Summit Global Investments Salesforce, Inc. Transaction History

Summit Global Investments

$1.37 Billion
Q1 2025

A detailed history of Summit Global Investments transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Global Investments holds 3,597 shares of CRM stock, worth $982,448. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,597

Previous 23,938 84.97%

Holding current value

$982,448

Previous $8 Million 87.94%

% of portfolio

0.07%

Previous 0.5%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$268.36 - $359.95 $5.46 Million - $7.32 Million	-20,341 Reduced 84.97%	3,597 $965,000
Q4 2024 Feb 11, 2025	BUY	$270.87 - $367.87 $1,625 - $2,207	6 Added 0.03%	23,938 $8 Million
Q3 2024 Oct 31, 2024	BUY	$238.42 - $276.53 $5.17 Million - $6 Million	21,699 Added 971.74%	23,932 $6.55 Million
Q2 2024 Jul 22, 2024	BUY	$218.01 - $304.74 $197,299 - $275,789	905 Added 68.15%	2,233 $574,000
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $37,668 - $47,532	-150 Reduced 10.15%	1,328 $400,000
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $16.6 Million - $22.6 Million	-84,677 Reduced 98.28%	1,478 $389,000
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $17.2 Million - $19.9 Million	84,723 Added 5916.41%	86,155 $17.5 Million
Q2 2023 Jul 18, 2023	BUY	$188.89 - $223.38 $270,490 - $319,880	1,432 New	1,432 $303,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $431,807 - $574,192	-3,002 Closed	0 $0
Q2 2022 Aug 23, 2022	SELL	$155.6 - $218.85 $371,417 - $522,394	-2,387 Reduced 44.29%	3,002 $495,000
Q1 2022 Apr 29, 2022	BUY	$190.54 - $255.46 $1,143 - $1,532	6 Added 0.11%	5,389 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $71,938 - $90,198	291 Added 5.71%	5,383 $1.37 Million
Q3 2021 Nov 08, 2021	SELL	$237.55 - $285.63 $562,755 - $676,657	-2,369 Reduced 31.75%	5,092 $1.38 Million
Q2 2021 Jan 28, 2022	SELL	$210.54 - $246.26 $14,106 - $16,499	-67 Reduced 0.89%	7,461 $1.82 Million
Q1 2021 Jan 27, 2022	SELL	$205.33 - $248.59 $2 Million - $2.42 Million	-9,734 Reduced 56.39%	7,528 $1.6 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $322,299 - $390,990	1,464 Added 9.27%	17,262 $3.84 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $61,960 - $93,937	334 Added 2.16%	15,798 $3.97 Million
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $844,443 - $1.21 Million	6,299 Added 68.73%	15,464 $2.9 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $1.14 Million - $1.77 Million	9,165 New	9,165 $1.32 Million
Q4 2018 Feb 08, 2019	SELL	$120.67 - $159.86 $1.22 Million - $1.62 Million	-10,108 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	$137.15 - $160.43 $27,430 - $32,086	-200 Reduced 1.94%	10,108 $1.61 Million
Q2 2018 Aug 10, 2018	SELL	$115.3 - $139.8 $2.29 Million - $2.78 Million	-19,870 Reduced 65.84%	10,308 $1.41 Million
Q1 2018 May 03, 2018	SELL	$104.03 - $127.99 $174,354 - $214,511	-1,676 Reduced 5.26%	30,178 $3.51 Million
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $2.99 Million - $3.47 Million	31,854	31,854 $3.26 Million

Others Institutions Holding CRM

# of Institutions

3,354

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $273B
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 Global Investments Salesforce, Inc. Transaction History