Charter Research & Investment Group, Inc. Salesforce, Inc. Transaction History

Charter Research & Investment Group, Inc.

$136 Million
Q3 2024

A detailed history of Charter Research & Investment Group, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Charter Research & Investment Group, Inc. holds 8,102 shares of CRM stock, worth $2.77 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

8,102

Previous 8,107 0.06%

Holding current value

$2.77 Million

Previous $2.08 Million 6.38%

% of portfolio

1.64%

Previous 1.64%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$238.42 - $276.53 $1,192 - $1,382	-5 Reduced 0.06%	8,102 $2.22 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $256,161 - $358,069	1,175 Added 16.95%	8,107 $2.08 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $10,044 - $12,675	-40 Reduced 0.57%	6,932 $2.09 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $65,809 - $76,170	-325 Reduced 4.45%	6,972 $1.41 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $59,500 - $70,364	-315 Reduced 4.14%	7,297 $1.54 Million
Q1 2023 May 08, 2023	SELL	$134.8 - $199.78 $2,696 - $3,995	-20 Reduced 0.26%	7,612 $1.52 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $34,616 - $44,622	-270 Reduced 3.42%	7,632 $1.01 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $44,590 - $59,293	-310 Reduced 3.77%	7,902 $1.14 Million
Q2 2022 Aug 10, 2022	BUY	$155.6 - $218.85 $145,486 - $204,624	935 Added 12.85%	8,212 $1.36 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $73,640 - $88,545	310 Added 4.45%	7,277 $1.97 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $45,266 - $52,945	215 Added 3.18%	6,967 $1.7 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $64,678 - $78,305	315 Added 4.89%	6,752 $1.43 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $15,410 - $18,694	70 Added 1.1%	6,437 $1.43 Million
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $361,930 - $548,718	-1,951 Reduced 23.46%	6,367 $1.6 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $42,262 - $65,742	340 Added 4.26%	8,318 $1.2 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $192,534 - $220,438	1,378 Added 20.88%	7,978 $1.18 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $957,660 - $1.1 Million	6,600 New	6,600 $1 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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...

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Charter Research & Investment Group, Inc. Salesforce, Inc. Transaction History