A detailed history of Somerset Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Somerset Group LLC holds 1,188 shares of CRM stock, worth $350,127. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,188
Previous 1,206 1.49%
Holding current value
$350,127
Previous $363,000 15.98%
% of portfolio
0.28%
Previous 0.35%

Shares

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

Aug 12, 2024

SELL
$218.01 - $304.74 $3,924 - $5,485
-18 Reduced 1.49%
1,188 $305,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 0.84%
1,206 $363,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $24,298 - $28,124
-120 Reduced 9.12%
1,196 $242,000
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $8,311 - $9,828
-44 Reduced 3.24%
1,316 $278,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $183,328 - $271,700
1,360 New
1,360 $271,000
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $7,780 - $10,942
50 Added 3.55%
1,460 $241,000
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $9,527 - $12,773
50 Added 3.68%
1,410 $299,000
Q2 2020

Aug 11, 2020

BUY
$134.06 - $191.65 $182,321 - $260,644
1,360 New
1,360 $254,000
Q1 2020

May 11, 2020

SELL
$124.3 - $193.36 $171,409 - $266,643
-1,379 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $2,794 - $3,199
20 Added 1.47%
1,379 $205,000
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $177,213 - $226,885
1,359 New
1,359 $215,000
Q4 2018

Feb 11, 2019

SELL
$120.67 - $159.86 $163,990 - $217,249
-1,359 Closed
0 $0
Q3 2018

Nov 08, 2018

BUY
$137.15 - $160.43 $186,386 - $218,024
1,359 New
1,359 $216,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $295B
  • 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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