Sand Hill Global Advisors, LLC Salesforce, Inc. Transaction History

Sand Hill Global Advisors, LLC

$2.11 Billion
Q1 2024

A detailed history of Sand Hill Global Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 36,789 shares of CRM stock, worth $9.46 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

36,789

Previous 38,727 5.0%

Holding current value

$9.46 Million

Previous $10.2 Million 8.73%

% of portfolio

0.53%

Previous 0.49%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $486,670 - $614,113	-1,938 Reduced 5.0%	36,789 $11.1 Million
Q4 2023 Feb 09, 2024	SELL	$196.25 - $267.25 $107,348 - $146,185	-547 Reduced 1.39%	38,727 $10.2 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $160,979 - $186,324	-795 Reduced 1.98%	39,274 $7.96 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $158,100 - $186,969	-837 Reduced 2.05%	40,069 $8.46 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $66,591 - $98,691	-494 Reduced 1.19%	40,906 $8.17 Million

Q4 2022 Feb 10, 2023	SELL	$128.21 - $165.27 $68,464 - $88,254	-534 Reduced 1.27%	41,400 $5.49 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $10,356 - $13,771	-72 Reduced 0.17%	41,934 $6.03 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $279,924 - $393,711	1,799 Added 4.47%	42,006 $6.93 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $203,877 - $273,342	1,070 Added 2.73%	40,207 $8.54 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $81,826 - $102,596	-331 Reduced 0.84%	39,137 $9.95 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $173,886 - $209,081	-732 Reduced 1.82%	39,468 $10.7 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $395,394 - $462,476	1,878 Added 4.9%	40,200 $9.82 Million
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $328,938 - $398,241	-1,602 Reduced 4.01%	38,322 $8.12 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $168,634 - $204,575	-766 Reduced 1.88%	39,924 $8.88 Million
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $189,220 - $286,875	-1,020 Reduced 2.45%	40,690 $10.2 Million
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $55,634 - $79,534	-415 Reduced 0.99%	41,710 $7.81 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $271,222 - $421,911	2,182 Added 5.46%	42,125 $6.07 Million
Q4 2019 Feb 13, 2020	SELL	$142.33 - $164.98 $128,523 - $148,976	-903 Reduced 2.21%	39,943 $6.5 Million
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $148,103 - $169,568	-1,060 Reduced 2.53%	40,846 $6.06 Million
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $173,829 - $198,820	-1,198 Reduced 2.78%	41,906 $6.36 Million
Q1 2019 May 03, 2019	SELL	$130.4 - $166.95 $190,514 - $243,913	-1,461 Reduced 3.28%	43,104 $6.83 Million
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $55,387 - $73,375	-459 Reduced 1.02%	44,565 $6.1 Million
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $299,535 - $350,379	-2,184 Reduced 4.63%	45,024 $7.16 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $4.86 Million - $5.89 Million	42,141 Added 831.68%	47,208 $6.44 Million
Q1 2018 May 10, 2018	SELL	$104.03 - $127.99 $4.65 Million - $5.71 Million	-44,651 Reduced 89.81%	5,067 $589,000
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $266,977 - $309,209	-2,842 Reduced 5.41%	49,718 $5.08 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $4.61 Million - $5.14 Million	52,560	52,560 $4.91 Million

Others Institutions Holding CRM

# of Institutions

2,995

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 $257B
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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Sand Hill Global Advisors, LLC Salesforce, Inc. Transaction History