A detailed history of Kcm Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 13,457 shares of CRM stock, worth $4.14 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,457
Previous 13,866 2.95%
Holding current value
$4.14 Million
Previous $3.8 Million 18.55%
% of portfolio
0.16%
Previous 0.13%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

SELL
$270.87 - $367.87 $110,785 - $150,458
-409 Reduced 2.95%
13,457 $4.5 Million
Q3 2024

Nov 06, 2024

SELL
$238.42 - $276.53 $36,955 - $42,862
-155 Reduced 1.11%
13,866 $3.8 Million
Q2 2024

Jul 29, 2024

SELL
$218.01 - $304.74 $316,114 - $441,873
-1,450 Reduced 9.37%
14,021 $3.6 Million
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $335,747 - $423,668
-1,337 Reduced 7.95%
15,471 $4.66 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $830,333 - $1.13 Million
-4,231 Reduced 20.11%
16,808 $4.42 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $708,715 - $820,295
-3,500 Reduced 14.26%
21,039 $4.27 Million
Q2 2023

Aug 09, 2023

SELL
$188.89 - $223.38 $1.05 Million - $1.24 Million
-5,539 Reduced 18.42%
24,539 $5.18 Million
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $4.05 Million - $6.01 Million
30,078 New
30,078 $6.01 Million
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $202,700 - $261,291
-1,581 Reduced 4.52%
33,382 $4.43 Million
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $292,858 - $389,425
-2,036 Reduced 5.5%
34,963 $5.03 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $289,260 - $406,842
-1,859 Reduced 4.78%
36,999 $6.11 Million
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $419,759 - $562,778
-2,203 Reduced 5.37%
38,858 $8.25 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $12,854 - $16,117
52 Added 0.13%
41,061 $10.4 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $44,896 - $53,984
189 Added 0.46%
41,009 $11.1 Million
Q2 2021

Oct 21, 2021

BUY
$210.54 - $246.26 $16,843 - $19,700
80 Added 0.2%
40,820 $9.97 Million
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $478,346 - $559,502
-2,272 Reduced 5.28%
40,740 $9.95 Million
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $764,032 - $925,003
3,721 Added 9.47%
43,012 $9.11 Million
Q4 2020

Feb 19, 2021

BUY
$220.15 - $267.07 $713,506 - $865,573
3,241 Added 8.99%
39,291 $8.74 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $281,789 - $427,218
1,519 Added 4.4%
36,050 $9.06 Million
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $18,232 - $26,064
136 Added 0.4%
34,531 $6.47 Million
Q1 2020

Apr 27, 2020

BUY
$124.3 - $193.36 $4.28 Million - $6.65 Million
34,395 New
34,395 $4.95 Million
Q4 2019

Feb 18, 2020

SELL
$142.33 - $164.98 $52,662 - $61,042
-370 Reduced 0.99%
36,855 $5.99 Million
Q3 2019

Nov 15, 2019

SELL
$139.72 - $159.97 $79,081 - $90,543
-566 Reduced 1.5%
37,225 $5.53 Million
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $107,664 - $123,142
742 Added 2.0%
37,791 $5.73 Million
Q1 2019

May 16, 2019

SELL
$130.4 - $166.95 $4.85 Million - $6.21 Million
-37,183 Closed
0 $0
Q4 2018

Feb 12, 2019

SELL
$120.67 - $159.86 $40,545 - $53,712
-336 Reduced 0.9%
37,183 $5.09 Million
Q3 2018

Nov 07, 2018

BUY
$137.15 - $160.43 $265,110 - $310,111
1,933 Added 5.43%
37,519 $0
Q2 2018

Aug 10, 2018

BUY
$115.3 - $139.8 $693,183 - $840,477
6,012 Added 20.33%
35,586 $4.85 Million
Q1 2018

May 09, 2018

BUY
$104.03 - $127.99 $966,126 - $1.19 Million
9,287 Added 45.78%
29,574 $3.44 Million
Q4 2017

Feb 22, 2018

BUY
$93.94 - $108.8 $61,812 - $71,590
658 Added 3.35%
20,287 $2.07 Million
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $1.72 Million - $1.92 Million
19,629
19,629 $1.83 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 $307B
  • 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 Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC 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 Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.