A detailed history of Institutional & Family Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 410 shares of CRM stock, worth $138,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares
410
Previous 231 77.49%
Holding current value
$138,764
Previous $69,000 52.17%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$218.01 - $304.74 $39,023 - $54,548
179 Added 77.49%
410 $105,000
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $4,269 - $5,386
-17 Reduced 6.85%
231 $69,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $2,747 - $3,741
-14 Reduced 5.34%
248 $65,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $2,429 - $2,812
-12 Reduced 4.38%
262 $53,000
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $10,011 - $11,839
53 Added 23.98%
274 $57,000
Q1 2023

May 08, 2023

SELL
$134.8 - $199.78 $9,436 - $13,984
-70 Reduced 24.05%
221 $44,000
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $9,615 - $12,395
-75 Reduced 20.49%
291 $38,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $2,157 - $2,869
15 Added 4.27%
366 $53,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $5,446 - $7,659
-35 Reduced 9.07%
351 $58,000
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $47,635 - $63,865
-250 Reduced 39.31%
386 $82,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $1,236 - $1,549
5 Added 0.79%
636 $162,000
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $21,141 - $25,421
89 Added 16.42%
631 $171,000
Q1 2021

May 06, 2021

SELL
$205.33 - $248.59 $22,380 - $27,096
-109 Reduced 16.74%
542 $115,000
Q4 2020

Feb 03, 2021

SELL
$220.15 - $267.07 $880 - $1,068
-4 Reduced 0.61%
651 $145,000
Q3 2020

Oct 30, 2020

BUY
$185.51 - $281.25 $14,840 - $22,500
80 Added 13.91%
655 $165,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $6,703 - $9,582
50 Added 9.52%
575 $108,000
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $1,118 - $1,740
9 Added 1.74%
525 $76,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $22,203 - $25,736
156 Added 43.33%
516 $84,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $5,588 - $6,398
-40 Reduced 10.0%
360 $53,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $2,176 - $2,489
15 Added 3.9%
400 $61,000
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $3,260 - $4,173
25 Added 6.94%
385 $61,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $12,683 - $15,378
110 Added 44.0%
360 $49,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $26,007 - $31,997
250 New
250 $29,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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