Tiemann Investment Advisors, LLC Salesforce, Inc. Transaction History

Tiemann Investment Advisors, LLC

$224 Million
Q2 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 9,875 shares of CRM stock, worth $2.63 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

9,875

Previous 10,188 3.07%

Holding current value

$2.63 Million

Previous $3.07 Million 17.28%

% of portfolio

1.14%

Previous 1.38%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $68,237 - $95,383	-313 Reduced 3.07%	9,875 $2.54 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $48,670 - $66,278	248 Added 2.49%	10,188 $2.68 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $3,037 - $3,515	-15 Reduced 0.15%	9,940 $2.02 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $36,833 - $43,559	195 Added 2.0%	9,955 $2.1 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $18,198 - $26,970	135 Added 1.4%	9,760 $1.95 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $53,207 - $68,587	415 Added 4.51%	9,625 $1.28 Million
Q3 2022 Nov 15, 2022	BUY	$143.84 - $191.27 $27,329 - $36,341	190 Added 2.11%	9,210 $1.33 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $18,672 - $26,262	120 Added 1.35%	9,020 $1.49 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $13,337 - $17,882	-70 Reduced 0.78%	8,900 $1.89 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $11,124 - $13,948	-45 Reduced 0.5%	8,970 $2.28 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $39,195 - $47,128	-165 Reduced 1.8%	9,015 $2.45 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $4,210 - $4,925	20 Added 0.22%	9,180 $2.24 Million
Q1 2021 May 12, 2021	SELL	$205.33 - $248.59 $2.3 Million - $2.78 Million	-11,181 Reduced 54.97%	9,160 $1.94 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $2.29 Million - $2.77 Million	11,151 Added 121.34%	20,341 $1.29 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $44,030 - $53,414	200 Added 2.22%	9,190 $2.05 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $23,460 - $33,538	175 Added 1.99%	8,990 $1.68 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $9,322 - $14,502	75 Added 0.86%	8,815 $1.27 Million
Q3 2019 Nov 15, 2019	BUY	$139.72 - $159.97 $3,493 - $3,999	25 Added 0.29%	8,740 $1.3 Million
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $7,255 - $8,298	50 Added 0.58%	8,715 $1.32 Million
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $39,120 - $50,085	300 Added 3.59%	8,665 $1.37 Million
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $3,016 - $3,996	-25 Reduced 0.3%	8,365 $1.15 Million
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $78,022 - $95,992	-750 Reduced 8.21%	8,390 $976,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,140	9,140 $792,000

Others Institutions Holding CRM

# of Institutions

2,896

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 $267B
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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Tiemann Investment Advisors, LLC Salesforce, Inc. Transaction History