A detailed history of Clear Creek Financial Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 1,494 shares of CRM stock, worth $353,450. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,494
Previous 1,262 18.38%
Holding current value
$353,450
Previous $338,000 20.41%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$236.26 - $291.15 $54,812 - $67,546
232 Added 18.38%
1,494 $407,000
Q1 2025

Apr 25, 2025

BUY
$268.36 - $359.95 $46,963 - $62,991
175 Added 16.1%
1,262 $338,000
Q4 2024

Jan 23, 2025

BUY
$270.87 - $367.87 $294,435 - $399,874
1,087 New
1,087 $363,000
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $19,428 - $26,457
99 Added 8.94%
1,207 $317,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $5,264 - $6,093
-26 Reduced 2.29%
1,108 $224,000
Q2 2023

Jul 14, 2023

SELL
$188.89 - $223.38 $13,033 - $15,413
-69 Reduced 5.74%
1,134 $239,000
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $162,164 - $240,335
1,203 New
1,203 $240,000
Q2 2022

Jul 27, 2022

SELL
$155.6 - $218.85 $175,205 - $246,425
-1,126 Closed
0 $0
Q1 2022

May 02, 2022

SELL
$190.54 - $255.46 $31,248 - $41,895
-164 Reduced 12.71%
1,126 $239,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $318,900 - $399,848
1,290 New
1,290 $328,000
Q3 2019

Nov 15, 2019

SELL
$139.72 - $159.97 $603,590 - $691,070
-4,320 Closed
0 $0
Q2 2019

Aug 16, 2019

BUY
$145.1 - $165.96 $626,832 - $716,947
4,320 New
4,320 $655,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • 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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