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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Sep-24 4:42 PM View:  | Salesforce.com (CRM) | 26-Sep-24 | Private Sale (Planned) | 9,170 | $276.32 | $2,533,880.00 | (86%) 10.72K to 1.55K | |
| 23-Aug-24 7:37 PM View: | Salesforce.com (CRM) | 22-Aug-24 | Option Exercise | 330 | -- | -- | 3% 10.39K to 10.72K | |
| 23-May-24 5:05 PM View: | Salesforce.com (CRM) | 22-May-24 | Option Exercise | 330 | -- | -- | 3% 10.06K to 10.39K | |
| 23-Feb-24 7:28 PM View: | Salesforce.com (CRM) | 22-Feb-24 | Option Exercise | 331 | -- | -- | 3% 9.73K to 10.06K | |
| 27-Nov-23 4:37 PM View: | Salesforce.com (CRM) | 22-Nov-23 | Option Exercise | 535 | -- | -- | 6% 9.19K to 9.73K | |
| 23-Aug-23 6:43 PM View: | Salesforce.com (CRM) | 22-Aug-23 | Option Exercise | 535 | -- | -- | 6% 8.66K to 9.19K | |
| 23-May-23 4:47 PM View: | Salesforce.com (CRM) | 22-May-23 | Option Exercise | 535 | -- | -- | 7% 8.12K to 8.66K | |
| 23-Feb-23 9:24 PM View: | Salesforce.com (CRM) | 22-Feb-23 | Option Exercise | 536 | -- | -- | 7% 7.59K to 8.12K | |
| 23-Nov-22 8:18 PM View: | Salesforce.com (CRM) | 22-Nov-22 | Option Exercise | 425 | -- | -- | 6% 7.16K to 7.59K | |
| 23-Aug-22 8:54 PM View: | Salesforce.com (CRM) | 22-Aug-22 | Option Exercise | 425 | -- | -- | 6% 6.74K to 7.16K | |
| 24-May-22 6:28 PM View: | Salesforce.com (CRM) | 22-May-22 | Option Exercise | 425 | -- | -- | 7% 6.31K to 6.74K | |
| 23-Feb-22 10:00 PM View: | Salesforce.com (CRM) | 22-Feb-22 | Option Exercise | 426 | -- | -- | 7% 5.89K to 6.31K | |
| 21-Jan-22 5:03 PM View: | Salesforce.com (CRM) | 14-Dec-21 | Gift | 39,679 | -- | -- | (87%) 45.57K to 5.89K | |
| 24-Nov-21 4:05 PM View: | Salesforce.com (CRM) | 22-Nov-21 | Option Exercise | 410 | -- | -- | < 1% 45.16K to 45.57K | |
| 23-Aug-21 7:38 PM View: | Salesforce.com (CRM) | 22-Aug-21 | Option Exercise | 410 | -- | -- | < 1% 44.71K to 45.12K | |
| 22-Jul-21 7:35 PM View: | Salesforce.com (CRM) | 21-Jul-21 | Grant | 39 | -- | -- | < 1% 44.71K to 44.75K | |
| 24-May-21 8:38 PM View: | Salesforce.com (CRM) | 22-May-21 | Option Exercise | 410 | -- | -- | < 1% 44.3K to 44.71K | |
| 23-Feb-21 7:58 PM View: | Salesforce.com (CRM) | 22-Feb-21 | Option Exercise | 411 | -- | -- | < 1% 43.89K to 44.3K | |
| 23-Nov-20 7:15 PM View: | Salesforce.com (CRM) | 22-Nov-20 | Option Exercise | 514 | -- | -- | 1% 43.37K to 43.89K | |
| 24-Aug-20 7:24 PM View: | Salesforce.com (CRM) | 22-Aug-20 | Option Exercise | 514 | -- | -- | 1% 42.86K to 43.37K | |
| 22-May-20 7:04 PM View: | Salesforce.com (CRM) | 22-May-20 | Option Exercise | 514 | -- | -- | 1% 42.34K to 42.86K | |
| 25-Feb-20 8:10 PM View: | Salesforce.com (CRM) | 22-Feb-20 | Option Exercise | 514 | -- | -- | 1% 41.83K to 42.34K | |
| 22-Nov-19 8:07 PM View: | Salesforce.com (CRM) | 22-Nov-19 | Grant | 832 | -- | -- | 2% 41.0K to 41.83K | |
| 22-Aug-19 8:23 PM View: | Salesforce.com (CRM) | 22-Aug-19 | Grant | 808 | -- | -- | 2% 40.19K to 41.0K | |
| 22-May-19 8:27 PM View: | Salesforce.com (CRM) | 22-May-19 | Grant | 782 | -- | -- | 2% 39.41K to 40.19K | |
| 22-Feb-19 8:15 PM View: | Salesforce.com (CRM) | 22-Feb-19 | Grant | 889 | -- | -- | 2% 38.52K to 39.41K | |
| 31-Jan-19 5:14 PM View: | Visa Inc. (V) | 29-Jan-19 | Grant | 1,481 | -- | -- | 100% 0 to 1.48K | |
| 26-Nov-18 6:41 PM View: | Salesforce.com (CRM) | 22-Nov-18 | Grant | 838 | -- | -- | 2% 37.68K to 38.52K | |
| 23-Aug-18 8:56 PM View: | Salesforce.com (CRM) | 22-Aug-18 | Grant | 894 | -- | -- | 2% 36.79K to 37.68K | |
| 22-May-18 7:41 PM View: | Salesforce.com (CRM) | 22-May-18 | Grant | 1,033 | -- | -- | 3% 35.75K to 36.79K | |
| 22-Feb-18 7:54 PM View: | Salesforce.com (CRM) | 22-Feb-18 | Grant | 1,170 | -- | -- | 3% 34.58K to 35.75K | |
| 22-Nov-17 4:37 PM View: | Salesforce.com (CRM) | 22-Nov-17 | Grant | 1,298 | -- | -- | 4% 33.29K to 34.58K | |
| 22-Aug-17 9:02 PM View: | Salesforce.com (CRM) | 22-Aug-17 | Grant | 1,408 | -- | -- | 4% 31.88K to 33.29K | |
| 01-Jun-17 9:04 PM View: | Salesforce.com (CRM) | 01-Jun-17 | Market Sale (Planned) | 670 | $90.00 | $60,300.00 | (2%) 32.55K to 31.88K | (153%) |
| 23-May-17 8:21 PM View: | Salesforce.com (CRM) | 22-May-17 | Grant | 1,500 | -- | -- | 5% 31.05K to 32.55K | |
| 17-May-17 7:40 PM View: | Salesforce.com (CRM) | 16-May-17 | Market Sale (Planned) | 2,680 | $90.01 | $241,227.00 | (8%) 33.73K to 31.05K | (153%) |
| 01-May-17 8:30 PM View: | Salesforce.com (CRM) | 01-May-17 | Market Sale (Planned) | 335 | $86.25 | $28,893.80 | (< 1%) 34.06K to 33.73K | (164%) |
| 05-Apr-17 9:13 PM View: | Salesforce.com (CRM) | 05-Apr-17 | Market Sale (Planned) | 2,345 | $85.00 | $199,325.00 | (6%) 36.41K to 34.06K | (168%) |
| 04-Apr-17 5:20 PM View: | Yahoo! Inc. (AABA) | 31-Mar-17 | Gift | 1,860 | -- | -- | 3% 66.49K to 68.35K | |
| 04-Apr-17 5:20 PM View: | Yahoo! Inc. (AABA) | 31-Mar-17 | Gift | 1,860 | -- | -- | (3%) 68.35K to 66.49K | |
| 22-Feb-17 8:56 PM View: | Salesforce.com (CRM) | 22-Feb-17 | Grant | 1,718 | -- | -- | 5% 34.69K to 36.41K | |
| 04-Jan-17 5:12 PM View: | Yahoo! Inc. (AABA) | 31-Dec-16 | Grant | 1,745 | -- | -- | 3% 64.74K to 66.49K | |
| 04-Jan-17 5:12 PM View: | Yahoo! Inc. (AABA) | 31-Dec-16 | Gift | 2,029 | -- | -- | 3% 66.49K to 68.52K | |
| 04-Jan-17 5:12 PM View: | Yahoo! Inc. (AABA) | 31-Dec-16 | Gift | 2,029 | -- | -- | (3%) 68.52K to 66.49K | |
| 22-Nov-16 7:39 PM View: | Salesforce.com (CRM) | 22-Nov-16 | Grant | 1,710 | -- | -- | 5% 32.98K to 34.69K | |
| 11-Oct-16 7:27 PM View: | Salesforce.com (CRM) | 10-Oct-16 | Market Sale (Planned) | 15,000 | $75.00 | $1,125,000.00 | (31%) 47.83K to 32.83K | (203%) |
| 04-Oct-16 7:53 PM View: | Yahoo! Inc. (AABA) | 30-Sep-16 | Grant | 1,566 | -- | -- | 2% 63.17K to 64.74K | |
| 04-Oct-16 7:53 PM View: | Yahoo! Inc. (AABA) | 30-Sep-16 | Gift | 2,334 | -- | -- | 4% 64.74K to 67.08K | |
| 04-Oct-16 7:53 PM View: | Yahoo! Inc. (AABA) | 30-Sep-16 | Gift | 2,334 | -- | -- | (3%) 67.08K to 64.74K | |
| 23-Aug-16 8:29 PM View: | Salesforce.com (CRM) | 22-Aug-16 | Grant | 1,540 | -- | -- | 3% 46.29K to 47.83K |