Roman Butler Fullerton & CO Salesforce, Inc. Transaction History

Roman Butler Fullerton & CO

$295 Million
Q2 2024

A detailed history of Roman Butler Fullerton & CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 3,089 shares of CRM stock, worth $824,145. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,089

Previous 7,886 60.83%

Holding current value

$824,145

Previous $2.38 Million 66.57%

% of portfolio

0.27%

Previous 0.86%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$218.01 - $304.74 $1.05 Million - $1.46 Million	-4,797 Reduced 60.83%	3,089 $794,000
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $1,255 - $1,584	5 Added 0.06%	7,886 $2.38 Million
Q4 2023 Jan 31, 2024	BUY	$196.25 - $267.25 $20,606 - $28,061	105 Added 1.35%	7,881 $2.07 Million
Q3 2023 Oct 18, 2023	SELL	$202.49 - $234.37 $107,319 - $124,216	-530 Reduced 6.38%	7,776 $1.58 Million
Q2 2023 Jul 25, 2023	BUY	$188.89 - $223.38 $771,615 - $912,507	4,085 Added 96.78%	8,306 $1.75 Million
Q1 2023 Apr 27, 2023	BUY	$134.8 - $199.78 $360,455 - $534,211	2,674 Added 172.85%	4,221 $843,000
Q4 2022 Jan 23, 2023	BUY	$128.21 - $165.27 $8,205 - $10,577	64 Added 4.32%	1,547 $0
Q3 2022 Oct 17, 2022	SELL	$143.84 - $191.27 $652,170 - $867,218	-4,534 Reduced 75.35%	1,483 $211,000
Q2 2022 Jul 26, 2022	BUY	$155.6 - $218.85 $705,490 - $992,265	4,534 Added 305.73%	6,017 $1.01 Million
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $1.08 Million - $1.44 Million	-5,642 Reduced 79.19%	1,483 $315,000
Q4 2021 Jan 24, 2022	SELL	$247.21 - $309.96 $22,743 - $28,516	-92 Reduced 1.27%	7,125 $1.81 Million
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $648,036 - $779,198	2,728 Added 60.77%	7,217 $2.11 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $52,635 - $61,565	250 Added 5.9%	4,489 $1.1 Million
Q1 2021 Apr 22, 2021	SELL	$205.33 - $248.59 $366,719 - $443,981	-1,786 Reduced 29.64%	4,239 $988,000
Q4 2020 Feb 01, 2021	BUY	$220.15 - $267.07 $21,134 - $25,638	96 Added 1.62%	6,025 $1.34 Million
Q2 2020 Jul 28, 2020	SELL	$134.06 - $191.65 $8,713 - $12,457	-65 Reduced 1.08%	5,929 $1.11 Million
Q1 2020 Apr 13, 2020	BUY	$124.3 - $193.36 $21,131 - $32,871	170 Added 2.92%	5,994 $863,000
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $21,064 - $24,417	148 Added 2.61%	5,824 $947,000
Q3 2019 Oct 15, 2019	SELL	$139.72 - $159.97 $35,069 - $40,152	-251 Reduced 4.23%	5,676 $843,000
Q2 2019 Jul 22, 2019	BUY	$145.1 - $165.96 $66,165 - $75,677	456 Added 8.33%	5,927 $899,000
Q4 2018 Feb 04, 2019	BUY	$120.67 - $159.86 $660,185 - $874,594	5,471 New	5,471 $804,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

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...

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Roman Butler Fullerton & CO Salesforce, Inc. Transaction History