Stifel Financial Corp Salesforce, Inc. Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 1,198,885 shares of CRM stock, worth $413 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,198,885

Previous 1,229,072 2.46%

Holding current value

$413 Million

Previous $316 Million 3.85%

% of portfolio

0.35%

Previous 0.36%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $7.2 Million - $8.35 Million	-30,187 Reduced 2.46%	1,198,885 $328 Million
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $27.5 Million - $38.4 Million	-126,101 Reduced 9.31%	1,229,072 $316 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $1.39 Million - $1.75 Million	-5,528 Reduced 0.41%	1,355,173 $408 Million
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $147,776 - $201,239	-753 Reduced 0.06%	1,360,701 $358 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $979,444 - $1.13 Million	-4,837 Reduced 0.35%	1,361,454 $276 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $6.05 Million - $7.15 Million	32,012 Added 2.4%	1,366,291 $289 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $7.08 Million - $10.5 Million	52,511 Added 4.1%	1,334,279 $267 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $19.1 Million - $24.7 Million	-149,200 Reduced 10.43%	1,281,768 $170 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $1.74 Million - $2.32 Million	12,112 Added 0.85%	1,430,968 $206 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $14.3 Million - $20.1 Million	-92,035 Reduced 6.09%	1,418,856 $234 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $6.05 Million - $8.12 Million	31,772 Added 2.15%	1,510,891 $321 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $16 Million - $20 Million	64,538 Added 4.56%	1,479,119 $376 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $1.06 Million - $1.27 Million	4,462 Added 0.32%	1,414,581 $384 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $20.6 Million - $24.1 Million	97,731 Added 7.45%	1,410,119 $344 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $10.5 Million - $12.7 Million	51,017 Added 4.04%	1,312,388 $278 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $8.59 Million - $10.4 Million	39,036 Added 3.19%	1,261,371 $281 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $4.23 Million - $6.42 Million	22,816 Added 1.9%	1,222,335 $307 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $20.7 Million - $29.6 Million	154,617 Added 14.8%	1,199,519 $225 Million
Q1 2020 May 14, 2020	SELL	$124.3 - $193.36 $12.6 Million - $19.6 Million	-101,419 Reduced 8.85%	1,044,902 $150 Million
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $32.8 Million - $38.1 Million	230,756 Added 25.2%	1,146,321 $186 Million
Q3 2019 Nov 19, 2019	SELL	$139.72 - $159.97 $18,443 - $21,116	-132 Reduced 0.01%	915,565 $136 Million
Q3 2019 Nov 13, 2019	SELL	$139.72 - $159.97 $6.64 Million - $7.61 Million	-47,557 Reduced 4.94%	915,697 $136 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $16.5 Million - $18.8 Million	113,423 Added 13.35%	963,254 $146 Million
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $6.92 Million - $8.86 Million	53,063 Added 6.66%	849,831 $135 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $6.12 Million - $8.11 Million	50,715 Added 6.8%	796,768 $109 Million
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $2.92 Million - $3.41 Million	21,266 Added 2.93%	746,053 $119 Million
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $9.27 Million - $11.2 Million	80,441 Added 12.48%	724,787 $98.9 Million
Q1 2018 May 11, 2018	BUY	$104.03 - $127.99 $2.64 Million - $3.25 Million	25,374 Added 4.1%	644,346 $75 Million
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $4.98 Million - $5.76 Million	52,964 Added 9.36%	618,972 $63.3 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $49.6 Million - $55.3 Million	566,008	566,008 $0

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Salesforce, Inc. Transaction History