Heritage Trust CO Salesforce, Inc. Transaction History

Heritage Trust CO

$750 Million
Q2 2024

A detailed history of Heritage Trust CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Trust CO holds 6,720 shares of CRM stock, worth $2.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,720

Previous 6,528 2.94%

Holding current value

$2.23 Million

Previous $1.97 Million 12.16%

% of portfolio

0.23%

Previous 0.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$218.01 - $304.74 $41,857 - $58,510	192 Added 2.94%	6,720 $1.73 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $44,197 - $55,770	-176 Reduced 2.63%	6,528 $1.97 Million
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $8,635 - $11,759	44 Added 0.66%	6,704 $1.76 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $44,547 - $51,561	-220 Reduced 3.2%	6,660 $1.35 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $61,011 - $72,151	323 Added 4.93%	6,880 $1.45 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $121,320 - $179,802	-900 Reduced 12.07%	6,557 $1.31 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $95,644 - $123,291	746 Added 11.12%	7,457 $988,000
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $15,103 - $20,083	105 Added 1.59%	6,711 $965,000
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $136,928 - $192,588	880 Added 15.37%	6,606 $1.09 Million
Q1 2022 May 11, 2022	SELL	$190.54 - $255.46 $381 - $510	-2 Reduced 0.03%	5,726 $1.22 Million
Q4 2021 Feb 09, 2022	SELL	$247.21 - $309.96 $16,315 - $20,457	-66 Reduced 1.14%	5,728 $1.46 Million
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $85,280 - $102,541	359 Added 6.61%	5,794 $1.57 Million
Q2 2021 Aug 09, 2021	SELL	$210.54 - $246.26 $18,316 - $21,424	-87 Reduced 1.58%	5,435 $1.33 Million
Q1 2021 May 12, 2021	SELL	$205.33 - $248.59 $102,459 - $124,046	-499 Reduced 8.29%	5,522 $1.17 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $11,007 - $13,353	-50 Reduced 0.82%	6,021 $1.34 Million
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $189,776 - $287,718	-1,023 Reduced 14.42%	6,071 $1.53 Million
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $656,894 - $939,085	4,900 Added 223.34%	7,094 $1.33 Million
Q4 2019 Feb 11, 2020	SELL	$142.33 - $164.98 $32,166 - $37,285	-226 Reduced 9.34%	2,194 $357,000
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $26,080 - $33,390	200 Added 9.01%	2,420 $383,000
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $194,538 - $216,916	2,220	2,220 $207,000

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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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Heritage Trust CO Salesforce, Inc. Transaction History