A detailed history of Evergreen Capital Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evergreen Capital Management LLC holds 25,627 shares of CRM stock, worth $8.35 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,627
Previous 23,900 7.23%
Holding current value
$8.35 Million
Previous $6.14 Million 14.16%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $411,751 - $477,567
1,727 Added 7.23%
25,627 $7.01 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $473,299 - $661,590
-2,171 Reduced 8.33%
23,900 $6.14 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $186,833 - $235,758
-744 Reduced 2.77%
26,071 $7.85 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $174,858 - $238,119
-891 Reduced 3.22%
26,815 $7.06 Million
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $629,136 - $728,187
-3,107 Reduced 10.08%
27,706 $5.62 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $173,589 - $205,286
-919 Reduced 2.9%
30,813 $6.51 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $950,340 - $1.41 Million
7,050 Added 28.56%
31,732 $6.34 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $4.51 Million - $5.81 Million
-35,143 Reduced 58.74%
24,682 $3.27 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $6.72 Million - $8.93 Million
46,691 Added 355.5%
59,825 $8.61 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $78,578 - $110,519
-505 Reduced 3.7%
13,134 $2.17 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $440,909 - $591,134
-2,314 Reduced 14.51%
13,639 $2.9 Million
Q4 2021

Mar 11, 2022

SELL
$247.21 - $309.96 $604,675 - $758,162
-2,446 Reduced 13.29%
15,953 $4.05 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $202,630 - $243,642
853 Added 4.86%
18,399 $4.99 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $1.9 Million - $2.22 Million
9,029 Added 106.01%
17,546 $4.29 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $480,472 - $581,700
2,340 Added 37.88%
8,517 $1.8 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $28,839 - $34,986
131 Added 2.17%
6,177 $1.38 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $15,768 - $23,906
85 Added 1.43%
6,046 $1.52 Million
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $112,744 - $161,177
841 Added 16.43%
5,961 $1.12 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $412,551 - $641,761
3,319 Added 184.29%
5,120 $737,000
Q4 2019

Feb 14, 2020

SELL
$142.33 - $164.98 $12,809 - $14,848
-90 Reduced 4.76%
1,801 $293,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $54,770 - $62,708
-392 Reduced 17.17%
1,891 $281,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $62,828 - $71,860
433 Added 23.41%
2,283 $346,000
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $4,694 - $6,010
36 Added 1.98%
1,850 $293,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $28,719 - $38,046
238 Added 15.1%
1,814 $248,000
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $2,880 - $3,369
21 Added 1.35%
1,576 $251,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $179,291 - $217,389
1,555 New
1,555 $212,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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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