Paradigm Financial Partners, LLC Salesforce, Inc. Transaction History

Paradigm Financial Partners, LLC

$708 Million
Q3 2024

A detailed history of Paradigm Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 11,421 shares of CRM stock, worth $3.93 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,421

Previous 11,595 1.5%

Holding current value

$3.93 Million

Previous $2.98 Million 4.86%

% of portfolio

0.44%

Previous 0.45%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $41,485 - $48,116	-174 Reduced 1.5%	11,421 $3.13 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $100,502 - $140,485	461 Added 4.14%	11,595 $2.98 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $362,115 - $456,940	1,442 Added 14.88%	11,134 $3.35 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $1.17 Million - $1.59 Million	5,963 Added 159.91%	9,692 $2.55 Million
Q3 2023 Oct 12, 2023	BUY	$202.49 - $234.37 $25,716 - $29,764	127 Added 3.53%	3,729 $756,000
Q2 2023 Jul 13, 2023	SELL	$188.89 - $223.38 $19,077 - $22,561	-101 Reduced 2.73%	3,602 $760,000
Q1 2023 Apr 11, 2023	BUY	$134.8 - $199.78 $1,213 - $1,798	9 Added 0.24%	3,703 $739,000
Q4 2022 Jan 27, 2023	SELL	$128.21 - $165.27 $7,307 - $9,420	-57 Reduced 1.52%	3,694 $0
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $21,719 - $28,881	-151 Reduced 3.87%	3,751 $583,000
Q2 2022 Jul 27, 2022	SELL	$155.6 - $218.85 $414,051 - $582,359	-2,661 Reduced 40.55%	3,902 $689,000
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $443,005 - $593,944	2,325 Added 54.86%	6,563 $1.32 Million
Q4 2021 Feb 18, 2022	SELL	$247.21 - $309.96 $6.39 Million - $8.01 Million	-25,841 Reduced 85.91%	4,238 $1.08 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $6.38 Million - $8 Million	25,804 Added 603.6%	30,079 $7.64 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $87,180 - $104,826	367 Added 9.39%	4,275 $1.17 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $279,386 - $326,787	1,327 Added 51.41%	3,908 $955,000
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $19,095 - $23,118	-93 Reduced 3.48%	2,581 $547,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $68,906 - $83,592	313 Added 13.26%	2,674 $583,000
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $129,485 - $196,312	698 Added 41.97%	2,361 $593,000
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $222,941 - $318,713	1,663 New	1,663 $329,000

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 $344B
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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Paradigm Financial Partners, LLC Salesforce, Inc. Transaction History