A detailed history of Okabena Investment Services Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Okabena Investment Services Inc holds 7,053 shares of CRM stock, worth $2.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
7,053
Previous 8,556 17.57%
Holding current value
$2.1 Million
Previous $2.58 Million 29.62%
% of portfolio
0.58%
Previous 0.86%

Shares

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

Aug 09, 2024

SELL
$218.01 - $304.74 $327,669 - $458,024
-1,503 Reduced 17.57%
7,053 $1.81 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $116,017 - $146,398
462 Added 5.71%
8,556 $2.58 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $637,420 - $868,028
3,248 Added 67.02%
8,094 $2.13 Million
Q3 2023

Nov 27, 2023

SELL
$202.49 - $234.37 $2.9 Million - $3.35 Million
-14,312 Reduced 74.71%
4,846 $982,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $2.84 Million - $3.28 Million
14,004 Added 271.71%
19,158 $3.88 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $973,539 - $1.15 Million
5,154 New
5,154 $1.09 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $167,717 - $223,020
1,166 Added 83.64%
2,560 $368,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $293,492 - $343,286
1,394 New
1,394 $341,000
Q2 2020

Aug 10, 2020

SELL
$134.06 - $191.65 $624,719 - $893,089
-4,660 Closed
0 $0
Q1 2020

May 08, 2020

SELL
$124.3 - $193.36 $406,336 - $632,093
-3,269 Reduced 41.23%
4,660 $671,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $1.13 Million - $1.31 Million
7,929 New
7,929 $1.29 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 $298B
  • 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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