Rockefeller Capital Management L.P. Salesforce, Inc. Transaction History

Rockefeller Capital Management L.P.

$42.4 Billion
Q2 2025

A detailed history of Rockefeller Capital Management L.P. transactions in Salesforce, Inc. stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 687,986 shares of CRM stock, worth $174 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

687,986

Previous 687,986 -0.0%

Holding current value

$174 Million

Previous $188 Million -0.0%

% of portfolio

0.44%

Previous 0.51%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$236.26 - $291.15 $1.17 Billion - $1.44 Billion	-4,945,182 Reduced 87.79%	687,986 $188 Million
Q1 2025 May 14, 2025	BUY	$268.36 - $359.95 $1.37 Billion - $1.83 Billion	5,093,751 Added 944.31%	5,633,168 $1.51 Billion
Q4 2024 Feb 13, 2025	SELL	$270.87 - $367.87 $8.43 Million - $11.5 Million	-31,131 Reduced 5.46%	539,417 $180 Million
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $45,299 - $52,540	190 Added 0.03%	570,548 $156 Million
Q2 2024 Aug 12, 2024	BUY	$218.01 - $304.74 $13 Million - $18.2 Million	59,773 Added 11.71%	570,358 $147 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $1.02 Million - $1.29 Million	4,068 Added 0.8%	510,585 $154 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $339,512 - $462,342	-1,730 Reduced 0.34%	506,517 $133 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $8.9 Million - $10.3 Million	43,938 Added 9.46%	508,247 $103 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $6.33 Million - $7.49 Million	33,533 Added 7.78%	464,309 $98.1 Million
Q1 2023 May 17, 2023	BUY	$134.8 - $199.78 $39,092 - $57,936	290 Added 0.07%	430,776 $86.1 Million
Q4 2022 Mar 06, 2023	SELL	$128.21 - $165.27 $2.97 Million - $3.82 Million	-23,135 Reduced 5.1%	430,486 $57.1 Million
Q3 2022 Nov 02, 2022	BUY	$143.84 - $191.27 $12.4 Million - $16.4 Million	85,974 Added 23.38%	453,621 $65.2 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $4.81 Million - $6.76 Million	30,882 Added 9.17%	367,647 $60.7 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $6.04 Million - $8.1 Million	31,702 Added 10.39%	336,765 $71.5 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $7.55 Million - $9.46 Million	30,529 Added 11.12%	305,063 $77.5 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $7.94 Million - $9.55 Million	33,435 Added 13.87%	274,534 $74.5 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $9.91 Million - $11.6 Million	47,083 Added 24.27%	241,099 $58.9 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $8.07 Million - $9.78 Million	39,322 Added 25.42%	194,016 $41.1 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $4.87 Million - $5.9 Million	22,101 Added 16.67%	154,694 $34.4 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $290,879 - $441,000	1,568 Added 1.2%	132,593 $33.3 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $803,555 - $1.15 Million	5,994 Added 4.79%	131,025 $24.5 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $3.46 Million - $5.38 Million	27,842 Added 28.65%	125,031 $18 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $2.07 Million - $2.4 Million	14,536 Added 17.59%	97,189 $15.8 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $3.15 Million - $3.6 Million	22,529 Added 37.47%	82,653 $12.3 Million
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $1.45 Million - $1.66 Million	9,979 Added 19.9%	60,124 $9.12 Million
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $2.24 Million - $2.87 Million	17,192 Added 52.17%	50,145 $7.94 Million
Q4 2018 Feb 12, 2019	BUY	$120.67 - $159.86 $2.84 Million - $3.76 Million	23,523 Added 249.45%	32,953 $4.51 Million
Q3 2018 Nov 02, 2018	BUY	$137.15 - $160.43 $4,663 - $5,454	34 Added 0.36%	9,430 $1.5 Million
Q2 2018 Jul 31, 2018	BUY	$115.3 - $139.8 $133,517 - $161,888	1,158 Added 14.06%	9,396 $1.28 Million
Q1 2018 May 09, 2018	BUY	$104.03 - $127.99 $856,999 - $1.05 Million	8,238 New	8,238 $958,000

Others Institutions Holding CRM

# of Institutions

3,418

Shares Held

777M

Call Options Held

18.9M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $253B
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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Rockefeller Capital Management L.P. Salesforce, Inc. Transaction History