A detailed history of Choate Investment Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Choate Investment Advisors holds 4,140 shares of CRM stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,140
Previous 4,282 3.32%
Holding current value
$1.1 Million
Previous $1.29 Million 17.46%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $30,957 - $43,273
-142 Reduced 3.32%
4,140 $1.06 Million
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $1.75 Million - $2.2 Million
-6,957 Reduced 61.9%
4,282 $1.29 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $122,852 - $167,298
626 Added 5.9%
11,239 $2.96 Million
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $1.66 Million - $1.92 Million
8,199 Added 339.64%
10,613 $2.15 Million
Q2 2023

Aug 01, 2023

BUY
$188.89 - $223.38 $241,779 - $285,926
1,280 Added 112.87%
2,414 $509,000
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $152,863 - $226,550
1,134 New
1,134 $226,000
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $375,618 - $528,303
-2,414 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$190.54 - $255.46 $2,858 - $3,831
15 Added 0.63%
2,414 $512,000
Q4 2021

Feb 07, 2022

BUY
$247.21 - $309.96 $593,056 - $743,594
2,399 New
2,399 $610,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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