A detailed history of Evercore Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 27,020 shares of CRM stock, worth $9.23 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
27,020
Previous 27,137 0.43%
Holding current value
$9.23 Million
Previous $6.98 Million 6.01%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $27,895 - $32,354
-117 Reduced 0.43%
27,020 $7.4 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $31,611 - $44,187
145 Added 0.54%
27,137 $6.98 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $187,084 - $236,075
-745 Reduced 2.69%
26,992 $8.13 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $114,806 - $156,341
585 Added 2.15%
27,737 $7.3 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $297,255 - $344,055
1,468 Added 5.72%
27,152 $5.51 Million
Q2 2023

Aug 04, 2023

SELL
$188.89 - $223.38 $267,090 - $315,859
-1,414 Reduced 5.22%
25,684 $5.43 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $129,947 - $192,587
-964 Reduced 3.44%
27,098 $5.41 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $1.44 Million - $1.86 Million
-11,261 Reduced 28.64%
28,062 $3.72 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $22,439 - $29,838
-156 Reduced 0.4%
39,323 $5.66 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $12,448 - $17,508
80 Added 0.2%
39,479 $6.52 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $17,148 - $22,991
-90 Reduced 0.23%
39,399 $8.37 Million
Q4 2021

Feb 14, 2022

SELL
$247.21 - $309.96 $91,467 - $114,685
-370 Reduced 0.93%
39,489 $10 Million
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $250,852 - $301,625
-1,056 Reduced 2.58%
39,859 $10.8 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $1.02 Million - $1.19 Million
4,833 Added 13.39%
40,915 $9.99 Million
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $21,354 - $25,853
-104 Reduced 0.29%
36,082 $7.64 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $82,556 - $100,151
375 Added 1.05%
36,186 $8.05 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $48,047 - $72,843
259 Added 0.73%
35,811 $9 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $167,843 - $239,945
1,252 Added 3.65%
35,552 $6.66 Million
Q1 2020

May 14, 2020

SELL
$124.3 - $193.36 $160,968 - $250,401
-1,295 Reduced 3.64%
34,300 $4.94 Million
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $170,226 - $197,316
1,196 Added 3.48%
35,595 $5.79 Million
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $25,568 - $29,274
183 Added 0.53%
34,399 $5.11 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $25,827 - $29,540
178 Added 0.52%
34,216 $5.19 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $707,680 - $906,037
5,427 Added 18.97%
34,038 $5.39 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $214,551 - $284,231
1,778 Added 6.63%
28,611 $3.92 Million
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $28,938 - $33,850
211 Added 0.79%
26,833 $4.27 Million
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $6,456 - $7,828
-56 Reduced 0.21%
26,622 $3.63 Million
Q1 2018

May 15, 2018

SELL
$104.03 - $127.99 $36,410 - $44,796
-350 Reduced 1.29%
26,678 $3.1 Million
Q4 2017

Feb 13, 2018

SELL
$93.94 - $108.8 $26,772 - $31,008
-285 Reduced 1.04%
27,028 $2.76 Million
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $2.39 Million - $2.67 Million
27,313
27,313 $2.55 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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