A detailed history of First Personal Financial Services transactions in Salesforce, Inc. stock. As of the latest transaction made, First Personal Financial Services holds 125 shares of CRM stock, worth $43,053. This represents 0.01% of its overall portfolio holdings.

Number of Shares
125
Previous 122 2.46%
Holding current value
$43,053
Previous $31,000 9.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $715 - $829
3 Added 2.46%
125 $34,000
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $27,120 - $34,223
-108 Reduced 46.96%
122 $36,000
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $588 - $801
-3 Reduced 1.29%
230 $60,000
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $16,401 - $18,983
-81 Reduced 25.8%
233 $47,000
Q1 2023

Apr 24, 2023

SELL
$134.8 - $199.78 $2,965 - $4,395
-22 Reduced 6.55%
314 $62,000
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $24,021 - $31,942
167 Added 98.82%
336 $48,000
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $7,049 - $9,452
37 Added 28.03%
169 $36,000
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $14,253 - $17,137
60 Added 83.33%
132 $36,000
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $15,194 - $18,395
-74 Reduced 50.68%
72 $15,000
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $32,141 - $38,992
146 New
146 $32,000
Q1 2020

Apr 22, 2020

SELL
$124.3 - $193.36 $5,469 - $8,507
-44 Closed
0 $0
Q4 2019

Jan 24, 2020

SELL
$142.33 - $164.98 $102,335 - $118,620
-719 Reduced 94.23%
44 $7,000
Q3 2019

Oct 15, 2019

SELL
$139.72 - $159.97 $23,193 - $26,555
-166 Reduced 17.87%
763 $113,000
Q2 2019

Jul 29, 2019

BUY
$145.1 - $165.96 $3,917 - $4,480
27 Added 2.99%
929 $141,000
Q1 2019

Apr 22, 2019

BUY
$130.4 - $166.95 $24,776 - $31,720
190 Added 26.69%
902 $143,000
Q4 2018

Jan 30, 2019

BUY
$120.67 - $159.86 $5,550 - $7,353
46 Added 6.91%
712 $98,000
Q3 2018

Nov 01, 2018

BUY
$137.15 - $160.43 $31,133 - $36,417
227 Added 51.71%
666 $106,000
Q2 2018

Aug 07, 2018

SELL
$115.3 - $139.8 $173,065 - $209,839
-1,501 Reduced 77.37%
439 $60,000
Q1 2018

May 10, 2018

SELL
$104.03 - $127.99 $74,173 - $91,256
-713 Reduced 26.88%
1,940 $225,000
Q4 2017

Jan 25, 2018

BUY
$93.94 - $108.8 $95,536 - $110,649
1,017 Added 62.16%
2,653 $271,000
Q3 2017

Nov 01, 2017

BUY
$87.63 - $97.71 $143,362 - $159,853
1,636
1,636 $153,000

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
Track This Portfolio

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services 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 First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.