A detailed history of Charles Carroll Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 7,600 shares of CRM stock, worth $2.61 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
7,600
Previous 3,750 102.67%
Holding current value
$2.61 Million
Previous $760,000 163.03%
% of portfolio
2.15%
Previous 0.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $755,562 - $1.03 Million
3,850 Added 102.67%
7,600 $2 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $50,622 - $58,592
250 Added 7.14%
3,750 $760,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $661,115 - $781,830
3,500 New
3,500 $739,000
Q2 2022

Jul 27, 2022

SELL
$155.6 - $218.85 $501,810 - $705,791
-3,225 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $614,491 - $823,858
3,225 New
3,225 $685,000

Others Institutions Holding CRM

About Salesforce, Inc.


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