A detailed history of Charter Oak Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 8,168 shares of CRM stock, worth $2.81 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,168
Previous 8,139 0.36%
Holding current value
$2.81 Million
Previous $2.09 Million 6.84%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $6,914 - $8,019
29 Added 0.36%
8,168 $2.24 Million
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $195,554 - $273,351
-897 Reduced 9.93%
8,139 $2.09 Million
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $768,929 - $970,286
3,062 Added 51.26%
9,036 $2.72 Million
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $25,311 - $29,932
134 Added 2.29%
5,974 $1.26 Million
Q1 2023

Apr 19, 2023

SELL
$134.8 - $199.78 $6,335 - $9,389
-47 Reduced 0.8%
5,840 $1.17 Million
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $2,564 - $3,305
20 Added 0.34%
5,887 $0
Q3 2022

Dec 06, 2022

BUY
$143.84 - $191.27 $17,692 - $23,526
123 Added 2.14%
5,867 $844,000
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $620,969 - $832,544
3,259 Added 131.15%
5,744 $1.22 Million
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $556,222 - $697,410
2,250 Added 957.45%
2,485 $632,000
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $16,628 - $19,994
70 Added 42.42%
235 $64,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $36,324 - $44,066
165 New
165 $37,000

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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