A detailed history of Fulcrum Capital LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fulcrum Capital LLC holds 1,438 shares of CRM stock, worth $491,393. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,438
Previous 1,883 23.63%
Holding current value
$491,393
Previous $484,000 18.8%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 22, 2024

SELL
$238.42 - $276.53 $106,096 - $123,055
-445 Reduced 23.63%
1,438 $393,000
Q1 2024

Apr 17, 2024

SELL
$251.12 - $316.88 $44,699 - $56,404
-178 Reduced 8.64%
1,883 $567,000
Q3 2023

Oct 13, 2023

SELL
$202.49 - $234.37 $125,948 - $145,778
-622 Reduced 23.18%
2,061 $417,000
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $205,134 - $242,590
-1,086 Reduced 28.81%
2,683 $566,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $226,464 - $335,630
1,680 Added 80.42%
3,769 $752,000
Q3 2022

Oct 17, 2022

SELL
$143.84 - $191.27 $69,618 - $92,574
-484 Reduced 18.81%
2,089 $300,000
Q1 2022

May 05, 2022

SELL
$190.54 - $255.46 $59,639 - $79,958
-313 Reduced 10.85%
2,573 $546,000
Q4 2021

Jan 25, 2022

BUY
$247.21 - $309.96 $16,315 - $20,457
66 Added 2.34%
2,886 $733,000
Q3 2021

Oct 21, 2021

SELL
$237.55 - $285.63 $162,009 - $194,799
-682 Reduced 19.47%
2,820 $765,000
Q2 2021

Jul 30, 2021

SELL
$210.54 - $246.26 $145,272 - $169,919
-690 Reduced 16.46%
3,502 $855,000
Q1 2021

Apr 12, 2021

BUY
$205.33 - $248.59 $860,743 - $1.04 Million
4,192 New
4,192 $888,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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 Fulcrum Capital LLC Portfolio

Follow Fulcrum Capital LLC 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 Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.