Kelly Lawrence W & Associates Inc Salesforce, Inc. Transaction History

Kelly Lawrence W & Associates Inc

$429 Million
Q2 2024

A detailed history of Kelly Lawrence W & Associates Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Kelly Lawrence W & Associates Inc holds 10,195 shares of CRM stock, worth $2.97 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

10,195

Previous 9,880 3.19%

Holding current value

$2.97 Million

Previous $2.98 Million 11.9%

% of portfolio

0.61%

Previous 0.69%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $68,673 - $95,993	315 Added 3.19%	10,195 $2.62 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $149,416 - $188,543	-595 Reduced 5.68%	9,880 $2.98 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $60,747 - $70,311	-300 Reduced 2.78%	10,475 $2.12 Million
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $66,111 - $78,183	-350 Reduced 3.15%	10,775 $2.28 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $1.37 Million - $1.77 Million	-10,700 Reduced 49.03%	11,125 $1.48 Million
Q3 2022 Nov 15, 2022	BUY	$143.84 - $191.27 $622,108 - $827,242	4,325 Added 24.71%	21,825 $3.14 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $484,694 - $681,717	3,115 Added 21.65%	17,500 $2.89 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $238,175 - $319,325	1,250 Added 9.52%	14,385 $3.06 Million
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $17,304 - $21,697	-70 Reduced 0.53%	13,135 $3.34 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $183,169 - $214,246	870 Added 7.05%	13,205 $3.23 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $1.81 Million - $2.2 Million	8,835 Added 252.43%	12,335 $2.61 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $1.91 Million - $2.31 Million	-8,660 Reduced 71.22%	3,500 $779,000
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $7.62 Million - $11.5 Million	-41,050 Reduced 77.15%	12,160 $3.06 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $20,779 - $29,705	-155 Reduced 0.29%	53,210 $9.97 Million
Q1 2020 May 14, 2020	SELL	$124.3 - $193.36 $1.62 Million - $2.52 Million	-13,015 Reduced 19.61%	53,365 $7.68 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $668,951 - $775,406	4,700 Added 7.62%	66,380 $10.8 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $639,219 - $731,862	4,575 Added 8.01%	61,680 $9.16 Million
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $65,295 - $74,682	-450 Reduced 0.78%	57,105 $8.67 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $9,653 - $12,788	80 Added 0.14%	57,555 $7.88 Million
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $137,150 - $160,430	1,000 Added 1.77%	57,475 $9.14 Million
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $1.61 Million - $1.98 Million	15,475 Added 37.74%	56,475 $6.57 Million
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $3.85 Million - $4.46 Million	41,000	41,000 $4.19 Million

Others Institutions Holding CRM

# of Institutions

2,913

Shares Held

750M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $291B
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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Kelly Lawrence W & Associates Inc Salesforce, Inc. Transaction History