Summit Financial, LLC Salesforce, Inc. Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 19,220 shares of CRM stock, worth $6.11 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,220

Previous 19,090 0.68%

Holding current value

$6.11 Million

Previous $4.91 Million 7.17%

% of portfolio

0.21%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $30,994 - $35,948	130 Added 0.68%	19,220 $5.26 Million
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $2.29 Million - $3.2 Million	10,515 Added 122.62%	19,090 $4.91 Million
Q1 2024 Apr 24, 2024	SELL	$251.12 - $316.88 $188,591 - $237,976	-751 Reduced 8.05%	8,575 $2.58 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $139,730 - $190,282	712 Added 8.27%	9,326 $2.45 Million
Q3 2023 Nov 07, 2023	SELL	$202.49 - $234.37 $1.47 Million - $1.7 Million	-7,269 Reduced 45.77%	8,614 $1.75 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $64,789 - $76,619	343 Added 2.21%	15,883 $3.36 Million
Q1 2023 May 03, 2023	SELL	$134.8 - $199.78 $500,647 - $741,982	-3,714 Reduced 19.29%	15,540 $3.1 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $588,740 - $758,919	-4,592 Reduced 19.26%	19,254 $2.55 Million
Q3 2022 Nov 15, 2022	BUY	$143.84 - $191.27 $176,204 - $234,305	1,225 Added 5.42%	23,846 $3.43 Billion
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $1.27 Million - $1.79 Million	8,180 Added 56.64%	22,621 $3.73 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $445,673 - $597,520	2,339 Added 19.33%	14,441 $3.07 Million
Q4 2021 Feb 07, 2022	BUY	$247.21 - $309.96 $312,967 - $392,409	1,266 Added 11.68%	12,102 $3.08 Million
Q3 2021 Nov 08, 2021	BUY	$237.55 - $285.63 $2.19 Million - $2.63 Million	9,210 Added 566.42%	10,836 $2.94 Million
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $342,338 - $400,418	1,626 New	1,626 $397,000

Others Institutions Holding CRM

# of Institutions

2,954

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 $318B
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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Summit Financial, LLC Salesforce, Inc. Transaction History