Smith, Salley & Associates Salesforce, Inc. Transaction History

Smith, Salley & Associates

$1.35 Billion
Q2 2024

A detailed history of Smith, Salley & Associates transactions in Salesforce, Inc. stock. As of the latest transaction made, Smith, Salley & Associates holds 4,629 shares of CRM stock, worth $1.24 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,629

Previous 5,286 12.43%

Holding current value

$1.24 Million

Previous $1.59 Million 25.25%

% of portfolio

0.09%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$218.01 - $304.74 $143,232 - $200,214	-657 Reduced 12.43%	4,629 $1.19 Million
Q1 2024 May 02, 2024	BUY	$251.12 - $316.88 $73,075 - $92,212	291 Added 5.83%	5,286 $1.59 Million
Q4 2023 Jan 24, 2024	BUY	$196.25 - $267.25 $36,306 - $49,441	185 Added 3.85%	4,995 $1.31 Million
Q3 2023 Oct 27, 2023	BUY	$202.49 - $234.37 $44,547 - $51,561	220 Added 4.79%	4,810 $975,000
Q2 2023 Aug 04, 2023	SELL	$188.89 - $223.38 $15,111 - $17,870	-80 Reduced 1.71%	4,590 $969,000
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $194,381 - $288,082	1,442 Added 44.67%	4,670 $932,000
Q4 2022 Feb 03, 2023	SELL	$128.21 - $165.27 $13,846 - $17,849	-108 Reduced 3.24%	3,228 $428,000
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $18,267 - $24,291	127 Added 3.96%	3,336 $480,000
Q2 2022 Aug 01, 2022	SELL	$155.6 - $218.85 $149,220 - $209,877	-959 Reduced 23.01%	3,209 $530,000
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $1,524 - $2,043	8 Added 0.19%	4,168 $885,000
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $40,048 - $50,213	-162 Reduced 3.75%	4,160 $1.06 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $129,939 - $156,239	547 Added 14.49%	4,322 $1.17 Million
Q2 2021 Aug 09, 2021	BUY	$210.54 - $246.26 $333,916 - $390,568	1,586 Added 72.45%	3,775 $922,000
Q1 2021 Apr 30, 2021	SELL	$205.33 - $248.59 $38,602 - $46,734	-188 Reduced 7.91%	2,189 $464,000
Q4 2020 Jan 28, 2021	BUY	$220.15 - $267.07 $108,754 - $131,932	494 Added 26.23%	2,377 $529,000
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $3,710 - $5,625	-20 Reduced 1.05%	1,883 $473,000
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $255,116 - $364,709	1,903 New	1,903 $356,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

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 $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...

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Smith, Salley & Associates Salesforce, Inc. Transaction History