A detailed history of Fidelis Capital Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 10,322 shares of CRM stock, worth $3.47 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,322
Previous 9,543 8.16%
Holding current value
$3.47 Million
Previous $2.29 Billion 28.17%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Oct 25, 2024

BUY
$238.42 - $276.53 $185,729 - $215,416
779 Added 8.16%
10,322 $2.94 Billion
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $69,763 - $97,516
320 Added 3.47%
9,543 $2.29 Billion
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 0.11%
9,223 $2.78 Billion
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $511,782 - $645,801
2,038 Added 28.4%
9,213 $4.62 Billion
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $363,062 - $494,412
1,850 Added 34.74%
7,175 $1.89 Billion
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $29,968 - $34,686
148 Added 2.86%
5,325 $1.08 Billion
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $35,322 - $41,772
187 Added 3.75%
5,177 $1.09 Billion
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $455,084 - $674,457
3,376 Added 209.17%
4,990 $986 Million
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $206,930 - $266,745
1,614 New
1,614 $237 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 $336B
  • 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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