A detailed history of Everhart Financial Group, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,086 shares of CRM stock, worth $1.75 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,086
Previous 4,371 16.36%
Holding current value
$1.75 Million
Previous $1.12 Million 23.95%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $170,470 - $197,718
715 Added 16.36%
5,086 $1.39 Million
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $654 - $914
-3 Reduced 0.07%
4,371 $1.12 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $142,133 - $179,354
566 Added 14.86%
4,374 $1.32 Million
Q4 2023

Jan 12, 2024

BUY
$196.25 - $267.25 $40,820 - $55,588
208 Added 5.78%
3,808 $1 Million
Q3 2023

Oct 25, 2023

BUY
$202.49 - $234.37 $42,927 - $49,686
212 Added 6.26%
3,600 $730,000
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $79,522 - $94,042
421 Added 14.19%
3,388 $715,000
Q1 2023

Apr 25, 2023

BUY
$134.8 - $199.78 $399,951 - $592,747
2,967 New
2,967 $592,000
Q3 2022

Oct 12, 2022

SELL
$143.84 - $191.27 $317,023 - $421,559
-2,204 Reduced 58.71%
1,550 $223,000
Q2 2022

Jul 12, 2022

BUY
$155.6 - $218.85 $404,871 - $569,447
2,602 Added 225.87%
3,754 $620,000
Q1 2022

Apr 18, 2022

SELL
$190.54 - $255.46 $126,899 - $170,136
-666 Reduced 36.63%
1,152 $245,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $44,745 - $56,102
181 Added 11.06%
1,818 $462,000
Q3 2021

Oct 13, 2021

BUY
$237.55 - $285.63 $58,199 - $69,979
245 Added 17.6%
1,637 $444,000
Q2 2021

Jul 16, 2021

BUY
$210.54 - $246.26 $293,071 - $342,793
1,392 New
1,392 $340,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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