Sustainable Insight Capital Management, LLC Salesforce, Inc. Transaction History

Sustainable Insight Capital Management, LLC

$132 Million
Q1 2024

A detailed history of Sustainable Insight Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sustainable Insight Capital Management, LLC holds 699 shares of CRM stock, worth $176,560. This represents 0.16% of its overall portfolio holdings.

Number of Shares

699

Previous 899 22.25%

Holding current value

$176,560

Previous $236,000 11.02%

% of portfolio

0.16%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$251.12 - $316.88 $50,224 - $63,376	-200 Reduced 22.25%	699 $210,000
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $137,375 - $187,075	-700 Reduced 43.78%	899 $236,000
Q3 2023 Oct 23, 2023	SELL	$202.49 - $234.37 $141,743 - $164,059	-700 Reduced 30.45%	1,599 $324,000
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $20,211 - $23,901	107 Added 4.88%	2,299 $485,000
Q1 2023 May 08, 2023	BUY	$134.8 - $199.78 $59,446 - $88,102	441 Added 25.19%	2,192 $437,000

Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $5,513 - $7,106	43 Added 2.52%	1,751 $232,000
Q3 2022 Nov 03, 2022	SELL	$143.84 - $191.27 $14,384 - $19,127	-100 Reduced 5.53%	1,708 $246,000
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $7,621 - $10,218	40 Added 2.26%	1,808 $384,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $42,272 - $53,003	-171 Reduced 8.82%	1,768 $449,000
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $35,632 - $42,844	150 Added 8.38%	1,939 $526,000
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $107,592 - $130,261	-524 Reduced 22.65%	1,789 $379,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $95,985 - $116,442	436 Added 23.23%	2,313 $515,000
Q1 2020 May 08, 2020	BUY	$124.3 - $193.36 $233,311 - $362,936	1,877 New	1,877 $270,000
Q3 2019 Nov 08, 2019	SELL	$139.72 - $159.97 $2.93 Million - $3.36 Million	-21,000 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $1.12 Million - $1.28 Million	7,700 Added 57.89%	21,000 $3.19 Million
Q1 2019 May 08, 2019	SELL	$130.4 - $166.95 $3.24 Million - $4.15 Million	-24,857 Reduced 65.14%	13,300 $2.11 Million
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $676,838 - $896,654	-5,609 Reduced 12.82%	38,157 $5.23 Million
Q3 2018 Nov 09, 2018	SELL	$137.15 - $160.43 $8.17 Million - $9.56 Million	-59,594 Reduced 57.66%	43,766 $6.96 Million
Q2 2018 Aug 13, 2018	SELL	$115.3 - $139.8 $362,042 - $438,972	-3,140 Reduced 2.95%	103,360 $14.1 Million
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $2.46 Million - $3.02 Million	23,600 Added 28.47%	106,500 $12.4 Million
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $2.5 Million - $2.89 Million	26,600 Added 47.25%	82,900 $8.48 Million
Q3 2017 Nov 14, 2017	SELL	$87.63 - $97.71 $876,300 - $977,099	-10,000 Reduced 15.08%	56,300 $5.26 Million
Q2 2017 Aug 14, 2017	BUY	N/A	66,300	66,300 $5.74 Million

Others Institutions Holding CRM

# of Institutions

3,001

Shares Held

739M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $253B
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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Sustainable Insight Capital Management, LLC Salesforce, Inc. Transaction History