A detailed history of Woodmont Investment Counsel LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 18,257 shares of CRM stock, worth $5.46 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
18,257
Previous 17,896 2.02%
Holding current value
$5.46 Million
Previous $5.39 Million 12.92%
% of portfolio
0.36%
Previous 0.46%

Shares

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

Jul 18, 2024

BUY
$218.01 - $304.74 $78,701 - $110,011
361 Added 2.02%
18,257 $4.69 Million
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $5,022 - $6,337
20 Added 0.11%
17,896 $5.39 Million
Q4 2023

Jan 19, 2024

SELL
$196.25 - $267.25 $15,896 - $21,647
-81 Reduced 0.45%
17,876 $4.7 Million
Q3 2023

Oct 24, 2023

SELL
$202.49 - $234.37 $73,301 - $84,841
-362 Reduced 1.98%
17,957 $3.64 Million
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $14,922 - $17,647
-79 Reduced 0.43%
18,319 $3.87 Million
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $464,520 - $688,441
3,446 Added 23.05%
18,398 $3.68 Million
Q4 2022

Jan 31, 2023

BUY
$128.21 - $165.27 $428,093 - $551,836
3,339 Added 28.75%
14,952 $1.98 Million
Q3 2022

Nov 08, 2022

BUY
$143.84 - $191.27 $790,688 - $1.05 Million
5,497 Added 89.88%
11,613 $1.67 Million
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $772,242 - $1.09 Million
4,963 Added 430.44%
6,116 $1.01 Million
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $2,667 - $3,576
14 Added 1.23%
1,153 $245,000
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $8,652 - $10,848
35 Added 3.17%
1,139 $289,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $950 - $1,142
4 Added 0.36%
1,104 $299,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $21,054 - $24,626
100 Added 10.0%
1,100 $269,000
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $185,510 - $281,250
1,000 New
1,000 $251,000
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $456,400 - $584,325
-3,500 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $422,345 - $559,510
3,500 New
3,500 $479,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $299B
  • 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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