Calton & Associates, Inc. Salesforce, Inc. Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

A detailed history of Calton & Associates, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Calton & Associates, Inc. holds 747 shares of CRM stock, worth $255,488. This represents 0.08% of its overall portfolio holdings.

Number of Shares

747

Previous 11,009 93.21%

Holding current value

$255,488

Previous $3.01 Million 93.23%

% of portfolio

0.08%

Previous 0.51%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$238.42 - $276.53 $2.45 Million - $2.84 Million	-10,262 Reduced 93.21%	747 $204,000
Q3 2024 Oct 18, 2024	BUY	$238.42 - $276.53 $2.62 Million - $3.04 Million	11,009 New	11,009 $3.01 Million
Q2 2022 Jul 12, 2022	SELL	$155.6 - $218.85 $44,034 - $61,934	-283 Reduced 14.09%	1,725 $284,000
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $4,572 - $6,131	24 Added 1.21%	2,008 $426,000
Q4 2021 Jan 13, 2022	SELL	$247.21 - $309.96 $113,963 - $142,891	-461 Reduced 18.85%	1,984 $504,000
Q3 2021 Nov 05, 2021	SELL	$237.55 - $285.63 $39,433 - $47,414	-166 Reduced 6.36%	2,445 $663,000
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $23,791 - $27,827	113 Added 4.52%	2,611 $638,000
Q1 2021 May 03, 2021	SELL	$205.33 - $248.59 $69,401 - $84,023	-338 Reduced 11.92%	2,498 $529,000
Q4 2020 Jan 25, 2021	BUY	$220.15 - $267.07 $48,873 - $59,289	222 Added 8.49%	2,836 $631,000
Q3 2020 Oct 30, 2020	BUY	$185.51 - $281.25 $111,120 - $168,468	599 Added 29.73%	2,614 $657,000
Q2 2020 Aug 10, 2020	SELL	$134.06 - $191.65 $37,134 - $53,087	-277 Reduced 12.09%	2,015 $378,000
Q1 2020 Apr 30, 2020	SELL	$124.3 - $193.36 $193,908 - $301,641	-1,560 Reduced 40.5%	2,292 $330,000
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $268,434 - $311,152	1,886 Added 95.93%	3,852 $627,000
Q3 2019 Nov 07, 2019	SELL	$139.72 - $159.97 $28,642 - $32,793	-205 Reduced 9.44%	1,966 $292,000
Q2 2019 Jul 09, 2019	SELL	$145.1 - $165.96 $2,031 - $2,323	-14 Reduced 0.64%	2,171 $330,000
Q1 2019 Apr 25, 2019	BUY	$130.4 - $166.95 $24,384 - $31,219	187 Added 9.36%	2,185 $346,000
Q4 2018 Feb 11, 2019	BUY	$120.67 - $159.86 $70,712 - $93,677	586 Added 41.5%	1,998 $274,000
Q3 2018 Oct 24, 2018	SELL	$137.15 - $160.43 $73,923 - $86,471	-539 Reduced 27.63%	1,412 $225,000
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $224,950 - $272,749	1,951 New	1,951 $283,000
Q1 2018 Apr 17, 2018	SELL	$104.03 - $127.99 $51,182 - $62,971	-492 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$93.94 - $108.8 $46,218 - $53,529	492	492 $55,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $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

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.

Account

Calton & Associates, Inc. Salesforce, Inc. Transaction History