Sigma Planning Corp Salesforce, Inc. Transaction History

Sigma Planning Corp

$3.22 Billion
Q3 2024

A detailed history of Sigma Planning Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Sigma Planning Corp holds 25,003 shares of CRM stock, worth $8.55 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,003

Previous 25,992 3.81%

Holding current value

$8.55 Million

Previous $6.68 Million 2.41%

% of portfolio

0.21%

Previous 0.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$238.42 - $276.53 $235,797 - $273,488	-989 Reduced 3.81%	25,003 $6.84 Million
Q2 2024 Aug 05, 2024	SELL	$218.01 - $304.74 $486,816 - $680,484	-2,233 Reduced 7.91%	25,992 $6.68 Million
Q1 2024 May 01, 2024	BUY	$251.12 - $316.88 $4.19 Million - $5.28 Million	16,670 Added 144.27%	28,225 $8.5 Million
Q4 2023 Feb 01, 2024	SELL	$196.25 - $267.25 $3.46 Million - $4.71 Million	-17,612 Reduced 60.38%	11,555 $3.04 Million
Q3 2023 Nov 06, 2023	SELL	$202.49 - $234.37 $720,864 - $834,357	-3,560 Reduced 10.88%	29,167 $5.91 Million
Q2 2023 Aug 01, 2023	SELL	$188.89 - $223.38 $324,890 - $384,213	-1,720 Reduced 4.99%	32,727 $6.91 Million
Q1 2023 May 05, 2023	SELL	$134.8 - $199.78 $29,521 - $43,751	-219 Reduced 0.63%	34,447 $6.88 Million
Q4 2022 Jan 24, 2023	SELL	$128.21 - $165.27 $587,586 - $757,432	-4,583 Reduced 11.68%	34,666 $0
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $63,289 - $84,158	440 Added 1.13%	39,249 $5.65 Million
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $647,296 - $910,416	-4,160 Reduced 9.68%	38,809 $6.41 Million
Q1 2022 Apr 20, 2022	BUY	$190.54 - $255.46 $183,490 - $246,007	963 Added 2.29%	42,969 $9.12 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $358,948 - $450,061	1,452 Added 3.58%	42,006 $10.7 Million
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $1.2 Million - $1.45 Million	5,061 Added 14.26%	40,554 $11 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $224,856 - $263,005	-1,068 Reduced 2.92%	35,493 $8.67 Million
Q1 2021 May 06, 2021	SELL	$205.33 - $248.59 $3.23 Million - $3.92 Million	-15,753 Reduced 30.11%	36,561 $7.75 Million
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $1.8 Million - $2.18 Million	8,157 Added 18.47%	52,314 $11.6 Million
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $4.02 Million - $6.1 Million	21,695 Added 96.59%	44,157 $11.1 Million
Q2 2020 Jul 31, 2020	BUY	$134.06 - $191.65 $153,766 - $219,822	1,147 Added 5.38%	22,462 $4.21 Million
Q1 2020 May 01, 2020	SELL	$124.3 - $193.36 $90,117 - $140,186	-725 Reduced 3.29%	21,315 $3.07 Million
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $5,693 - $6,599	40 Added 0.18%	22,040 $3.59 Million
Q3 2019 Nov 01, 2019	SELL	$139.72 - $159.97 $251,076 - $287,466	-1,797 Reduced 7.55%	22,000 $3.27 Million
Q2 2019 Aug 01, 2019	SELL	$145.1 - $165.96 $407,005 - $465,517	-2,805 Reduced 10.54%	23,797 $3.61 Million
Q1 2019 May 01, 2019	BUY	$130.4 - $166.95 $970,697 - $1.24 Million	7,444 Added 38.86%	26,602 $4.21 Million
Q4 2018 Jan 31, 2019	SELL	$120.67 - $159.86 $2.11 Million - $2.8 Million	-17,522 Reduced 47.77%	19,158 $2.62 Million
Q3 2018 Nov 07, 2018	BUY	$137.15 - $160.43 $958,404 - $1.12 Million	6,988 Added 23.53%	36,680 $5.83 Million
Q2 2018 Aug 02, 2018	BUY	$115.3 - $139.8 $2.65 Million - $3.21 Million	22,953 Added 340.6%	29,692 $4.05 Million
Q1 2018 May 11, 2018	BUY	$104.03 - $127.99 $110,167 - $135,541	1,059 Added 18.64%	6,739 $784,000
Q4 2017 Feb 07, 2018	BUY	$93.94 - $108.8 $100,703 - $116,633	1,072 Added 23.26%	5,680 $581,000
Q3 2017 Nov 06, 2017	BUY	$87.63 - $97.71 $403,799 - $450,247	4,608	4,608 $430,000

Others Institutions Holding CRM

# of Institutions

2,945

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 $342B
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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Sigma Planning Corp Salesforce, Inc. Transaction History