Sentry Investment Management LLC Salesforce, Inc. Transaction History

Sentry Investment Management LLC

$210 Million
Q4 2024

A detailed history of Sentry Investment Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sentry Investment Management LLC holds 2,368 shares of CRM stock, worth $772,252. This represents 0.38% of its overall portfolio holdings.

Number of Shares

2,368

Previous 4,405 46.24%

Holding current value

$772,252

Previous $1.21 Million 34.33%

% of portfolio

0.38%

Previous 0.51%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$270.87 - $367.87 $551,762 - $749,351	-2,037 Reduced 46.24%	2,368 $792,000
Q3 2024 Oct 30, 2024	BUY	$238.42 - $276.53 $43,869 - $50,881	184 Added 4.36%	4,405 $1.21 Million
Q2 2024 Aug 07, 2024	SELL	$218.01 - $304.74 $268,806 - $375,744	-1,233 Reduced 22.61%	4,221 $1.09 Million
Q1 2024 May 09, 2024	BUY	$251.12 - $316.88 $87,138 - $109,957	347 Added 6.79%	5,454 $1.64 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $107,741 - $146,720	-549 Reduced 9.71%	5,107 $1.34 Million
Q3 2023 Nov 03, 2023	BUY	$202.49 - $234.37 $345,650 - $400,069	1,707 Added 43.23%	5,656 $1.15 Million
Q2 2023 Jul 27, 2023	SELL	$188.89 - $223.38 $104,833 - $123,975	-555 Reduced 12.32%	3,949 $834,000
Q1 2023 Apr 26, 2023	SELL	$134.8 - $199.78 $114,040 - $169,013	-846 Reduced 15.81%	4,504 $900,000
Q4 2022 Feb 08, 2023	SELL	$128.21 - $165.27 $200,905 - $258,978	-1,567 Reduced 22.65%	5,350 $709,000
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $25,747 - $34,237	179 Added 2.66%	6,917 $995,000
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $143,463 - $201,779	-922 Reduced 12.04%	6,738 $1.11 Million
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $563,807 - $755,906	2,959 Added 62.94%	7,660 $1.63 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $965,107 - $1.21 Million	-3,904 Reduced 45.37%	4,701 $1.2 Million
Q3 2021 Nov 03, 2021	SELL	$237.55 - $285.63 $274,607 - $330,188	-1,156 Reduced 11.84%	8,605 $2.33 Million
Q1 2021 Apr 21, 2021	SELL	$205.33 - $248.59 $7.61 Million - $9.22 Million	-37,083 Reduced 79.16%	9,761 $2.07 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $1.11 Million - $1.35 Million	5,044 Added 12.07%	46,844 $10.4 Million
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $1.84 Million - $2.78 Million	-9,896 Reduced 19.14%	41,800 $10.5 Million
Q2 2020 Aug 07, 2020	SELL	$134.06 - $191.65 $482,347 - $689,556	-3,598 Reduced 6.51%	51,696 $9.68 Million
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $146,172 - $169,434	1,027 Added 1.89%	55,294 $8.99 Million
Q3 2019 Nov 08, 2019	BUY	$139.72 - $159.97 $911,114 - $1.04 Million	6,521 Added 13.66%	54,267 $8.06 Million
Q2 2019 Aug 12, 2019	BUY	$145.1 - $165.96 $267,419 - $305,864	1,843 Added 4.01%	47,746 $7.25 Million
Q1 2019 May 08, 2019	SELL	$130.4 - $166.95 $510,255 - $653,275	-3,913 Reduced 7.85%	45,903 $7.27 Million
Q4 2018 Feb 11, 2019	SELL	$120.67 - $159.86 $52,250 - $69,219	-433 Reduced 0.86%	49,816 $6.82 Million
Q3 2018 Nov 06, 2018	BUY	$137.15 - $160.43 $496,345 - $580,596	3,619 Added 7.76%	50,249 $7.99 Million
Q2 2018 Aug 10, 2018	SELL	$115.3 - $139.8 $318,458 - $386,127	-2,762 Reduced 5.59%	46,630 $6.36 Million
Q1 2018 May 02, 2018	SELL	$104.03 - $127.99 $493,414 - $607,056	-4,743 Reduced 8.76%	49,392 $5.74 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $193,574 - $215,841	2,209 Added 4.25%	54,135 $5.06 Million
Q2 2017 Aug 21, 2017	BUY	N/A	51,926	51,926 $4.5 Million

Others Institutions Holding CRM

# of Institutions

3,237

Shares Held

750M

Call Options Held

15.7M

Put Options Held

16.8M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $326B
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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Sentry Investment Management LLC Salesforce, Inc. Transaction History