A detailed history of Simon Quick Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 3,102 shares of CRM stock, worth $827,613. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,102
Previous 4,250 27.01%
Holding current value
$827,613
Previous $1.28 Million 37.73%
% of portfolio
0.06%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $250,275 - $349,841
-1,148 Reduced 27.01%
3,102 $797,000
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $311,891 - $393,564
1,242 Added 41.29%
4,250 $1.28 Million
Q4 2023

Jan 16, 2024

BUY
$196.25 - $267.25 $24,138 - $32,871
123 Added 4.26%
3,008 $791,000
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $53,659 - $62,108
265 Added 10.11%
2,885 $585,000
Q2 2023

Aug 01, 2023

BUY
$188.89 - $223.38 $25,877 - $30,603
137 Added 5.52%
2,620 $553,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $8,088 - $11,986
-60 Reduced 2.36%
2,483 $496,000
Q4 2022

Jan 30, 2023

BUY
$128.21 - $165.27 $103,465 - $133,372
807 Added 46.49%
2,543 $337,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $65,591 - $87,219
456 Added 35.63%
1,736 $250,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $107,675 - $151,444
-692 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$190.54 - $255.46 $67,070 - $89,921
-352 Reduced 33.72%
692 $147,000
Q4 2021

Feb 08, 2022

SELL
$247.21 - $309.96 $139,179 - $174,507
-563 Reduced 35.03%
1,044 $265,000
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $14,728 - $17,709
62 Added 4.01%
1,607 $435,000
Q2 2021

Jul 21, 2021

BUY
$210.54 - $246.26 $44,423 - $51,960
211 Added 15.82%
1,545 $377,000
Q3 2020

Oct 26, 2020

SELL
$185.51 - $281.25 $4,452 - $6,750
-24 Reduced 1.77%
1,334 $335,000
Q2 2020

Aug 04, 2020

BUY
$134.06 - $191.65 $7,507 - $10,732
56 Added 4.3%
1,358 $254,000
Q1 2020

Apr 09, 2020

BUY
$124.3 - $193.36 $120,322 - $187,172
968 Added 289.82%
1,302 $187,000
Q4 2019

Jan 06, 2020

BUY
$142.33 - $164.98 $47,538 - $55,103
334 New
334 $54,000
Q3 2019

Oct 16, 2019

SELL
$139.72 - $159.97 $23,752 - $27,194
-170 Closed
0 $0
Q2 2019

Aug 05, 2019

BUY
$145.1 - $165.96 $24,667 - $28,213
170 New
170 $0
Q1 2018

May 07, 2018

SELL
$104.03 - $127.99 $14,460 - $17,790
-139 Closed
0 $0
Q3 2017

Nov 06, 2017

BUY
$87.63 - $97.71 $12,180 - $13,581
139
139 $13,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.