A detailed history of Capital Group Private Client Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 246,374 shares of CRM stock, worth $84.9 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
246,374
Previous 255,143 3.44%
Holding current value
$84.9 Million
Previous $65.6 Million 2.8%
% of portfolio
0.68%
Previous 0.68%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$238.42 - $276.53 $2.09 Million - $2.42 Million
-8,769 Reduced 3.44%
246,374 $67.4 Million
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $1.86 Million - $2.6 Million
-8,529 Reduced 3.23%
255,143 $65.6 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $14.1 Million - $17.8 Million
56,091 Added 27.02%
263,672 $79.4 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $6.8 Million - $9.26 Million
34,640 Added 20.03%
207,581 $54.6 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $8.05 Million - $9.32 Million
39,752 Added 29.85%
172,941 $35.1 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $25.2 Million - $29.8 Million
133,189 New
133,189 $28.1 Million

Others Institutions Holding CRM

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...
More about CRM
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.