Amg National Trust Bank Salesforce, Inc. Transaction History

Amg National Trust Bank

$3.7 Billion
Q3 2024

A detailed history of Amg National Trust Bank transactions in Salesforce, Inc. stock. As of the latest transaction made, Amg National Trust Bank holds 8,325 shares of CRM stock, worth $2.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,325

Previous 8,669 3.97%

Holding current value

$2.87 Million

Previous $2.23 Million 2.24%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$238.42 - $276.53 $82,016 - $95,126	-344 Reduced 3.97%	8,325 $2.28 Million
Q2 2024 Jul 25, 2024	BUY	$218.01 - $304.74 $39,895 - $55,767	183 Added 2.16%	8,669 $2.23 Million
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $53,488 - $67,495	213 Added 2.57%	8,486 $2.56 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $162,102 - $220,748	826 Added 11.09%	8,273 $2.18 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $506,225 - $585,925	2,500 Added 50.54%	7,447 $1.51 Million
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $595,381 - $704,093	3,152 Added 175.6%	4,947 $1.05 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $26,286 - $38,957	-195 Reduced 9.8%	1,795 $358,000
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $260,394 - $335,663	-2,031 Reduced 50.51%	1,990 $263,000
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $106,873 - $142,113	743 Added 22.67%	4,021 $578,000
Q2 2022 Aug 05, 2022	SELL	$155.6 - $218.85 $122,457 - $172,234	-787 Reduced 19.36%	3,278 $603,000
Q1 2022 May 10, 2022	SELL	$190.54 - $255.46 $20,197 - $27,078	-106 Reduced 2.54%	4,065 $863,000
Q4 2021 Feb 04, 2022	SELL	$247.21 - $309.96 $59,330 - $74,390	-240 Reduced 5.44%	4,171 $1.06 Million
Q3 2021 Oct 28, 2021	BUY	$237.55 - $285.63 $40,145 - $48,271	169 Added 3.98%	4,411 $1.2 Million
Q2 2021 Aug 03, 2021	SELL	$210.54 - $246.26 $9,474 - $11,081	-45 Reduced 1.05%	4,242 $1.04 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $40,655 - $49,220	198 Added 4.84%	4,287 $908,000
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $315,695 - $382,978	1,434 Added 54.01%	4,089 $910,000
Q3 2020 Oct 22, 2020	BUY	$185.51 - $281.25 $73,647 - $111,656	397 Added 17.58%	2,655 $667,000
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $302,707 - $432,745	2,258 New	2,258 $423,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Amg National Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on Amg National Trust Bank with notifications on news.

Account

Amg National Trust Bank Salesforce, Inc. Transaction History