A detailed history of Garrett Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 13,040 shares of CRM stock, worth $4.46 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,040
Previous 12,458 4.67%
Holding current value
$4.46 Million
Previous $3.2 Million 11.46%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $138,760 - $160,940
582 Added 4.67%
13,040 $3.57 Million
Q2 2024

Jul 10, 2024

BUY
$218.01 - $304.74 $44,256 - $61,862
203 Added 1.66%
12,458 $3.2 Million
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $33,650 - $42,461
134 Added 1.11%
12,255 $3.69 Million
Q4 2023

Jan 05, 2024

SELL
$196.25 - $267.25 $69,276 - $94,339
-353 Reduced 2.83%
12,121 $3.19 Million
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $43,130 - $49,920
213 Added 1.74%
12,474 $2.53 Million
Q2 2023

Jul 10, 2023

SELL
$188.89 - $223.38 $292,023 - $345,345
-1,546 Reduced 11.2%
12,261 $2.59 Million
Q1 2023

Apr 04, 2023

BUY
$134.8 - $199.78 $101,369 - $150,234
752 Added 5.76%
13,807 $2.76 Million
Q4 2022

Jan 09, 2023

BUY
$128.21 - $165.27 $744,130 - $959,227
5,804 Added 80.04%
13,055 $0
Q3 2022

Oct 18, 2022

BUY
$143.84 - $191.27 $244,384 - $324,967
1,699 Added 30.6%
7,251 $1.04 Million
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $177,695 - $249,926
1,142 Added 25.9%
5,552 $916,000
Q1 2022

Apr 04, 2022

BUY
$190.54 - $255.46 $223,884 - $300,165
1,175 Added 36.32%
4,410 $936,000
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $57,352 - $71,910
232 Added 7.73%
3,235 $822,000
Q3 2021

Oct 07, 2021

BUY
$237.55 - $285.63 $118,537 - $142,529
499 Added 19.93%
3,003 $814,000
Q2 2021

Jul 21, 2021

BUY
$210.54 - $246.26 $16,422 - $19,208
78 Added 3.22%
2,504 $612,000
Q1 2021

Apr 20, 2021

SELL
$205.33 - $248.59 $3,490 - $4,226
-17 Reduced 0.7%
2,426 $514,000
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $537,826 - $652,452
2,443 New
2,443 $544,000

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
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