A detailed history of Heritage Investors Management Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Investors Management Corp holds 164,255 shares of CRM stock, worth $42.2 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
164,255
Previous 165,979 1.04%
Holding current value
$42.2 Million
Previous $43.7 Million 13.27%
% of portfolio
1.75%
Previous 1.65%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$251.12 - $316.88 $432,930 - $546,301
-1,724 Reduced 1.04%
164,255 $49.5 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $9,616 - $13,095
-49 Reduced 0.03%
165,979 $43.7 Million
Q3 2023

Nov 09, 2023

SELL
$202.49 - $234.37 $107,319 - $124,216
-530 Reduced 0.32%
166,028 $33.7 Million
Q2 2023

Aug 01, 2023

SELL
$188.89 - $223.38 $65,733 - $77,736
-348 Reduced 0.21%
166,558 $35.2 Million
Q1 2023

May 01, 2023

SELL
$134.8 - $199.78 $1,348 - $1,997
-10 Reduced 0.01%
166,906 $33.3 Million
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $385,655 - $497,132
3,008 Added 1.84%
166,916 $22.1 Million
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $1.05 Million - $1.4 Million
7,315 Added 4.67%
163,908 $23.6 Million
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $762,595 - $1.07 Million
4,901 Added 3.23%
156,593 $25.8 Million
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $1.88 Million - $2.52 Million
9,876 Added 6.96%
151,692 $32.2 Million
Q4 2021

Jan 28, 2022

BUY
$247.21 - $309.96 $749,046 - $939,178
3,030 Added 2.18%
141,816 $36 Million
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $142,054 - $170,806
598 Added 0.43%
138,786 $37.6 Million
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $509,085 - $595,456
2,418 Added 1.78%
138,188 $33.8 Million
Q1 2021

Apr 23, 2021

BUY
$205.33 - $248.59 $1.41 Million - $1.71 Million
6,865 Added 5.33%
135,770 $28.8 Million
Q4 2020

Jan 28, 2021

BUY
$220.15 - $267.07 $3.36 Million - $4.07 Million
15,258 Added 13.43%
128,905 $28.7 Million
Q3 2020

Oct 29, 2020

SELL
$185.51 - $281.25 $160,466 - $243,281
-865 Reduced 0.76%
113,647 $28.6 Million
Q2 2020

Jul 24, 2020

BUY
$134.06 - $191.65 $447,090 - $639,152
3,335 Added 3.0%
114,512 $21.5 Million
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $217,152 - $337,799
1,747 Added 1.6%
111,177 $16 Million
Q4 2019

Jan 14, 2020

BUY
$142.33 - $164.98 $2.01 Million - $2.33 Million
14,123 Added 14.82%
109,430 $17.8 Million
Q3 2019

Oct 18, 2019

BUY
$139.72 - $159.97 $4.53 Million - $5.18 Million
32,400 Added 51.5%
95,307 $14.1 Million
Q2 2019

Jul 11, 2019

BUY
$145.1 - $165.96 $4.13 Million - $4.73 Million
28,480 Added 82.73%
62,907 $9.47 Million
Q1 2019

Apr 09, 2019

BUY
$130.4 - $166.95 $409,847 - $524,723
3,143 Added 10.05%
34,427 $5.45 Million
Q4 2018

Jan 28, 2019

BUY
$120.67 - $159.86 $1.89 Million - $2.5 Million
15,667 Added 100.32%
31,284 $4.29 Million
Q3 2018

Nov 06, 2018

BUY
$137.15 - $160.43 $246,870 - $288,774
1,800 Added 13.03%
15,617 $2.48 Million
Q2 2018

Jul 19, 2018

BUY
$115.3 - $139.8 $520,003 - $630,498
4,510 Added 48.46%
13,817 $1.89 Million
Q1 2018

May 11, 2018

BUY
$104.03 - $127.99 $171,857 - $211,439
1,652 Added 21.58%
9,307 $1.08 Million
Q4 2017

Feb 07, 2018

BUY
$93.94 - $108.8 $312,350 - $361,760
3,325 Added 76.79%
7,655 $783,000
Q3 2017

Oct 20, 2017

BUY
$87.63 - $97.71 $379,437 - $423,084
4,330
4,330 $405,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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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