A detailed history of Copperleaf Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Copperleaf Capital, LLC holds 1,867 shares of CRM stock, worth $498,115. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,867
Previous 1,882 0.8%
Holding current value
$498,115
Previous $566,000 15.19%
% of portfolio
0.44%
Previous 0.54%

Shares

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

Aug 13, 2024

SELL
$218.01 - $304.74 $3,270 - $4,571
-15 Reduced 0.8%
1,867 $480,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $26,116 - $32,955
104 Added 5.85%
1,882 $566,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $55,279 - $63,983
-273 Reduced 13.31%
1,778 $360,000
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $30,222 - $35,740
160 Added 8.46%
2,051 $433,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $13,884 - $20,577
-103 Reduced 5.17%
1,891 $377,000
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $255,650 - $329,548
1,994 New
1,994 $264,000

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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