Shelton Capital Management Salesforce, Inc. Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

A detailed history of Shelton Capital Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Shelton Capital Management holds 36,976 shares of CRM stock, worth $12.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

36,976

Previous 37,557 1.55%

Holding current value

$12.7 Million

Previous $9.66 Million 4.82%

% of portfolio

0.26%

Previous 0.27%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $138,522 - $160,663	-581 Reduced 1.55%	36,976 $10.1 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $43,602 - $60,948	200 Added 0.54%	37,557 $9.66 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $9.38 Million - $11.8 Million	37,357 New	37,357 $11.3 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $1.03 Million - $1.4 Million	5,256 Added 32.05%	21,657 $5.7 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $3.32 Million - $3.84 Million	16,401 New	16,401 $3.33 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $605,959 - $716,603	-3,208 Reduced 14.25%	19,301 $4.08 Million
Q1 2023 May 11, 2023	SELL	$134.8 - $199.78 $187,506 - $277,893	-1,391 Reduced 5.82%	22,509 $4.5 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $1.95 Million - $2.51 Million	-15,201 Reduced 38.88%	23,900 $3.17 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $1.96 Million - $2.6 Million	13,600 Added 53.33%	39,101 $5.62 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $918,040 - $1.29 Million	5,900 Added 30.1%	25,501 $4.21 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $48,397 - $64,886	254 Added 1.31%	19,601 $4.16 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $12,360 - $15,497	50 Added 0.26%	19,347 $4.92 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $878,935 - $1.06 Million	3,700 Added 23.72%	19,297 $5.23 Million
Q2 2021 Aug 12, 2021	SELL	$210.54 - $246.26 $3.28 Million - $3.84 Million	-15,597 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $3.2 Million - $3.88 Million	15,597 New	15,597 $3.31 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $45,791 - $55,550	208 Added 2.97%	7,209 $1.6 Million
Q2 2020 Aug 12, 2020	SELL	$134.06 - $191.65 $39,145 - $55,961	-292 Reduced 4.0%	7,001 $1.31 Million
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $869,229 - $1.35 Million	-6,993 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$142.33 - $164.98 $380,732 - $441,321	-2,675 Reduced 27.67%	6,993 $1.14 Million
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $1.35 Million - $1.55 Million	9,668 New	9,668 $1.44 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $1.25 Million - $1.43 Million	8,603 Added 807.79%	9,668 $1.47 Million
Q1 2019 May 10, 2019	SELL	$130.4 - $166.95 $542,333 - $694,345	-4,159 Reduced 79.61%	1,065 $6.72 Million
Q4 2018 Jan 31, 2019	SELL	$120.67 - $159.86 $630,380 - $835,108	-5,224 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $602,327 - $730,315	5,224 New	5,224 $713,000
Q4 2017 Feb 06, 2018	SELL	$93.94 - $108.8 $537,712 - $622,771	-5,724 Closed	0 $0
Q3 2017 Nov 28, 2017	BUY	$87.63 - $97.71 $501,594 - $559,292	5,724 New	5,724 $535,000
Q3 2017 Nov 14, 2017	SELL	$87.63 - $97.71 $519,120 - $578,834	-5,924 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	200 Added 3.49%	5,924 $513,000
Q1 2017 Nov 28, 2017	SELL	N/A	-636 Reduced 10.0%	5,724 $472,000
Q3 2016 Dec 06, 2017	BUY	N/A	11,960 New	11,960 $853,000
Q3 2016 Dec 04, 2017	BUY	N/A	6,360	6,360 $435,000

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

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 $343B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Capital Management with notifications on news.

Account

Shelton Capital Management Salesforce, Inc. Transaction History