, 2023	SELL	$128.21 - $165.27 $223,726 - $288,396	-1,745 Reduced 3.6%	46,720 $6.2 Million
Q3 2022 Oct 04, 2022	BUY	$143.84 - $191.27 $410,375 - $545,693	2,853 Added 6.25%	48,465 $6.97 Million
Q2 2022 Jul 06, 2022	BUY	$155.6 - $218.85 $1.21 Million - $1.71 Million	7,801 Added 20.63%	45,612 $7.53 Million
Q1 2022 Apr 04, 2022	BUY	$190.54 - $255.46 $827,324 - $1.11 Million	4,342 Added 12.97%	37,811 $8.03 Million
Q4 2021 Jan 03, 2022	BUY	$247.21 - $309.96 $958,927 - $1.2 Million	3,879 Added 13.11%	33,469 $8.51 Million
Q3 2021 Oct 04, 2021	BUY	$237.55 - $285.63 $514,533 - $618,674	2,166 Added 7.9%	29,590 $8.03 Million
Q2 2021 Jul 06, 2021	BUY	$210.54 - $246.26 $56,003 - $65,505	266 Added 0.98%	27,424 $6.7 Million
Q1 2021 Apr 02, 2021	BUY	$205.33 - $248.59 $1.05 Million - $1.27 Million	5,123 Added 23.25%	27,158 $5.75 Million
Q4 2020 Jan 05, 2021	BUY	$220.15 - $267.07 $141,996 - $172,260	645 Added 3.02%	22,035 $4.9 Million
Q3 2020 Oct 06, 2020	BUY	$185.51 - $281.25 $71,421 - $108,281	385 Added 1.83%	21,390 $5.38 Million
Q2 2020 Jul 06, 2020	BUY	$134.06 - $191.65 $193,448 - $276,550	1,443 Added 7.38%	21,005 $3.94 Million
Q1 2020 Apr 02, 2020	BUY	$124.3 - $193.36 $41,019 - $63,808	330 Added 1.72%	19,562 $2.82 Million
Q4 2019 Jan 03, 2020	BUY	$142.33 - $164.98 $64,760 - $75,065	455 Added 2.42%	19,232 $3.13 Million
Q3 2019 Oct 02, 2019	SELL	$139.72 - $159.97 $109,680 - $125,576	-785 Reduced 4.22%	17,807 $2.7 Million
Q3 2019 Oct 02, 2019	BUY	$139.72 - $159.97 $135,528 - $155,170	970 Added 5.45%	18,777 $2.79 Million
Q2 2019 Jul 02, 2019	BUY	$145.1 - $165.96 $134,943 - $154,342	930 Added 5.27%	18,592 $2.82 Million
Q1 2019 Apr 03, 2019	SELL	$130.4 - $166.95 $432,928 - $554,274	-3,320 Reduced 15.82%	17,662 $2.8 Million
Q4 2018 Jan 08, 2019	BUY	$120.67 - $159.86 $281,161 - $372,473	2,330 Added 12.49%	20,982 $2.87 Million
Q3 2018 Oct 02, 2018	BUY	$137.15 - $160.43 $32,230 - $37,701	235 Added 1.28%	18,652 $2.97 Million
Q2 2018 Jul 23, 2018	SELL	$115.3 - $139.8 $112,878 - $136,864	-979 Reduced 5.05%	18,417 $2.51 Million
Q2 2018 Jul 10, 2018	BUY	$115.3 - $139.8 $134,785 - $163,426	1,169 Added 6.41%	19,396 $2.26 Million
Q1 2018 Apr 06, 2018	BUY	$104.03 - $127.99 $512,139 - $630,094	4,923 Added 37.0%	18,227 $2.12 Million
Q4 2017 Jan 05, 2018	BUY	$93.94 - $108.8 $38,891 - $45,043	414 Added 3.21%	13,304 $1.36 Million
Q3 2017 Oct 04, 2017	BUY	$87.63 - $97.71 $1.02 Million - $1.14 Million	11,686 Added 970.6%	12,890 $1.2 Million
Q3 2017 Oct 03, 2017	BUY	$87.63 - $97.71 $105,506 - $117,642	1,204	1,204 $1.2 Billion

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

739M

Call Options Held

15.3M

Put Options Held

14.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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Private Asset Management Inc Salesforce, Inc. Transaction History