A detailed history of Carret Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Carret Asset Management, LLC holds 3,011 shares of CRM stock, worth $970,294. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,011
Previous 2,679 12.39%
Holding current value
$970,294
Previous $688,000 19.77%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 24, 2024

BUY
$238.42 - $276.53 $79,155 - $91,807
332 Added 12.39%
3,011 $824,000
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 0.19%
2,679 $688,000
Q1 2024

Apr 18, 2024

SELL
$251.12 - $316.88 $27,623 - $34,856
-110 Reduced 3.95%
2,674 $805,000
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $981 - $1,336
5 Added 0.18%
2,784 $732,000
Q3 2023

Oct 12, 2023

BUY
$202.49 - $234.37 $809 - $937
4 Added 0.14%
2,779 $563,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $8,627 - $12,785
-64 Reduced 2.25%
2,775 $554,000
Q4 2022

Jan 10, 2023

BUY
$128.21 - $165.27 $13,718 - $17,683
107 Added 3.92%
2,839 $376,000
Q3 2022

Oct 11, 2022

SELL
$143.84 - $191.27 $13,233 - $17,596
-92 Reduced 3.26%
2,732 $393,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $82,312 - $115,771
529 Added 23.05%
2,824 $466,000
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $38,679 - $51,858
203 Added 9.7%
2,295 $487,000
Q4 2021

Jan 10, 2022

BUY
$247.21 - $309.96 $11,866 - $14,878
48 Added 2.35%
2,092 $532,000
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $111,410 - $133,960
469 Added 29.78%
2,044 $554,000
Q2 2021

Jul 14, 2021

BUY
$210.54 - $246.26 $331,600 - $387,859
1,575 New
1,575 $385,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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