A detailed history of Chesley Taft & Associates LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 47,427 shares of CRM stock, worth $16.3 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
47,427
Previous 47,763 0.7%
Holding current value
$16.3 Million
Previous $12.3 Million 5.72%
% of portfolio
0.62%
Previous 0.62%

Shares

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

Oct 07, 2024

SELL
$238.42 - $276.53 $80,109 - $92,914
-336 Reduced 0.7%
47,427 $13 Million
Q2 2024

Jul 19, 2024

SELL
$218.01 - $304.74 $156,095 - $218,193
-716 Reduced 1.48%
47,763 $12.3 Million
Q1 2024

Apr 15, 2024

SELL
$251.12 - $316.88 $260,411 - $328,604
-1,037 Reduced 2.09%
48,479 $14.6 Million
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $73,201 - $99,684
-373 Reduced 0.75%
49,516 $13 Million
Q3 2023

Oct 10, 2023

SELL
$202.49 - $234.37 $79,578 - $92,107
-393 Reduced 0.78%
49,889 $10.1 Million
Q2 2023

Jul 17, 2023

BUY
$188.89 - $223.38 $39,100 - $46,239
207 Added 0.41%
50,282 $10.6 Million
Q1 2023

Apr 11, 2023

BUY
$134.8 - $199.78 $21,837 - $32,364
162 Added 0.32%
50,075 $10 Million
Q4 2022

Jan 19, 2023

SELL
$128.21 - $165.27 $71,156 - $91,724
-555 Reduced 1.1%
49,913 $0
Q3 2022

Oct 13, 2022

BUY
$143.84 - $191.27 $65,591 - $87,219
456 Added 0.91%
50,468 $7.26 Million
Q2 2022

Jul 07, 2022

SELL
$155.6 - $218.85 $29,252 - $41,143
-188 Reduced 0.37%
50,012 $8.25 Million
Q1 2022

Apr 14, 2022

SELL
$190.54 - $255.46 $209,594 - $281,006
-1,100 Reduced 2.14%
50,200 $9.78 Million
Q4 2021

Jan 05, 2022

BUY
$247.21 - $309.96 $361,421 - $453,161
1,462 Added 2.93%
51,300 $13 Million
Q3 2021

Oct 05, 2021

BUY
$237.55 - $285.63 $35,632 - $42,844
150 Added 0.3%
49,838 $13.5 Million
Q2 2021

Jul 07, 2021

SELL
$210.54 - $246.26 $40,002 - $46,789
-190 Reduced 0.38%
49,688 $12.1 Million
Q1 2021

Apr 06, 2021

SELL
$205.33 - $248.59 $37,986 - $45,989
-185 Reduced 0.37%
49,878 $11 Million
Q4 2020

Jan 11, 2021

SELL
$220.15 - $267.07 $164,231 - $199,234
-746 Reduced 1.47%
50,063 $11.1 Million
Q3 2020

Oct 08, 2020

SELL
$185.51 - $281.25 $808,823 - $1.23 Million
-4,360 Reduced 7.9%
50,809 $12.8 Million
Q2 2020

Jul 08, 2020

BUY
$134.06 - $191.65 $107,784 - $154,086
804 Added 1.48%
55,169 $10.3 Million
Q1 2020

Apr 15, 2020

SELL
$124.3 - $193.36 $60,161 - $93,586
-484 Reduced 0.88%
54,365 $7.83 Million
Q4 2019

Jan 10, 2020

SELL
$142.33 - $164.98 $474,385 - $549,878
-3,333 Reduced 5.73%
54,849 $8.92 Million
Q3 2019

Oct 07, 2019

SELL
$139.72 - $159.97 $7,964 - $9,118
-57 Reduced 0.1%
58,182 $8.64 Million
Q2 2019

Jul 10, 2019

BUY
$145.1 - $165.96 $3,627 - $4,149
25 Added 0.04%
58,239 $8.84 Million
Q1 2019

Apr 05, 2019

SELL
$130.4 - $166.95 $670,125 - $857,956
-5,139 Reduced 8.11%
58,214 $9.22 Million
Q4 2018

Jan 07, 2019

SELL
$120.67 - $159.86 $190,055 - $251,779
-1,575 Reduced 2.43%
63,353 $8.68 Million
Q3 2018

Oct 12, 2018

BUY
$137.15 - $160.43 $45,122 - $52,781
329 Added 0.51%
64,928 $10.3 Million
Q2 2018

Jul 12, 2018

BUY
$115.3 - $139.8 $5,534 - $6,710
48 Added 0.07%
64,599 $8.81 Million
Q1 2018

Apr 11, 2018

SELL
$104.03 - $127.99 $626,572 - $770,883
-6,023 Reduced 8.53%
64,551 $7.51 Million
Q4 2017

Jan 10, 2018

SELL
$93.94 - $108.8 $98,824 - $114,457
-1,052 Reduced 1.47%
70,574 $7.22 Million
Q3 2017

Oct 13, 2017

BUY
$87.63 - $97.71 $6.28 Million - $7 Million
71,626
71,626 $6.69 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 $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
Track This Portfolio

Track Chesley Taft & Associates LLC Portfolio

Follow Chesley Taft & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesley Taft & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chesley Taft & Associates LLC with notifications on news.