A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Salesforce, Inc. stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 34,022 shares of CRM stock, worth $10.1 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
34,022
Previous 33,897 0.37%
Holding current value
$10.1 Million
Previous $10.2 Million 14.32%
% of portfolio
1.02%
Previous 1.24%

Shares

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

Jul 30, 2024

BUY
$218.01 - $304.74 $27,251 - $38,092
125 Added 0.37%
34,022 $8.75 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $94,170 - $118,830
375 Added 1.12%
33,897 $10.2 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $97,536 - $132,823
497 Added 1.5%
33,522 $8.82 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $6,277 - $7,265
-31 Reduced 0.09%
33,025 $6.7 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $68,755 - $81,310
364 Added 1.11%
33,056 $6.98 Million
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $1.24 Million - $1.84 Million
9,217 Added 39.26%
32,692 $6.53 Million
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $98,978 - $127,588
-772 Reduced 3.18%
23,475 $3.11 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $6,185 - $8,224
-43 Reduced 0.18%
24,247 $3.49 Million
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $50,414 - $70,907
324 Added 1.35%
24,290 $4.01 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $229,219 - $307,318
1,203 Added 5.28%
23,966 $5.09 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $118,413 - $148,470
479 Added 2.15%
22,763 $5.79 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $154,407 - $185,659
650 Added 3.0%
22,284 $6.04 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $153,062 - $179,031
727 Added 3.48%
21,634 $5.29 Million
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $253,787 - $307,257
1,236 Added 6.28%
20,907 $4.43 Million
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $4.33 Million - $5.25 Million
19,671 New
19,671 $4.45 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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