D.B. Root & Company, LLC Salesforce, Inc. Transaction History

D.B. Root & Company, LLC

$296 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$218.01 - $304.74 $49,706 - $69,480	228 Added 33.04%	918 $236,000
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $143,891 - $181,572	-573 Reduced 45.37%	690 $207,000
Q4 2023 Jan 16, 2024	SELL	$196.25 - $267.25 $131,880 - $179,592	-672 Reduced 34.73%	1,263 $332,000
Q3 2023 Nov 03, 2023	SELL	$202.49 - $234.37 $6,277 - $7,265	-31 Reduced 1.58%	1,935 $392,000
Q2 2023 Jul 18, 2023	BUY	$188.89 - $223.38 $12,088 - $14,296	64 Added 3.36%	1,966 $415,000
Q1 2023 Apr 18, 2023	SELL	$134.8 - $199.78 $143,292 - $212,366	-1,063 Reduced 35.85%	1,902 $379,000
Q4 2022 Jan 27, 2023	SELL	$128.21 - $165.27 $36,283 - $46,771	-283 Reduced 8.71%	2,965 $0
Q3 2022 Oct 26, 2022	SELL	$143.84 - $191.27 $10,500 - $13,962	-73 Reduced 2.2%	3,248 $467,000
Q2 2022 Jul 21, 2022	BUY	$155.6 - $218.85 $61,306 - $86,226	394 Added 13.46%	3,321 $548,000
Q4 2021 Feb 01, 2022	SELL	$247.21 - $309.96 $741 - $929	-3 Reduced 0.1%	2,927 $743,000
Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $186,476 - $224,219	785 Added 36.6%	2,930 $794,000
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $451,608 - $528,227	2,145 New	2,145 $523,000
Q1 2021 May 04, 2021	SELL	$205.33 - $248.59 $306,968 - $371,642	-1,495 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$220.15 - $267.07 $201,877 - $244,903	-917 Reduced 38.02%	1,495 $332,000
Q3 2020 Oct 22, 2020	SELL	$185.51 - $281.25 $305,534 - $463,218	-1,647 Reduced 40.58%	2,412 $606,000
Q2 2020 Aug 06, 2020	SELL	$134.06 - $191.65 $16,355 - $23,381	-122 Reduced 2.92%	4,059 $760,000
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $519,698 - $808,438	4,181 New	4,181 $601,000

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

$29.4 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.2 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.6 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.24 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.69 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 $338B
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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