A detailed history of Colonial Trust Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Colonial Trust Advisors holds 336 shares of CRM stock, worth $88,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares
336
Previous 127 164.57%
Holding current value
$88,976
Previous $42,000 114.29%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
$268.36 - $359.95 $56,087 - $75,229
209 Added 164.57%
336 $90,000
Q4 2024

Feb 13, 2025

SELL
$270.87 - $367.87 $2,979 - $4,046
-11 Reduced 7.97%
127 $42,000
Q3 2024

Nov 12, 2024

BUY
$238.42 - $276.53 $953 - $1,106
4 Added 2.99%
138 $37,000
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $2,834 - $3,961
13 Added 10.74%
134 $34,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $2,008 - $2,535
8 Added 7.08%
121 $36,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $981 - $1,336
5 Added 4.63%
113 $29,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $755 - $893
4 Added 3.85%
108 $22,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $1,617 - $2,397
12 Added 13.04%
104 $20,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $11,795 - $15,204
92 New
92 $12,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $265B
  • 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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