Private Portfolio Partners LLC Salesforce, Inc. Transaction History

Private Portfolio Partners LLC

$529 Million
Q3 2024

A detailed history of Private Portfolio Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Portfolio Partners LLC holds 1,619 shares of CRM stock, worth $547,950. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,619

Holding current value

$547,950

% of portfolio

0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$238.42 - $276.53 $386,001 - $447,702	1,619 New	1,619 $443,000
Q1 2024 May 09, 2024	SELL	$251.12 - $316.88 $8,789 - $11,090	-35 Reduced 2.08%	1,650 $496,000
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $5,872 - $6,796	-29 Reduced 1.69%	1,685 $341,000
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $566 - $670	3 Added 0.18%	1,714 $362,000
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $4,852 - $7,192	-36 Reduced 2.06%	1,711 $341,000
Q4 2022 Feb 01, 2023	SELL	$128.21 - $165.27 $3,205 - $4,131	-25 Reduced 1.41%	1,747 $231,000
Q3 2022 Mar 14, 2023	SELL	$143.84 - $191.27 $1,006 - $1,338	-7 Reduced 0.39%	1,772 $254,000
Q3 2022 Nov 07, 2022	SELL	$143.84 - $191.27 $1,006 - $1,338	-7 Reduced 0.39%	1,772 $255,000
Q2 2022 Mar 14, 2023	SELL	$155.6 - $218.85 $8,246 - $11,599	-53 Reduced 2.89%	1,779 $293,000
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $8,246 - $11,599	-53 Reduced 2.89%	1,779 $294,000
Q1 2022 Mar 14, 2023	BUY	$190.54 - $255.46 $31,439 - $42,150	165 Added 9.9%	1,832 $388,000
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $31,439 - $42,150	165 Added 9.9%	1,832 $389,000
Q4 2021 Mar 14, 2023	BUY	$247.21 - $309.96 $27,193 - $34,095	110 Added 7.06%	1,667 $423,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $27,193 - $34,095	110 Added 7.06%	1,667 $424,000
Q3 2021 Mar 14, 2023	BUY	$237.55 - $285.63 $8,789 - $10,568	37 Added 2.43%	1,557 $422,000
Q3 2021 Nov 04, 2021	BUY	$237.55 - $285.63 $8,789 - $10,568	37 Added 2.43%	1,557 $422,000
Q2 2021 Mar 14, 2023	SELL	$210.54 - $246.26 $5,263 - $6,156	-25 Reduced 1.62%	1,520 $371,000
Q2 2021 Aug 11, 2021	SELL	$210.54 - $246.26 $5,263 - $6,156	-25 Reduced 1.62%	1,520 $371,000
Q1 2021 Mar 14, 2023	BUY	$205.33 - $248.59 $13,346 - $16,158	65 Added 4.39%	1,545 $327,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $13,346 - $16,158	65 Added 4.39%	1,545 $327,000
Q4 2020 Mar 14, 2023	BUY	$220.15 - $267.07 $23,115 - $28,042	105 Added 7.64%	1,480 $329,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $23,115 - $28,042	105 Added 7.64%	1,480 $329,000
Q3 2020 Mar 14, 2023	SELL	$185.51 - $281.25 $69,009 - $104,625	-372 Reduced 21.29%	1,375 $345,000
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $15,768 - $23,906	85 Added 6.59%	1,375 $346,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $13,942 - $19,931	-104 Reduced 7.46%	1,290 $242,000
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $173,274 - $269,543	1,394 New	1,394 $201,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $338B
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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Private Portfolio Partners LLC Salesforce, Inc. Transaction History