A detailed history of Douglass Winthrop Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Douglass Winthrop Advisors, LLC holds 10,994 shares of CRM stock, worth $2.93 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,994
Previous 11,650 5.63%
Holding current value
$2.93 Million
Previous $3.51 Million 19.44%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 07, 2024

SELL
$218.01 - $304.74 $143,014 - $199,909
-656 Reduced 5.63%
10,994 $2.83 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $26,869 - $33,906
107 Added 0.93%
11,650 $3.51 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $32,381 - $44,096
-165 Reduced 1.41%
11,543 $3.04 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $59,734 - $69,139
295 Added 2.58%
11,708 $2.37 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $691,337 - $817,570
3,660 Added 47.21%
11,413 $2.41 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $4.29 Million - $6.36 Million
-31,815 Reduced 80.41%
7,753 $1.55 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $5.07 Million - $6.54 Million
39,568 New
39,568 $5.25 Million
Q3 2022

Nov 15, 2022

SELL
$143.84 - $191.27 $168,580 - $224,168
-1,172 Reduced 2.69%
42,390 $6.1 Million
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $221,885 - $312,080
-1,426 Reduced 3.17%
43,562 $7.19 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $579,813 - $777,364
3,043 Added 7.25%
44,988 $9.55 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $1.08 Million - $1.35 Million
4,366 Added 11.62%
41,945 $10.7 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $1.06 Million - $1.27 Million
4,456 Added 13.45%
37,579 $10.2 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $554,772 - $648,895
2,635 Added 8.64%
33,123 $8.09 Million
Q1 2021

May 13, 2021

SELL
$205.33 - $248.59 $4.94 Million - $5.98 Million
-24,039 Closed
0 $0
Q4 2020

Jan 27, 2021

BUY
$220.15 - $267.07 $5.29 Million - $6.42 Million
24,039 New
24,039 $5.35 Million
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $3.08 Million - $4.67 Million
-16,589 Closed
0 $0
Q2 2020

Jul 17, 2020

BUY
$134.06 - $191.65 $111,940 - $160,027
835 Added 5.3%
16,589 $3.11 Million
Q1 2020

Apr 23, 2020

SELL
$124.3 - $193.36 $15,164 - $23,589
-122 Reduced 0.77%
15,754 $2.27 Million
Q4 2019

Jan 10, 2020

BUY
$142.33 - $164.98 $166,526 - $193,026
1,170 Added 7.96%
15,876 $2.58 Million
Q3 2019

Oct 08, 2019

BUY
$139.72 - $159.97 $293,412 - $335,937
2,100 Added 16.66%
14,706 $2.18 Million
Q2 2019

Jul 10, 2019

SELL
$145.1 - $165.96 $25,682 - $29,374
-177 Reduced 1.38%
12,606 $1.91 Million
Q1 2019

Apr 09, 2019

SELL
$130.4 - $166.95 $782 - $1,001
-6 Reduced 0.05%
12,783 $2.02 Million
Q4 2018

Jan 16, 2019

BUY
$120.67 - $159.86 $286,832 - $379,987
2,377 Added 22.83%
12,789 $1.75 Million
Q3 2018

Oct 12, 2018

BUY
$137.15 - $160.43 $21,121 - $24,706
154 Added 1.5%
10,412 $1.66 Million
Q2 2018

Jul 24, 2018

SELL
$115.3 - $139.8 $62,262 - $75,492
-540 Reduced 5.0%
10,258 $1.4 Million
Q1 2018

May 08, 2018

BUY
$104.03 - $127.99 $343,611 - $422,750
3,303 Added 44.07%
10,798 $1.26 Million
Q4 2017

Feb 13, 2018

SELL
$93.94 - $108.8 $17,848 - $20,672
-190 Reduced 2.47%
7,495 $766,000
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $673,436 - $750,901
7,685
7,685 $0

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
Track This Portfolio

Track Douglass Winthrop Advisors, LLC Portfolio

Follow Douglass Winthrop Advisors, 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 Douglass Winthrop Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Douglass Winthrop Advisors, LLC with notifications on news.