A detailed history of Gilliland Jeter Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 13,870 shares of CRM stock, worth $3.29 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
13,870
Previous 13,988 0.84%
Holding current value
$3.29 Million
Previous $3.32 Billion 10.84%
% of portfolio
1.11%
Previous 1.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
$235.69 - $263.41 $27,811 - $31,082
-118 Reduced 0.84%
13,870 $3.67 Billion
Q3 2025

Oct 28, 2025

BUY
$231.66 - $273.65 $444,092 - $524,587
1,917 Added 15.88%
13,988 $3.32 Billion
Q2 2025

Jul 24, 2025

SELL
$236.26 - $291.15 $50,087 - $61,723
-212 Reduced 1.73%
12,071 $3.29 Billion
Q1 2025

Apr 29, 2025

SELL
$268.36 - $359.95 $48,304 - $64,791
-180 Reduced 1.44%
12,283 $3.3 Billion
Q4 2024

Jan 28, 2025

SELL
$270.87 - $367.87 $92,366 - $125,443
-341 Reduced 2.66%
12,463 $4.17 Billion
Q3 2024

Oct 18, 2024

SELL
$238.42 - $276.53 $45,061 - $52,264
-189 Reduced 1.45%
12,804 $3.5 Billion
Q3 2024

Oct 17, 2024

BUY
$238.42 - $276.53 $10,967 - $12,720
46 Added 0.36%
12,993 $3.91 Billion
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $10,028 - $14,018
-46 Reduced 0.35%
12,947 $3.33 Billion
Q1 2024

May 02, 2024

SELL
$251.12 - $316.88 $103,461 - $130,554
-412 Reduced 3.07%
12,993 $3.91 Billion
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $2.63 Million - $3.58 Million
13,405 New
13,405 $3.53 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • 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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