Umb Bank, N.A. Salesforce, Inc. Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in Salesforce, Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 88,411 shares of CRM stock, worth $30.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

88,411

Previous 89,426 1.14%

Holding current value

$30.5 Million

Previous $23 Million 5.25%

% of portfolio

0.38%

Previous 0.38%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$238.42 - $276.53 $241,996 - $280,677	-1,015 Reduced 1.14%	88,411 $24.2 Million
Q2 2024 Jul 29, 2024	BUY	$218.01 - $304.74 $14,170 - $19,808	65 Added 0.07%	89,426 $23 Million
Q1 2024 Apr 26, 2024	SELL	$251.12 - $316.88 $19,587 - $24,716	-78 Reduced 0.09%	89,361 $26.9 Million
Q4 2023 Jan 23, 2024	BUY	$196.25 - $267.25 $91,060 - $124,004	464 Added 0.52%	89,439 $23.5 Million
Q3 2023 Oct 18, 2023	BUY	$202.49 - $234.37 $4.82 Million - $5.58 Million	23,815 Added 36.55%	88,975 $18 Million
Q2 2023 Jul 25, 2023	BUY	$188.89 - $223.38 $5.9 Million - $6.98 Million	31,243 Added 92.12%	65,160 $13.8 Million
Q1 2023 Apr 11, 2023	SELL	$134.8 - $199.78 $839,804 - $1.24 Million	-6,230 Reduced 15.52%	33,917 $6.78 Million
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $14.3 Million - $18.4 Million	-111,229 Reduced 73.48%	40,147 $5.32 Million
Q3 2022 Oct 13, 2022	SELL	$143.84 - $191.27 $785,366 - $1.04 Million	-5,460 Reduced 3.48%	151,376 $21.8 Million
Q2 2022 Jul 20, 2022	SELL	$155.6 - $218.85 $70,331 - $98,920	-452 Reduced 0.29%	156,836 $25.9 Million
Q1 2022 Apr 22, 2022	BUY	$190.54 - $255.46 $1.55 Million - $2.08 Million	8,145 Added 5.46%	157,288 $33.4 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $3.24 Million - $4.06 Million	13,096 Added 9.63%	149,143 $37.9 Million
Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $871,570 - $1.05 Million	3,669 Added 2.77%	136,047 $36.9 Million
Q2 2021 Jul 26, 2021	SELL	$210.54 - $246.26 $148,641 - $173,859	-706 Reduced 0.53%	132,378 $32.3 Million
Q1 2021 Apr 15, 2021	BUY	$205.33 - $248.59 $521,332 - $631,170	2,539 Added 1.94%	133,084 $28.2 Million
Q4 2020 Feb 04, 2021	SELL	$220.15 - $267.07 $774,928 - $940,086	-3,520 Reduced 2.63%	130,545 $29.1 Million
Q2 2020 Jul 16, 2020	SELL	$134.06 - $191.65 $259,272 - $370,651	-1,934 Reduced 1.42%	134,065 $25.1 Million
Q1 2020 May 26, 2020	BUY	$124.3 - $193.36 $162,584 - $252,914	1,308 Added 0.97%	135,999 $19.6 Million
Q4 2019 Jan 31, 2020	BUY	$142.33 - $164.98 $118,133 - $136,933	830 Added 0.62%	134,691 $21.9 Million
Q3 2019 Oct 30, 2019	BUY	$139.72 - $159.97 $5.38 Million - $6.16 Million	38,520 Added 40.4%	133,861 $19.9 Million
Q2 2019 Jul 30, 2019	BUY	$145.1 - $165.96 $5.85 Million - $6.69 Million	40,309 Added 73.25%	95,341 $14.5 Million
Q1 2019 Apr 30, 2019	BUY	$130.4 - $166.95 $2.55 Million - $3.26 Million	19,553 Added 55.11%	55,032 $8.72 Million
Q4 2018 Jan 24, 2019	BUY	$120.67 - $159.86 $61,541 - $81,528	510 Added 1.46%	35,479 $4.86 Million
Q3 2018 Oct 22, 2018	BUY	$137.15 - $160.43 $1.14 Million - $1.33 Million	8,284 Added 31.04%	34,969 $5.56 Million
Q2 2018 Jul 31, 2018	SELL	$115.3 - $139.8 $20,638 - $25,024	-179 Reduced 0.67%	26,685 $3.64 Million
Q1 2018 Apr 25, 2018	BUY	$104.03 - $127.99 $791,668 - $974,003	7,610 Added 39.52%	26,864 $3.12 Million
Q4 2017 Jan 22, 2018	BUY	$93.94 - $108.8 $11,178 - $12,947	119 Added 0.62%	19,254 $1.97 Million
Q3 2017 Oct 11, 2017	BUY	$87.63 - $97.71 $1.68 Million - $1.87 Million	19,135	19,135 $1.79 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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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