A detailed history of Mitchell Mcleod Pugh & Williams Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Mitchell Mcleod Pugh & Williams Inc holds 2,390 shares of CRM stock, worth $808,895. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,380 0.42%
Holding current value
$808,895
Previous $611,000 7.04%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $2,384 - $2,765
10 Added 0.42%
2,390 $654,000
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $41,203 - $57,595
189 Added 8.63%
2,380 $611,000
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $753 - $950
-3 Reduced 0.14%
2,191 $659,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $19,625 - $26,725
100 Added 4.78%
2,194 $577,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $65,355 - $77,289
346 Added 19.79%
2,094 $442,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $2,022 - $2,996
15 Added 0.87%
1,748 $349,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $33,206 - $42,804
-259 Reduced 13.0%
1,733 $229,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $286,529 - $381,009
1,992 New
1,992 $287,000
Q2 2022

Jul 19, 2022

SELL
$155.6 - $218.85 $157,622 - $221,695
-1,013 Closed
0 $0
Q1 2022

Apr 26, 2022

SELL
$190.54 - $255.46 $2,858 - $3,831
-15 Reduced 1.46%
1,013 $215,000
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $7,416 - $9,298
30 Added 3.01%
1,028 $261,000
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $237,074 - $285,058
998 New
998 $271,000

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
Track This Portfolio

Track Mitchell Mcleod Pugh & Williams Inc Portfolio

Follow Mitchell Mcleod Pugh & Williams Inc 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 Mitchell Mcleod Pugh & Williams Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell Mcleod Pugh & Williams Inc with notifications on news.