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 6,932 shares of CRM stock, worth $1.82 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
6,932
Previous 6,972 0.57%
Holding current value
$1.82 Million
Previous $1.83 Million 13.79%
% of portfolio
1.66%
Previous 1.52%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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