A detailed history of Douglas Lane & Associates, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Douglas Lane & Associates, LLC holds 90,637 shares of CRM stock, worth $26.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
90,637
Holding current value
$26.1 Million
% of portfolio
0.35%

Shares

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

Oct 10, 2024

BUY
$238.42 - $276.53 $21.6 Million - $25.1 Million
90,637 New
90,637 $24.8 Million
Q2 2022

Jul 18, 2022

SELL
$155.6 - $218.85 $158,867 - $223,445
-1,021 Closed
0 $0
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $8,383 - $11,240
-44 Reduced 4.13%
1,021 $217,000
Q4 2021

Jan 25, 2022

BUY
$247.21 - $309.96 $37,081 - $46,494
150 Added 16.39%
1,065 $271,000
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $19,954 - $23,992
84 Added 10.11%
915 $248,000
Q2 2021

Jul 19, 2021

BUY
$210.54 - $246.26 $174,958 - $204,642
831 New
831 $203,000
Q4 2020

Jan 14, 2021

SELL
$220.15 - $267.07 $188,448 - $228,611
-856 Closed
0 $0
Q3 2020

Oct 19, 2020

BUY
$185.51 - $281.25 $158,796 - $240,750
856 New
856 $215,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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
Track This Portfolio

Track Douglas Lane & Associates, LLC Portfolio

Follow Douglas Lane & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Douglas Lane & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Douglas Lane & Associates, LLC with notifications on news.