A detailed history of Charles Schwab Investment Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 5,912,854 shares of CRM stock, worth $2.03 Billion. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,912,854
Previous 5,816,473 1.66%
Holding current value
$2.03 Billion
Previous $1.5 Billion 8.22%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $23 Million - $26.7 Million
96,381 Added 1.66%
5,912,854 $1.62 Billion
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $63.9 Million - $89.3 Million
293,025 Added 5.31%
5,816,473 $1.5 Billion
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $31.6 Million - $39.9 Million
125,932 Added 2.33%
5,523,448 $1.66 Billion
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $28.6 Million - $38.9 Million
145,625 Added 2.77%
5,397,516 $1.42 Billion
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $4.03 Million - $4.66 Million
19,888 Added 0.38%
5,251,891 $1.06 Billion
Q2 2023

Aug 09, 2023

SELL
$188.89 - $223.38 $10.9 Million - $12.9 Million
-57,603 Reduced 1.09%
5,232,003 $1.11 Billion
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $12.6 Million - $18.6 Million
93,333 Added 1.8%
5,289,606 $1.06 Billion
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $22.9 Million - $29.6 Million
178,840 Added 3.56%
5,196,273 $689 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $11.5 Million - $15.2 Million
79,640 Added 1.61%
5,017,433 $722 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $18.2 Million - $25.6 Million
117,079 Added 2.43%
4,937,793 $815 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $24.8 Million - $33.3 Million
130,181 Added 2.78%
4,820,714 $1.02 Billion
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $37.1 Million - $46.5 Million
150,043 Added 3.3%
4,690,533 $1.19 Billion
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $69 Million - $83 Million
290,620 Added 6.84%
4,540,490 $1.23 Billion
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $25.4 Million - $29.7 Million
120,541 Added 2.92%
4,249,870 $1.04 Billion
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $12.7 Million - $15.4 Million
-61,823 Reduced 1.48%
4,129,329 $875 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $6.5 Million - $7.89 Million
29,536 Added 0.71%
4,191,152 $933 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $19.6 Million - $29.7 Million
105,517 Added 2.6%
4,161,616 $1.05 Billion
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $13.8 Million - $19.7 Million
102,818 Added 2.6%
4,056,099 $760 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $3.02 Million - $4.7 Million
24,318 Added 0.62%
3,953,281 $569 Million
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $20.9 Million - $24.2 Million
146,967 Added 3.89%
3,928,963 $639 Million
Q3 2019

Nov 08, 2019

BUY
$139.72 - $159.97 $75.3 Million - $86.2 Million
538,822 Added 16.61%
3,781,996 $561 Million
Q2 2019

Aug 09, 2019

BUY
$145.1 - $165.96 $20 Million - $22.9 Million
137,911 Added 4.44%
3,243,174 $492 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $30.4 Million - $38.9 Million
232,819 Added 8.11%
3,105,263 $492 Million
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $14.2 Million - $18.8 Million
117,582 Added 4.27%
2,872,444 $393 Million
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $33.6 Million - $39.3 Million
244,944 Added 9.76%
2,754,862 $438 Million
Q2 2018

Aug 08, 2018

BUY
$115.3 - $139.8 $9.9 Million - $12 Million
85,897 Added 3.54%
2,509,918 $342 Million
Q1 2018

May 07, 2018

BUY
$104.03 - $127.99 $9.66 Million - $11.9 Million
92,852 Added 3.98%
2,424,021 $282 Million
Q4 2017

Jan 17, 2018

BUY
$93.94 - $108.8 $8.61 Million - $9.97 Million
91,670 Added 4.09%
2,331,169 $238 Million
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $196 Million - $219 Million
2,239,499
2,239,499 $209 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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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