Charles Schwab Investment Management Inc Salesforce, Inc. Transaction History

Charles Schwab Investment Management Inc

$527 Billion
Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 6,066,354 shares of CRM stock, worth $2 Billion. This represents 0.38% of its overall portfolio holdings.

Number of Shares

6,066,354

Previous 5,912,854 2.6%

Holding current value

$2 Billion

Previous $1.62 Billion 25.32%

% of portfolio

0.38%

Previous 0.31%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$270.87 - $367.87 $41.6 Million - $56.5 Million	153,500 Added 2.6%	6,066,354 $2.03 Billion
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $23 Million - $26.7 Million	96,381 Added 1.66%	5,912,854 $1.62 Billion
Q2 2024 Aug 12, 2024	BUY	$218.01 - $304.74 $63.9 Million - $89.3 Million	293,025 Added 5.31%	5,816,473 $1.5 Billion
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $31.6 Million - $39.9 Million	125,932 Added 2.33%	5,523,448 $1.66 Billion
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $28.6 Million - $38.9 Million	145,625 Added 2.77%	5,397,516 $1.42 Billion
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $4.03 Million - $4.66 Million	19,888 Added 0.38%	5,251,891 $1.06 Billion
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $10.9 Million - $12.9 Million	-57,603 Reduced 1.09%	5,232,003 $1.11 Billion
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $12.6 Million - $18.6 Million	93,333 Added 1.8%	5,289,606 $1.06 Billion
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $22.9 Million - $29.6 Million	178,840 Added 3.56%	5,196,273 $689 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $11.5 Million - $15.2 Million	79,640 Added 1.61%	5,017,433 $722 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $18.2 Million - $25.6 Million	117,079 Added 2.43%	4,937,793 $815 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $24.8 Million - $33.3 Million	130,181 Added 2.78%	4,820,714 $1.02 Billion
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $37.1 Million - $46.5 Million	150,043 Added 3.3%	4,690,533 $1.19 Billion
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $69 Million - $83 Million	290,620 Added 6.84%	4,540,490 $1.23 Billion
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $25.4 Million - $29.7 Million	120,541 Added 2.92%	4,249,870 $1.04 Billion
Q1 2021 May 17, 2021	SELL	$205.33 - $248.59 $12.7 Million - $15.4 Million	-61,823 Reduced 1.48%	4,129,329 $875 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $6.5 Million - $7.89 Million	29,536 Added 0.71%	4,191,152 $933 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $19.6 Million - $29.7 Million	105,517 Added 2.6%	4,161,616 $1.05 Billion
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $13.8 Million - $19.7 Million	102,818 Added 2.6%	4,056,099 $760 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $3.02 Million - $4.7 Million	24,318 Added 0.62%	3,953,281 $569 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $20.9 Million - $24.2 Million	146,967 Added 3.89%	3,928,963 $639 Million
Q3 2019 Nov 08, 2019	BUY	$139.72 - $159.97 $75.3 Million - $86.2 Million	538,822 Added 16.61%	3,781,996 $561 Million
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $20 Million - $22.9 Million	137,911 Added 4.44%	3,243,174 $492 Million
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $30.4 Million - $38.9 Million	232,819 Added 8.11%	3,105,263 $492 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $14.2 Million - $18.8 Million	117,582 Added 4.27%	2,872,444 $393 Million
Q3 2018 Nov 13, 2018	BUY	$137.15 - $160.43 $33.6 Million - $39.3 Million	244,944 Added 9.76%	2,754,862 $438 Million
Q2 2018 Aug 08, 2018	BUY	$115.3 - $139.8 $9.9 Million - $12 Million	85,897 Added 3.54%	2,509,918 $342 Million
Q1 2018 May 07, 2018	BUY	$104.03 - $127.99 $9.66 Million - $11.9 Million	92,852 Added 3.98%	2,424,021 $282 Million
Q4 2017 Jan 17, 2018	BUY	$93.94 - $108.8 $8.61 Million - $9.97 Million	91,670 Added 4.09%	2,331,169 $238 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $196 Million - $219 Million	2,239,499	2,239,499 $209 Million

Others Institutions Holding CRM

# of Institutions

3,289

Shares Held

746M

Call Options Held

16.7M

Put Options Held

16.7M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $330B
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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Charles Schwab Investment Management Inc Salesforce, Inc. Transaction History