A detailed history of Global Retirement Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 14,025 shares of CRM stock, worth $4.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,025
Previous 14,029 0.03%
Holding current value
$4.8 Million
Previous $3.61 Million 6.43%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 16, 2024

SELL
$238.42 - $276.53 $953 - $1,106
-4 Reduced 0.03%
14,025 $3.84 Million
Q2 2024

Jul 23, 2024

BUY
$218.01 - $304.74 $1.14 Million - $1.6 Million
5,235 Added 59.53%
14,029 $3.61 Million
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $274,976 - $346,983
1,095 Added 14.22%
8,794 $2.65 Million
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $107,545 - $146,453
548 Added 7.66%
7,699 $2.03 Million
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $32,600 - $37,733
161 Added 2.3%
7,151 $1.45 Million
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $60,255 - $71,258
319 Added 4.78%
6,990 $1.48 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $200,986 - $297,871
1,491 Added 28.78%
6,671 $1.33 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $100,260 - $129,241
-782 Reduced 13.12%
5,180 $686,000
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $543,283 - $722,426
3,777 Added 172.86%
5,962 $969,000
Q2 2022

Jul 15, 2022

BUY
$155.6 - $218.85 $16,182 - $22,760
104 Added 5.0%
2,185 $361,000
Q1 2022

Jul 14, 2022

BUY
$190.54 - $255.46 $396,513 - $531,612
2,081 New
2,081 $327,000
Q4 2021

Jan 21, 2022

SELL
$247.21 - $309.96 $607,889 - $762,191
-2,459 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$237.55 - $285.63 $3,563 - $4,284
15 Added 0.61%
2,459 $667,000
Q2 2021

Jul 15, 2021

SELL
$210.54 - $246.26 $2.19 Million - $2.57 Million
-10,417 Reduced 81.0%
2,444 $597,000
Q1 2021

Apr 14, 2021

BUY
$205.33 - $248.59 $1.97 Million - $2.39 Million
9,601 Added 294.51%
12,861 $2.73 Million
Q4 2020

Jan 13, 2021

BUY
$220.15 - $267.07 $131,429 - $159,440
597 Added 22.42%
3,260 $725,000
Q3 2020

Oct 09, 2020

SELL
$185.51 - $281.25 $126,888 - $192,375
-684 Reduced 20.44%
2,663 $669,000
Q2 2020

Jul 13, 2020

SELL
$134.06 - $191.65 $90,490 - $129,363
-675 Reduced 16.78%
3,347 $627,000
Q1 2020

Apr 28, 2020

SELL
$124.3 - $193.36 $100,683 - $156,621
-810 Reduced 16.76%
4,022 $579,000
Q4 2019

Jan 23, 2020

SELL
$142.33 - $164.98 $1.27 Million - $1.47 Million
-8,940 Reduced 64.91%
4,832 $786,000
Q3 2019

Nov 19, 2019

BUY
$139.72 - $159.97 $860,535 - $985,255
6,159 Added 80.9%
13,772 $2.04 Million
Q2 2019

Nov 19, 2019

BUY
$145.1 - $165.96 $230,999 - $264,208
1,592 Added 26.44%
7,613 $1.16 Million
Q1 2019

May 07, 2019

SELL
$130.4 - $166.95 $26,210 - $33,556
-201 Reduced 3.23%
6,021 $954,000
Q4 2018

Feb 22, 2019

BUY
$120.67 - $159.86 $689,025 - $912,800
5,710 Added 1115.23%
6,222 $852,000
Q3 2018

Oct 17, 2018

BUY
$137.15 - $160.43 $49,922 - $58,396
364 Added 245.95%
512 $81,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $11,299 - $13,700
98 Added 196.0%
148 $20,000
Q4 2017

Aug 13, 2018

SELL
$93.94 - $108.8 $281 - $326
-3 Reduced 5.66%
50 $5,000
Q2 2017

Aug 10, 2018

SELL
N/A
-11 Reduced 17.19%
53 $4,000
Q1 2017

Aug 10, 2018

BUY
N/A
64
64 $5,000

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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