A detailed history of Summit Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Asset Management, LLC holds 786 shares of CRM stock, worth $240,421. This represents 0.03% of its overall portfolio holdings.

Number of Shares
786
Previous 806 2.48%
Holding current value
$240,421
Previous $220,000 19.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 04, 2025

SELL
$270.87 - $367.87 $5,417 - $7,357
-20 Reduced 2.48%
786 $262,000
Q3 2024

Nov 06, 2024

BUY
$238.42 - $276.53 $192,166 - $222,883
806 New
806 $220,000
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $183,066 - $231,005
729 New
729 $219,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $306B
  • 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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