Toroso Investments, LLC Salesforce, Inc. Transaction History

Toroso Investments, LLC

$5.6 Billion
Q1 2024

A detailed history of Toroso Investments, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Toroso Investments, LLC holds 102,886 shares of CRM stock, worth $24.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

102,886

Previous 92,725 10.96%

Holding current value

$24.9 Million

Previous $24.4 Million 27.0%

% of portfolio

0.55%

Previous 0.59%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $2.55 Million - $3.22 Million	10,161 Added 10.96%	102,886 $31 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $194,680 - $265,112	992 Added 1.08%	92,725 $24.4 Million
Q3 2023 Nov 15, 2023	BUY	$202.49 - $234.37 $4.35 Million - $5.03 Million	21,483 Added 30.58%	91,733 $18.6 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $5.07 Million - $6 Million	26,850 Added 61.87%	70,250 $14.8 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $1.4 Million - $2.07 Million	10,355 Added 31.34%	43,400 $8.67 Million

Q4 2022 Feb 15, 2023	BUY	$128.21 - $165.27 $717,334 - $924,685	5,595 Added 20.38%	33,045 $4.38 Million
Q3 2022 Nov 23, 2022	SELL	$143.84 - $191.27 $7,911 - $10,519	-55 Reduced 0.2%	27,450 $3.95 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $1.07 Million - $1.51 Million	-6,887 Reduced 20.03%	27,505 $4.54 Million
Q1 2022 May 20, 2022	BUY	$190.54 - $255.46 $471,586 - $632,263	2,475 Added 7.75%	34,392 $7.3 Million
Q4 2021 Feb 16, 2022	BUY	$247.21 - $309.96 $997,492 - $1.25 Million	4,035 Added 14.47%	31,917 $8.11 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $1.5 Million - $1.81 Million	6,326 Added 29.35%	27,882 $7.56 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $1.14 Million - $1.33 Million	5,403 Added 33.45%	21,556 $5.27 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $959,301 - $1.16 Million	4,672 Added 40.69%	16,153 $3.42 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $510,087 - $618,801	2,317 Added 25.28%	11,481 $2.56 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $69,380 - $105,187	374 Added 4.25%	9,164 $2.3 Million
Q2 2020 Aug 17, 2020	BUY	$134.06 - $191.65 $413,575 - $591,240	3,085 Added 54.08%	8,790 $1.65 Million
Q1 2020 May 08, 2020	BUY	$124.3 - $193.36 $208,451 - $324,264	1,677 Added 41.63%	5,705 $821,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $26,900 - $31,181	189 Added 4.92%	4,028 $655,000
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $536,385 - $614,124	3,839 New	3,839 $570,000

Others Institutions Holding CRM

# of Institutions

2,993

Shares Held

737M

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 $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...

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Toroso Investments, LLC Salesforce, Inc. Transaction History