A detailed history of Crestwood Advisors Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 294,260 shares of CRM stock, worth $101 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
294,260
Previous 293,434 0.28%
Holding current value
$101 Million
Previous $75.4 Million 6.76%
% of portfolio
1.59%
Previous 1.59%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $196,934 - $228,413
826 Added 0.28%
294,260 $80.5 Million
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $7.74 Million - $10.8 Million
35,483 Added 13.76%
293,434 $75.4 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $2.75 Million - $3.47 Million
10,942 Added 4.43%
257,951 $77.7 Million
Q4 2023

Jan 29, 2024

BUY
$196.25 - $267.25 $2.01 Million - $2.73 Million
10,221 Added 4.32%
247,009 $65 Million
Q3 2023

Nov 15, 2023

BUY
$202.49 - $234.37 $13.6 Million - $15.7 Million
66,940 Added 39.41%
236,788 $48 Million
Q2 2023

Aug 15, 2023

BUY
$188.89 - $223.38 $3.67 Million - $4.34 Million
19,440 Added 12.92%
169,848 $35.9 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $1.8 Million - $2.67 Million
13,366 Added 9.75%
150,408 $30 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $9.43 Million - $12.2 Million
-73,528 Reduced 34.92%
137,042 $18.2 Million
Q3 2022

Oct 26, 2022

SELL
$143.84 - $191.27 $813,702 - $1.08 Million
-5,657 Reduced 2.62%
210,570 $30.3 Million
Q2 2022

Jul 07, 2022

BUY
$155.6 - $218.85 $2.42 Million - $3.4 Million
15,558 Added 7.75%
216,227 $35.7 Million
Q1 2022

Apr 12, 2022

BUY
$190.54 - $255.46 $6.03 Million - $8.09 Million
31,661 Added 18.73%
200,669 $42.6 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $799,477 - $1 Million
3,234 Added 1.95%
169,008 $43 Million
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $38.6 Million - $46.4 Million
162,337 Added 4723.22%
165,774 $45 Million
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $38,739 - $45,311
-184 Reduced 5.08%
3,437 $840,000
Q1 2021

Apr 21, 2021

SELL
$205.33 - $248.59 $18,685 - $22,621
-91 Reduced 2.45%
3,621 $767,000
Q4 2020

Feb 09, 2021

SELL
$220.15 - $267.07 $9,026 - $10,949
-41 Reduced 1.09%
3,712 $826,000
Q3 2020

Oct 06, 2020

BUY
$185.51 - $281.25 $37,658 - $57,093
203 Added 5.72%
3,753 $943,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $16,623 - $23,764
-124 Reduced 3.38%
3,550 $665,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $1.79 Million - $2.79 Million
-14,420 Reduced 79.69%
3,674 $529,000
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $44,406 - $51,473
-312 Reduced 1.7%
18,094 $2.94 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $83,832 - $95,982
600 Added 3.37%
18,406 $2.73 Million
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $2.16 Million - $2.47 Million
14,894 Added 511.47%
17,806 $2.7 Million
Q1 2019

May 09, 2019

BUY
$130.4 - $166.95 $53,072 - $67,948
407 Added 16.25%
2,912 $461,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $30,167 - $39,965
250 Added 11.09%
2,505 $343,000
Q3 2018

Nov 15, 2018

SELL
$137.15 - $160.43 $6,034 - $7,058
-44 Reduced 1.91%
2,255 $359,000
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $6,341 - $7,689
55 Added 2.45%
2,299 $0
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $4,577 - $5,631
44 Added 2.0%
2,244 $261,000
Q3 2017

Nov 20, 2017

BUY
$87.63 - $97.71 $192,786 - $214,962
2,200
2,200 $206,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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