A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 1,763 shares of CRM stock, worth $602,981. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,763
Previous 1,586 11.16%
Holding current value
$602,981
Previous $408 Million 18.48%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$238.42 - $276.53 $42,200 - $48,945
177 Added 11.16%
1,763 $483 Million
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $32,701 - $45,711
-150 Reduced 8.64%
1,586 $408 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $199,389 - $251,602
794 Added 84.29%
1,736 $524 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $18,055 - $24,587
92 Added 10.82%
942 $248 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $172,116 - $199,214
850 New
850 $172 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 $342B
  • 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 Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.