A detailed history of Financial Insights, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Insights, Inc. holds 1,865 shares of CRM stock, worth $637,307. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,865
Previous 3,566 47.7%
Holding current value
$637,307
Previous $916,000 44.32%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Oct 22, 2024

SELL
$238.42 - $276.53 $405,552 - $470,377
-1,701 Reduced 47.7%
1,865 $510,000
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $139,308 - $194,728
-639 Reduced 15.2%
3,566 $916,000
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $1,255 - $1,584
5 Added 0.12%
4,205 $1.27 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $138,748 - $188,945
707 Added 20.24%
4,200 $1.11 Million
Q3 2023

Dec 06, 2023

BUY
$202.49 - $234.37 $358,002 - $414,366
1,768 Added 75.56%
4,108 $833,000
Q2 2023

Jan 24, 2024

SELL
$188.89 - $223.38 $116,167 - $137,378
-615 Reduced 14.97%
3,493 $737,000
Q1 2023

Apr 17, 2023

BUY
$134.8 - $199.78 $315,432 - $467,485
2,340 New
2,340 $467,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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