Garrett Investment Advisors LLC Salesforce, Inc. Transaction History

Garrett Investment Advisors LLC

$926 Million
Q1 2025

A detailed history of Garrett Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 11,435 shares of CRM stock, worth $3.03 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

11,435

Previous 10,502 8.88%

Holding current value

$3.03 Million

Previous $3.51 Million 12.62%

% of portfolio

0.33%

Previous 0.37%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$268.36 - $359.95 $250,379 - $335,833	933 Added 8.88%	11,435 $3.07 Million
Q4 2024 Jan 15, 2025	SELL	$270.87 - $367.87 $687,468 - $933,654	-2,538 Reduced 19.46%	10,502 $3.51 Million
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

# of Institutions

3,354

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $265B
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...

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Garrett Investment Advisors LLC Salesforce, Inc. Transaction History