Stamos Capital Partners, L.P. Salesforce, Inc. Transaction History

Stamos Capital Partners, L.P.

$412 Million
Q3 2024

A detailed history of Stamos Capital Partners, L.P. transactions in Salesforce, Inc. stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 10,360 shares of CRM stock, worth $3.56 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

10,360

Previous 9,310 11.28%

Holding current value

$3.56 Million

Previous $2.39 Million 18.47%

% of portfolio

0.69%

Previous 0.52%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $250,341 - $290,356	1,050 Added 11.28%	10,360 $2.84 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $970,144 - $1.36 Million	4,450 Added 91.56%	9,310 $2.39 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $251,120 - $316,880	-1,000 Reduced 17.06%	4,860 $1.46 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $796,775 - $1.09 Million	-4,060 Reduced 40.93%	5,860 $1.54 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $123,518 - $142,965	610 Added 6.55%	9,920 $2.01 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $1.1 Million - $1.3 Million	-5,820 Reduced 38.47%	9,310 $1.97 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $1.38 Million - $1.77 Million	-10,730 Reduced 41.49%	15,130 $2.01 Million
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $2.8 Million - $3.72 Million	19,440 Added 302.8%	25,860 $3.72 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $374,996 - $527,428	2,410 Added 60.1%	6,420 $1.06 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $764,065 - $1.02 Million	4,010 New	4,010 $851,000
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $594,405 - $721,089	-2,700 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $994,054 - $1.42 Million	-7,415 Reduced 73.31%	2,700 $506,000
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $1.07 Million - $1.66 Million	8,575 Added 556.82%	10,115 $1.46 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $219,188 - $254,069	1,540 New	1,540 $250,000
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $921,094 - $1.05 Million	-6,348 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$130.4 - $166.95 $606,620 - $776,651	-4,652 Reduced 42.29%	6,348 $1.04 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $1.33 Million - $1.76 Million	11,000 New	11,000 $1.51 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $344B
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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Stamos Capital Partners, L.P. Salesforce, Inc. Transaction History