Shepherd Financial Partners LLC Salesforce, Inc. Transaction History

Shepherd Financial Partners LLC

$826 Million
Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 8,050 shares of CRM stock, worth $2.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,050

Previous 7,923 1.6%

Holding current value

$2.5 Million

Previous $2.04 Million 8.15%

% of portfolio

0.27%

Previous 0.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$238.42 - $276.53 $30,279 - $35,119	127 Added 1.6%	8,050 $2.2 Million
Q2 2024 Aug 07, 2024	BUY	$218.01 - $304.74 $4,142 - $5,790	19 Added 0.24%	7,923 $2.04 Million
Q1 2024 Apr 22, 2024	SELL	$251.12 - $316.88 $1,004 - $1,267	-4 Reduced 0.05%	7,904 $2.38 Million
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $9,812 - $13,362	-50 Reduced 0.63%	7,908 $2.08 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $14,174 - $16,405	70 Added 0.89%	7,958 $1.61 Million
Q1 2023 May 01, 2023	BUY	$134.8 - $199.78 $252,750 - $374,587	1,875 Added 31.18%	7,888 $1.58 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $437,067 - $563,405	-3,409 Reduced 36.18%	6,013 $797,000
Q3 2022 Nov 09, 2022	BUY	$143.84 - $191.27 $28,768 - $38,254	200 Added 2.17%	9,422 $1.36 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $115,610 - $162,605	743 Added 8.76%	9,222 $1.52 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $1,143 - $1,532	-6 Reduced 0.07%	8,479 $1.8 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $47,464 - $59,512	192 Added 2.32%	8,485 $2.16 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $4,988 - $5,998	21 Added 0.25%	8,293 $2.25 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $2,737 - $3,201	13 Added 0.16%	8,272 $2.02 Million
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $4,927 - $5,966	-24 Reduced 0.29%	8,259 $1.75 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $9,686 - $11,751	44 Added 0.53%	8,283 $1.85 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $11,687 - $17,718	63 Added 0.77%	8,239 $2.07 Million
Q2 2020 Aug 05, 2020	BUY	$134.06 - $191.65 $36,062 - $51,553	269 Added 3.4%	8,176 $1.53 Million
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $7,333 - $11,408	59 Added 0.75%	7,907 $1.14 Million
Q4 2019 Jan 31, 2020	BUY	$142.33 - $164.98 $33,162 - $38,440	233 Added 3.06%	7,848 $1.28 Million
Q3 2019 Nov 25, 2019	BUY	$139.72 - $159.97 $269,519 - $308,582	1,929 Added 33.93%	7,615 $1.13 Million
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $825,038 - $943,648	5,686 New	5,686 $863,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

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 $311B
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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Shepherd Financial Partners LLC Salesforce, Inc. Transaction History