Vaughan Nelson Investment Management, L.P. Salesforce, Inc. Transaction History

Vaughan Nelson Investment Management, L.P.

$11.2 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$251.12 - $316.88 $72.1 Million - $90.9 Million	-286,923 Reduced 32.01%	609,305 $184 Million
Q4 2023 Jan 24, 2024	SELL	$196.25 - $267.25 $5.77 Million - $7.86 Million	-29,410 Reduced 3.18%	896,228 $236 Million
Q3 2023 Nov 09, 2023	BUY	$202.49 - $234.37 $4.91 Million - $5.68 Million	24,243 Added 2.69%	925,638 $188 Million
Q2 2023 Aug 03, 2023	SELL	$188.89 - $223.38 $34.2 Million - $40.4 Million	-180,863 Reduced 16.71%	901,395 $190 Million
Q1 2023 May 05, 2023	BUY	$134.8 - $199.78 $4.58 Million - $6.79 Million	34,010 Added 3.24%	1,082,258 $216 Million
Q4 2022 Jan 30, 2023	BUY	$128.21 - $165.27 $134 Million - $173 Million	1,048,248 New	1,048,248 $139 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.9 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.7 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.9 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.39 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.81 Billion
0.45% of portfolio

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...

More about CRM

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