Shufro Rose & CO LLC Salesforce, Inc. Transaction History

Shufro Rose & CO LLC

$1.2 Billion
Q1 2024

A detailed history of Shufro Rose & CO LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Shufro Rose & CO LLC holds 30,722 shares of CRM stock, worth $8.09 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

30,722

Previous 29,971 2.51%

Holding current value

$8.09 Million

Previous $7.89 Million 17.32%

% of portfolio

0.77%

Previous 0.7%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $188,591 - $237,976	751 Added 2.51%	30,722 $9.25 Million
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $64,173 - $87,390	-327 Reduced 1.08%	29,971 $7.89 Million
Q3 2023 Oct 25, 2023	SELL	$202.49 - $234.37 $1,417 - $1,640	-7 Reduced 0.02%	30,298 $6.14 Million
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $97,089 - $114,817	514 Added 1.73%	30,305 $6.4 Million
Q1 2023 Apr 19, 2023	BUY	$134.8 - $199.78 $115,119 - $170,612	854 Added 2.95%	29,791 $5.95 Million

Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $159,236 - $205,265	-1,242 Reduced 4.12%	28,937 $0
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $76,666 - $101,946	533 Added 1.8%	30,179 $4.34 Million
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $2.54 Million - $3.57 Million	-16,305 Reduced 35.48%	29,646 $4.89 Million
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $155,099 - $207,944	-814 Reduced 1.74%	45,951 $9.76 Million
Q4 2021 Jan 27, 2022	SELL	$247.21 - $309.96 $143,876 - $180,396	-582 Reduced 1.23%	46,765 $11.9 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $78,153 - $93,972	329 Added 0.7%	47,347 $12.8 Million
Q2 2021 Jul 28, 2021	SELL	$210.54 - $246.26 $322,968 - $377,762	-1,534 Reduced 3.16%	47,018 $11.5 Million
Q1 2021 Apr 28, 2021	SELL	$205.33 - $248.59 $253,582 - $307,008	-1,235 Reduced 2.48%	48,552 $10.3 Million
Q4 2020 Feb 03, 2021	BUY	$220.15 - $267.07 $626,987 - $760,615	2,848 Added 6.07%	49,787 $11.1 Million
Q3 2020 Oct 27, 2020	SELL	$185.51 - $281.25 $260,827 - $395,437	-1,406 Reduced 2.91%	46,939 $11.8 Million
Q2 2020 Aug 06, 2020	SELL	$134.06 - $191.65 $66,761 - $95,441	-498 Reduced 1.02%	48,345 $9.06 Million
Q1 2020 Apr 22, 2020	BUY	$124.3 - $193.36 $6.07 Million - $9.44 Million	48,843 New	48,843 $7.03 Million

Others Institutions Holding CRM

# of Institutions

2,999

Shares Held

738M

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 $263B
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 Shufro Rose & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shufro Rose & CO LLC with notifications on news.

Account

Shufro Rose & CO LLC Salesforce, Inc. Transaction History