Middleton & CO Inc Salesforce, Inc. Transaction History

Middleton & CO Inc

$898 Million
Q3 2024

A detailed history of Middleton & CO Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Middleton & CO Inc holds 60,980 shares of CRM stock, worth $20.8 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

60,980

Previous 60,021 1.6%

Holding current value

$20.8 Million

Previous $15.4 Million 8.16%

% of portfolio

1.86%

Previous 1.8%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$238.42 - $276.53 $228,644 - $265,192	959 Added 1.6%	60,980 $16.7 Million
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $257,033 - $359,288	-1,179 Reduced 1.93%	60,021 $15.4 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $334,742 - $422,401	-1,333 Reduced 2.13%	61,200 $18.4 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $528,501 - $719,704	-2,693 Reduced 4.13%	62,533 $16.5 Million
Q3 2023 Oct 26, 2023	SELL	$202.49 - $234.37 $119,266 - $138,043	-589 Reduced 0.89%	65,226 $13.2 Million
Q2 2023 Jul 28, 2023	SELL	$188.89 - $223.38 $109,745 - $129,783	-581 Reduced 0.88%	65,815 $13.9 Million
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $133,991 - $198,581	-994 Reduced 1.47%	66,396 $13.3 Million
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $520,147 - $670,500	-4,057 Reduced 5.68%	67,390 $8.94 Million
Q3 2022 Nov 02, 2022	SELL	$143.84 - $191.27 $2.08 Million - $2.76 Million	-14,447 Reduced 16.82%	71,447 $10.3 Million
Q2 2022 Jul 21, 2022	SELL	$155.6 - $218.85 $236,045 - $331,995	-1,517 Reduced 1.74%	85,894 $14.2 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $32,391 - $43,428	-170 Reduced 0.19%	87,411 $18.6 Million
Q4 2021 Feb 09, 2022	SELL	$247.21 - $309.96 $193,565 - $242,698	-783 Reduced 0.89%	87,581 $22.3 Million
Q3 2021 Nov 08, 2021	SELL	$237.55 - $285.63 $125,188 - $150,527	-527 Reduced 0.59%	88,364 $24 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $1.49 Million - $1.75 Million	-7,088 Reduced 7.38%	88,891 $21.7 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $209,847 - $254,058	1,022 Added 1.06%	97,016 $22.3 Million
Q1 2021 May 06, 2021	SELL	$205.33 - $248.59 $212,927 - $257,787	-1,037 Reduced 1.07%	95,979 $20.3 Million
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $77,052 - $93,474	350 Added 0.37%	95,994 $21.4 Million
Q3 2020 Oct 30, 2020	SELL	$185.51 - $281.25 $418,881 - $635,062	-2,258 Reduced 2.31%	95,644 $24 Million
Q2 2020 Jul 28, 2020	SELL	$134.06 - $191.65 $55,500 - $79,343	-414 Reduced 0.42%	97,902 $18.3 Million
Q1 2020 Apr 22, 2020	SELL	$124.3 - $193.36 $183,591 - $285,592	-1,477 Reduced 1.48%	98,316 $14.2 Million
Q4 2019 Jan 29, 2020	BUY	$142.33 - $164.98 $27,042 - $31,346	190 Added 0.19%	99,793 $16.2 Million
Q3 2019 Oct 21, 2019	SELL	$139.72 - $159.97 $84,949 - $97,261	-608 Reduced 0.61%	99,603 $14.8 Million
Q2 2019 Jul 25, 2019	BUY	$145.1 - $165.96 $201,108 - $230,020	1,386 Added 1.4%	100,211 $15.2 Million
Q1 2019 Apr 25, 2019	SELL	$130.4 - $166.95 $186,472 - $238,738	-1,430 Reduced 1.43%	98,825 $15.7 Million
Q4 2018 Feb 01, 2019	SELL	$120.67 - $159.86 $1.03 Million - $1.37 Million	-8,551 Reduced 7.86%	100,255 $13.7 Million
Q3 2018 Oct 25, 2018	SELL	$137.15 - $160.43 $45,122 - $52,781	-329 Reduced 0.3%	108,806 $17.3 Million
Q2 2018 Jul 26, 2018	BUY	$115.3 - $139.8 $120,488 - $146,091	1,045 Added 0.97%	109,135 $14.9 Million
Q1 2018 May 04, 2018	SELL	$104.03 - $127.99 $866,777 - $1.07 Million	-8,332 Reduced 7.16%	108,090 $12.6 Million
Q4 2017 Jan 25, 2018	BUY	$93.94 - $108.8 $356,784 - $413,222	3,798 Added 3.37%	116,422 $11.9 Million
Q3 2017 Oct 31, 2017	BUY	$87.63 - $97.71 $9.87 Million - $11 Million	112,624	112,624 $10.5 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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