A detailed history of First United Bank & Trust transactions in Salesforce, Inc. stock. As of the latest transaction made, First United Bank & Trust holds 4,464 shares of CRM stock, worth $1.47 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,464
Previous 4,577 2.47%
Holding current value
$1.47 Million
Previous $1.18 Million 3.83%
% of portfolio
0.45%
Previous 0.45%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $26,941 - $31,247
-113 Reduced 2.47%
4,464 $1.22 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $9,810 - $13,713
45 Added 0.99%
4,577 $1.18 Million
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 0.22%
4,532 $1.36 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $66,725 - $90,865
340 Added 8.13%
4,522 $1.19 Million
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $19,236 - $22,265
95 Added 2.32%
4,182 $848,000
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $7,555 - $8,935
-40 Reduced 0.97%
4,087 $863,000
Q1 2023

Apr 18, 2023

SELL
$134.8 - $199.78 $28,982 - $42,952
-215 Reduced 4.95%
4,127 $824,000
Q4 2022

Jan 19, 2023

SELL
$128.21 - $165.27 $62,951 - $81,147
-491 Reduced 10.16%
4,342 $0
Q3 2022

Oct 25, 2022

SELL
$143.84 - $191.27 $20,856 - $27,734
-145 Reduced 2.91%
4,833 $695,000
Q2 2022

Jul 18, 2022

SELL
$155.6 - $218.85 $36,410 - $51,210
-234 Reduced 4.49%
4,978 $822,000
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $51,445 - $68,974
-270 Reduced 4.93%
5,212 $1.11 Million
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $6,180 - $7,748
25 Added 0.46%
5,482 $1.39 Million
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $40,383 - $48,557
170 Added 3.22%
5,457 $1.48 Million
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $72,004 - $84,220
-342 Reduced 6.08%
5,287 $1.29 Million
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $137,571 - $166,555
670 Added 13.51%
5,629 $1.19 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $16,951 - $20,564
77 Added 1.58%
4,959 $1.1 Million
Q3 2020

Oct 13, 2020

SELL
$185.51 - $281.25 $1,855 - $2,812
-10 Reduced 0.2%
4,882 $1.23 Million
Q2 2020

Jul 14, 2020

SELL
$134.06 - $191.65 $6,703 - $9,582
-50 Reduced 1.01%
4,892 $916,000
Q1 2020

Apr 13, 2020

BUY
$124.3 - $193.36 $147,046 - $228,744
1,183 Added 31.47%
4,942 $712,000
Q4 2019

Jan 13, 2020

BUY
$142.33 - $164.98 $22,630 - $26,231
159 Added 4.42%
3,759 $611,000
Q3 2019

Oct 11, 2019

BUY
$139.72 - $159.97 $12,574 - $14,397
90 Added 2.56%
3,600 $534,000
Q2 2019

Jul 09, 2019

BUY
$145.1 - $165.96 $63,118 - $72,192
435 Added 14.15%
3,510 $533,000
Q1 2019

Apr 11, 2019

BUY
$130.4 - $166.95 $155,176 - $198,670
1,190 Added 63.13%
3,075 $487,000
Q4 2018

Jan 15, 2019

BUY
$120.67 - $159.86 $227,462 - $301,336
1,885 New
1,885 $258,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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 United Bank & Trust Portfolio

Follow First United Bank & Trust 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 United Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on First United Bank & Trust with notifications on news.