A detailed history of Suncoast Equity Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Suncoast Equity Management holds 130,376 shares of CRM stock, worth $40.2 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares
130,376
Previous 131,823 1.1%
Holding current value
$40.2 Million
Previous $36.1 Million 20.81%
% of portfolio
4.98%
Previous 4.18%

Shares

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

Feb 03, 2025

SELL
$270.87 - $367.87 $391,948 - $532,307
-1,447 Reduced 1.1%
130,376 $43.6 Million
Q3 2024

Oct 21, 2024

SELL
$238.42 - $276.53 $2.04 Million - $2.36 Million
-8,542 Reduced 6.09%
131,823 $36.1 Million
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $9.5 Million - $13.3 Million
43,572 Added 45.02%
140,365 $36.1 Million
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $11.2 Million - $14.1 Million
44,586 Added 85.4%
96,793 $29.2 Million
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $10.2 Million - $14 Million
52,207 New
52,207 $13.7 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 $308B
  • 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 Suncoast Equity Management Portfolio

Follow Suncoast Equity Management 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 Suncoast Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Suncoast Equity Management with notifications on news.