A detailed history of Evelyn Partners Investment Management Services LTD transactions in Salesforce, Inc. stock. As of the latest transaction made, Evelyn Partners Investment Management Services LTD holds 3,360 shares of CRM stock, worth $796,420. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,360
Previous 4,621 27.29%
Holding current value
$796,420
Previous $1 Billion 20.63%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$231.66 - $273.65 $292,123 - $345,072
-1,261 Reduced 27.29%
3,360 $796 Million
Q2 2025

Aug 12, 2025

BUY
$236.26 - $291.15 $182,628 - $225,058
773 Added 20.09%
4,621 $1 Billion
Q1 2025

Aug 04, 2025

BUY
$268.36 - $359.95 $1.03 Million - $1.39 Million
3,848 New
3,848 $1.03 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • 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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