A detailed history of D.B. Root & Company, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, D.B. Root & Company, LLC holds 918 shares of CRM stock, worth $244,922. This represents 0.08% of its overall portfolio holdings.

Number of Shares
918
Previous 690 33.04%
Holding current value
$244,922
Previous $207,000 14.01%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jul 15, 2024

BUY
$218.01 - $304.74 $49,706 - $69,480
228 Added 33.04%
918 $236,000
Q1 2024

Apr 17, 2024

SELL
$251.12 - $316.88 $143,891 - $181,572
-573 Reduced 45.37%
690 $207,000
Q4 2023

Jan 16, 2024

SELL
$196.25 - $267.25 $131,880 - $179,592
-672 Reduced 34.73%
1,263 $332,000
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $6,277 - $7,265
-31 Reduced 1.58%
1,935 $392,000
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $12,088 - $14,296
64 Added 3.36%
1,966 $415,000
Q1 2023

Apr 18, 2023

SELL
$134.8 - $199.78 $143,292 - $212,366
-1,063 Reduced 35.85%
1,902 $379,000
Q4 2022

Jan 27, 2023

SELL
$128.21 - $165.27 $36,283 - $46,771
-283 Reduced 8.71%
2,965 $0
Q3 2022

Oct 26, 2022

SELL
$143.84 - $191.27 $10,500 - $13,962
-73 Reduced 2.2%
3,248 $467,000
Q2 2022

Jul 21, 2022

BUY
$155.6 - $218.85 $61,306 - $86,226
394 Added 13.46%
3,321 $548,000
Q4 2021

Feb 01, 2022

SELL
$247.21 - $309.96 $741 - $929
-3 Reduced 0.1%
2,927 $743,000
Q3 2021

Oct 22, 2021

BUY
$237.55 - $285.63 $186,476 - $224,219
785 Added 36.6%
2,930 $794,000
Q2 2021

Jul 28, 2021

BUY
$210.54 - $246.26 $451,608 - $528,227
2,145 New
2,145 $523,000
Q1 2021

May 04, 2021

SELL
$205.33 - $248.59 $306,968 - $371,642
-1,495 Closed
0 $0
Q4 2020

Feb 09, 2021

SELL
$220.15 - $267.07 $201,877 - $244,903
-917 Reduced 38.02%
1,495 $332,000
Q3 2020

Oct 22, 2020

SELL
$185.51 - $281.25 $305,534 - $463,218
-1,647 Reduced 40.58%
2,412 $606,000
Q2 2020

Aug 06, 2020

SELL
$134.06 - $191.65 $16,355 - $23,381
-122 Reduced 2.92%
4,059 $760,000
Q1 2020

Apr 29, 2020

BUY
$124.3 - $193.36 $519,698 - $808,438
4,181 New
4,181 $601,000

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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