A detailed history of Cresset Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 44,700 shares of CRM stock, worth $15.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
44,700
Previous 16,000 179.38%
Holding current value
$15.4 Million
Previous $4.11 Million 197.45%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $485,423 - $563,015
2,036 Added 1.39%
148,053 $40.5 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $4.8 Million - $6.72 Million
22,037 Added 17.77%
146,017 $37.5 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $2.92 Million - $3.68 Million
11,624 Added 10.35%
123,980 $37.3 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $478,065 - $651,021
-2,436 Reduced 2.12%
112,356 $29.6 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $584,791 - $676,860
2,888 Added 2.58%
114,792 $23.3 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $15.4 Million - $18.2 Million
81,338 Added 266.11%
111,904 $23.6 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $262,186 - $388,572
-1,945 Reduced 5.98%
30,566 $6.11 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $769 - $991
-6 Reduced 0.02%
32,511 $4.31 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $361,326 - $480,470
2,512 Added 8.37%
32,517 $4.68 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $61,306 - $86,226
-394 Reduced 1.3%
30,005 $4.85 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $1.36 Million - $1.83 Million
-7,150 Reduced 19.04%
30,399 $6.45 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $1.31 Million - $1.64 Million
5,305 Added 16.45%
37,549 $9.54 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $903,640 - $1.09 Million
3,804 Added 13.38%
32,244 $8.75 Million
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $2.18 Million - $2.55 Million
10,337 Added 57.1%
28,440 $6.95 Million
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $499,567 - $604,819
2,433 Added 15.53%
18,103 $3.84 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $234,019 - $283,895
1,063 Added 7.28%
15,670 $3.49 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $483,439 - $732,937
2,606 Added 21.71%
14,607 $3.67 Million
Q2 2020

Aug 04, 2020

BUY
$134.06 - $191.65 $205,916 - $294,374
1,536 Added 14.68%
12,001 $2.25 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $411,060 - $639,441
3,307 Added 46.2%
10,465 $1.51 Million
Q4 2019

Feb 10, 2020

BUY
$142.33 - $164.98 $207,801 - $240,870
1,460 Added 25.62%
7,158 $1.16 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $131,336 - $150,371
940 Added 19.76%
5,698 $846,000
Q2 2019

Aug 12, 2019

BUY
$145.1 - $165.96 $18,137 - $20,745
125 Added 2.7%
4,758 $722,000
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $217,637 - $278,639
1,669 Added 56.31%
4,633 $734,000
Q4 2018

May 21, 2019

BUY
$120.67 - $159.86 $357,665 - $473,825
2,964 New
2,964 $406,000

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
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