Pds Planning, Inc Salesforce, Inc. Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Pds Planning, Inc holds 4,496 shares of CRM stock, worth $1.31 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,496

Previous 4,153 8.26%

Holding current value

$1.31 Million

Previous $1.07 Million 15.28%

% of portfolio

0.11%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$238.42 - $276.53 $81,778 - $94,849	343 Added 8.26%	4,496 $1.23 Million
Q2 2024 Aug 07, 2024	SELL	$218.01 - $304.74 $30,957 - $43,273	-142 Reduced 3.31%	4,153 $1.07 Million
Q1 2024 May 01, 2024	BUY	$251.12 - $316.88 $33,398 - $42,145	133 Added 3.2%	4,295 $1.29 Million
Q4 2023 Feb 01, 2024	BUY	$196.25 - $267.25 $2,943 - $4,008	15 Added 0.36%	4,162 $1.1 Million
Q3 2023 Oct 20, 2023	BUY	$202.49 - $234.37 $18,426 - $21,327	91 Added 2.24%	4,147 $840,000
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $132,034 - $156,142	699 Added 20.82%	4,056 $856,000
Q1 2023 May 01, 2023	BUY	$134.8 - $199.78 $216,488 - $320,846	1,606 Added 91.72%	3,357 $670,000
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $34,103 - $43,961	-266 Reduced 13.19%	1,751 $0
Q3 2022 Nov 02, 2022	SELL	$143.84 - $191.27 $125,716 - $167,169	-874 Reduced 30.23%	2,017 $290,000
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $150,465 - $211,627	967 Added 50.26%	2,891 $477,000
Q1 2022 Apr 18, 2022	SELL	$190.54 - $255.46 $13,528 - $18,137	-71 Reduced 3.56%	1,924 $409,000
Q4 2021 Jan 25, 2022	SELL	$247.21 - $309.96 $7,910 - $9,918	-32 Reduced 1.58%	1,995 $507,000
Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $100,483 - $120,821	423 Added 26.37%	2,027 $550,000
Q2 2021 Jul 26, 2021	BUY	$210.54 - $246.26 $65,267 - $76,340	310 Added 23.96%	1,604 $392,000
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $23,407 - $28,339	114 Added 9.66%	1,294 $274,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $30,380 - $36,855	138 Added 13.24%	1,180 $263,000
Q3 2020 Oct 19, 2020	BUY	$185.51 - $281.25 $193,301 - $293,062	1,042 New	1,042 $262,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account