Veritable, L.P. Salesforce, Inc. Transaction History

Veritable, L.P.

$0
Q3 2023

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $21,911 - $25,912	-116 Reduced 0.61%	18,774 $3.97 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $236,978 - $351,213	1,758 Added 10.26%	18,890 $3.77 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $14,231 - $18,344	-111 Reduced 0.64%	17,132 $2.27 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $266,823 - $354,805	-1,855 Reduced 9.71%	17,243 $2.48 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $271,988 - $382,549	1,748 Added 10.07%	19,098 $3.15 Million
Q1 2022 May 11, 2022	BUY	$190.54 - $255.46 $36,964 - $49,559	194 Added 1.13%	17,350 $3.68 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $32,137 - $40,294	130 Added 0.76%	17,156 $4.36 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $114,499 - $137,673	482 Added 2.91%	17,026 $4.62 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $27,580 - $32,260	-131 Reduced 0.79%	16,544 $4.04 Million
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $197,322 - $238,894	-961 Reduced 5.45%	16,675 $3.53 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $882,361 - $1.07 Million	-4,008 Reduced 18.52%	17,636 $3.93 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $25,785 - $39,093	-139 Reduced 0.64%	21,644 $5.44 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $192,376 - $275,017	-1,435 Reduced 6.18%	21,783 $4.08 Million
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $2.89 Million - $4.5 Million	-23,270 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $310,848 - $360,316	2,184 Added 10.36%	23,270 $3.79 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $256,386 - $293,544	1,835 Added 9.53%	21,086 $3.13 Million
Q2 2019 Aug 12, 2019	SELL	$145.1 - $165.96 $48,318 - $55,264	-333 Reduced 1.7%	19,251 $2.92 Million
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $202,511 - $259,273	1,553 Added 8.61%	19,584 $3.1 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $119,704 - $158,581	992 Added 5.82%	18,031 $2.47 Million
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $103,822 - $121,445	757 Added 4.65%	17,039 $2.71 Million
Q2 2018 Aug 13, 2018	BUY	$115.3 - $139.8 $39,317 - $47,671	341 Added 2.14%	16,282 $2.22 Million
Q1 2018 May 14, 2018	SELL	$104.03 - $127.99 $142,000 - $174,706	-1,365 Reduced 7.89%	15,941 $1.85 Million
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $2,536 - $2,937	-27 Reduced 0.16%	17,306 $1.77 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $1.52 Million - $1.69 Million	17,333	17,333 $1.62 Million

Others Institutions Holding CRM

# of Institutions

2,944

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$28.3 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$24.3 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$15.9 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$7.92 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.43 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 $325B
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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