Symphony Financial, Ltd. Co. Salesforce, Inc. Transaction History

Symphony Financial, Ltd. Co.

$546 Million
Q2 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Salesforce, Inc. stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 14,156 shares of CRM stock, worth $3.45 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

14,156

Previous 10,535 34.37%

Holding current value

$3.45 Million

Previous $3.17 Million 14.72%

% of portfolio

0.67%

Previous 0.74%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $789,414 - $1.1 Million	3,621 Added 34.37%	14,156 $3.64 Million
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $341,523 - $430,956	-1,360 Reduced 11.43%	10,535 $3.17 Million
Q4 2023 Jan 18, 2024	SELL	$196.25 - $267.25 $547,537 - $745,627	-2,790 Reduced 19.0%	11,895 $3.13 Million
Q3 2023 Nov 07, 2023	SELL	$202.49 - $234.37 $31,183 - $36,092	-154 Reduced 1.04%	14,685 $2.98 Million
Q2 2023 Jul 12, 2023	SELL	$188.89 - $223.38 $53,078 - $62,769	-281 Reduced 1.86%	14,839 $3.13 Million
Q1 2023 May 03, 2023	SELL	$134.8 - $199.78 $56,346 - $83,508	-418 Reduced 2.69%	15,120 $3.02 Million
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $181,032 - $233,361	-1,412 Reduced 8.33%	15,538 $0
Q3 2022 Oct 27, 2022	BUY	$143.84 - $191.27 $2,732 - $3,634	19 Added 0.11%	16,950 $2.49 Million
Q2 2022 Jul 18, 2022	BUY	$155.6 - $218.85 $884,119 - $1.24 Million	5,682 Added 50.51%	16,931 $2.89 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $1.45 Million - $1.95 Million	7,620 Added 209.98%	11,249 $2.24 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $498,128 - $624,569	2,015 Added 124.85%	3,629 $926,000
Q3 2021 Oct 12, 2021	SELL	$237.55 - $285.63 $235,649 - $283,344	-992 Reduced 38.07%	1,614 $437,000
Q2 2021 Jul 13, 2021	SELL	$210.54 - $246.26 $262,964 - $307,578	-1,249 Reduced 32.4%	2,606 $638,000
Q1 2021 Apr 15, 2021	SELL	$205.33 - $248.59 $155,640 - $188,431	-758 Reduced 16.43%	3,855 $852,000
Q4 2020 Jan 13, 2021	BUY	$220.15 - $267.07 $46,891 - $56,885	213 Added 4.84%	4,613 $1.02 Million
Q3 2020 Oct 09, 2020	BUY	$185.51 - $281.25 $122,251 - $185,343	659 Added 17.62%	4,400 $1.11 Million
Q2 2020 Jul 08, 2020	BUY	$134.06 - $191.65 $501,518 - $716,962	3,741 New	3,741 $701,000

Others Institutions Holding CRM

# of Institutions

2,895

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $244B
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 Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Account

Symphony Financial, Ltd. Co. Salesforce, Inc. Transaction History