A detailed history of Callan Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Callan Capital, LLC holds 2,770 shares of CRM stock, worth $946,564. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,002 38.36%
Holding current value
$946,564
Previous $514,000 47.47%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $183,106 - $212,375
768 Added 38.36%
2,770 $758,000
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $47,962 - $67,042
-220 Reduced 9.9%
2,002 $514,000
Q1 2024

Oct 22, 2024

BUY
$251.12 - $316.88 $55,246 - $69,713
220 Added 10.99%
2,222 $669,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $160,716 - $202,803
640 Added 40.46%
2,222 $669,000
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $41,016 - $55,855
209 Added 15.22%
1,582 $416,000
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $63,784 - $73,826
315 Added 29.77%
1,373 $278,000
Q2 2023

Aug 04, 2023

BUY
$188.89 - $223.38 $1,888 - $2,233
10 Added 0.95%
1,058 $223,000
Q1 2023

May 08, 2023

BUY
$134.8 - $199.78 $141,270 - $209,369
1,048 New
1,048 $209,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $178,940 - $251,677
-1,150 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $9,336 - $12,517
49 Added 4.45%
1,150 $244,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $272,178 - $341,265
1,101 New
1,101 $280,000

Others Institutions Holding CRM

About Salesforce, Inc.


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