A detailed history of Summit Trail Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 43,184 shares of CRM stock, worth $10.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
43,184
Previous 20,095 114.9%
Holding current value
$10.4 Million
Previous $5.29 Million 146.0%
% of portfolio
0.35%
Previous 0.18%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $5.8 Million - $7.32 Million
23,089 Added 114.9%
43,184 $13 Million
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $1.56 Million - $2.12 Million
-7,951 Reduced 28.35%
20,095 $5.29 Million
Q3 2023

Oct 30, 2023

SELL
$202.49 - $234.37 $245,620 - $284,290
-1,213 Reduced 4.15%
28,046 $5.69 Million
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $499,614 - $590,840
2,645 Added 9.94%
29,259 $6.18 Million
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $417,745 - $619,118
3,099 Added 13.18%
26,614 $5.32 Million
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $51,284 - $66,108
-400 Reduced 1.67%
23,515 $3.12 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $86,160 - $114,570
-599 Reduced 2.44%
23,915 $3.44 Million
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $66,285 - $93,230
-426 Reduced 1.71%
24,514 $4.05 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $467,775 - $627,154
-2,455 Reduced 8.96%
24,940 $5.3 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $213,342 - $267,495
-863 Reduced 3.05%
27,395 $6.96 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $3.27 Million - $3.94 Million
13,779 Added 95.17%
28,258 $7.66 Million
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $335,811 - $392,784
-1,595 Reduced 9.92%
14,479 $3.54 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $69,812 - $84,520
340 Added 2.16%
16,074 $3.41 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $3.46 Million - $4.2 Million
15,734 New
15,734 $3.5 Million
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $2.67 Million - $4.05 Million
-14,407 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $43,703 - $62,477
326 Added 2.32%
14,407 $2.7 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $113,237 - $176,150
911 Added 6.92%
14,081 $2.03 Million
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $195,561 - $226,682
1,374 Added 11.65%
13,170 $2.14 Million
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $19,281 - $22,075
138 Added 1.18%
11,796 $1.75 Million
Q1 2019

May 16, 2019

SELL
$130.4 - $166.95 $119,707 - $153,260
-918 Reduced 7.3%
11,658 $1.85 Million
Q4 2018

Feb 13, 2019

SELL
$120.67 - $159.86 $82,900 - $109,823
-687 Reduced 5.18%
12,576 $1.72 Million
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $131,664 - $154,012
960 Added 7.8%
13,263 $2.11 Million
Q2 2018

Aug 10, 2018

SELL
$115.3 - $139.8 $231,291 - $280,438
-2,006 Reduced 14.02%
12,303 $1.68 Million
Q1 2018

May 22, 2018

SELL
$104.03 - $127.99 $187 Million - $230 Million
-1,800,320 Reduced 99.21%
14,309 $1.82 Million
Q1 2018

May 21, 2018

BUY
$104.03 - $127.99 $187 Million - $231 Million
1,801,321 Added 13535.63%
1,814,629 $1.82 Million
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $1.25 Million - $1.45 Million
13,308
13,308 $1.5 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $242B
  • 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
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