A detailed history of Cozad Asset Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Cozad Asset Management Inc holds 14,274 shares of CRM stock, worth $4.88 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,274
Previous 14,346 0.5%
Holding current value
$4.88 Million
Previous $3.69 Million 5.91%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 31, 2024

SELL
$238.42 - $276.53 $17,166 - $19,910
-72 Reduced 0.5%
14,274 $3.91 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $83,497 - $116,715
383 Added 2.74%
14,346 $3.69 Million
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $21,345 - $26,934
-85 Reduced 0.61%
13,963 $4.21 Million
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $77,518 - $105,563
-395 Reduced 2.73%
14,048 $3.7 Million
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $62,366 - $72,185
308 Added 2.18%
14,443 $2.93 Million
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $53,078 - $62,769
-281 Reduced 1.95%
14,135 $2.99 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $40,035 - $59,334
297 Added 2.1%
14,416 $2.88 Million
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $63,079 - $81,312
492 Added 3.61%
14,119 $1.87 Million
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $24,596 - $32,707
-171 Reduced 1.24%
13,627 $1.96 Million
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $55,238 - $77,691
355 Added 2.64%
13,798 $2.28 Million
Q1 2022

Apr 29, 2022

SELL
$190.54 - $255.46 $3.19 Million - $4.27 Million
-16,717 Reduced 55.43%
13,443 $2.85 Million
Q4 2021

Feb 01, 2022

SELL
$247.21 - $309.96 $347,330 - $435,493
-1,405 Reduced 4.45%
30,160 $7.67 Million
Q3 2021

Nov 05, 2021

BUY
$237.55 - $285.63 $612,403 - $736,354
2,578 Added 8.89%
31,565 $8.56 Million
Q2 2021

Jul 29, 2021

SELL
$210.54 - $246.26 $537,929 - $629,194
-2,555 Reduced 8.1%
28,987 $7.08 Million
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $330,581 - $400,229
1,610 Added 5.38%
31,542 $6.68 Million
Q4 2020

Feb 16, 2021

SELL
$220.15 - $267.07 $1.11 Million - $1.35 Million
-5,064 Reduced 14.47%
29,932 $6.66 Million
Q3 2020

Oct 28, 2020

SELL
$185.51 - $281.25 $381,037 - $577,687
-2,054 Reduced 5.54%
34,996 $8.8 Million
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $5.05 Million - $7.22 Million
-37,694 Closed
0 $0
Q1 2020

May 07, 2020

SELL
$124.3 - $193.36 $88,253 - $137,285
-710 Reduced 1.85%
37,694 $5.43 Million
Q4 2019

Jan 16, 2020

SELL
$142.33 - $164.98 $37,005 - $42,894
-260 Reduced 0.67%
38,404 $6.25 Million
Q3 2019

Oct 31, 2019

BUY
$139.72 - $159.97 $22,355 - $25,595
160 Added 0.42%
38,664 $5.74 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $14,510 - $16,596
100 Added 0.26%
38,504 $5.84 Million
Q1 2019

Apr 18, 2019

SELL
$130.4 - $166.95 $244,630 - $313,198
-1,876 Reduced 4.66%
38,404 $6.08 Million
Q4 2018

Jan 14, 2019

BUY
$120.67 - $159.86 $59,731 - $79,130
495 Added 1.24%
40,280 $5.52 Million
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $739,924 - $865,519
-5,395 Reduced 11.94%
39,785 $6.33 Million
Q2 2018

Aug 15, 2018

BUY
$115.3 - $139.8 $5.21 Million - $6.32 Million
45,180 New
45,180 $6.16 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 $342B
  • 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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