A detailed history of Jacobsen Capital Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Jacobsen Capital Management holds 1,578 shares of CRM stock, worth $512,155. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,578
Previous 1,402 12.55%
Holding current value
$512,155
Previous $360,000 19.72%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 25, 2024

BUY
$238.42 - $276.53 $41,961 - $48,669
176 Added 12.55%
1,578 $431,000
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $29,867 - $41,749
-137 Reduced 8.9%
1,402 $360,000
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $1,255 - $1,584
5 Added 0.33%
1,539 $463,000
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $5,298 - $7,215
27 Added 1.79%
1,534 $403,000
Q3 2023

Oct 25, 2023

BUY
$202.49 - $234.37 $607 - $703
3 Added 0.2%
1,507 $305,000
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $43,444 - $51,377
230 Added 18.05%
1,504 $317,000
Q1 2023

May 02, 2023

BUY
$134.8 - $199.78 $171,735 - $254,519
1,274 New
1,274 $254,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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