A detailed history of Joel Isaacson & Co., LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 2,349 shares of CRM stock, worth $802,700. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,349
Previous 2,003 17.27%
Holding current value
$802,700
Previous $514,000 24.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $82,493 - $95,679
346 Added 17.27%
2,349 $642,000
Q2 2024

Jul 23, 2024

BUY
$218.01 - $304.74 $12,208 - $17,065
56 Added 2.88%
2,003 $514,000
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $134,600 - $169,847
536 Added 37.99%
1,947 $586,000
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $1,570 - $2,138
8 Added 0.57%
1,411 $371,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $4,049 - $4,687
-20 Reduced 1.41%
1,403 $284,000
Q2 2023

Jul 26, 2023

BUY
$188.89 - $223.38 $6,044 - $7,148
32 Added 2.3%
1,423 $300,000
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $187,506 - $277,893
1,391 New
1,391 $277,000
Q1 2022

Apr 21, 2022

SELL
$190.54 - $255.46 $252,084 - $337,973
-1,323 Closed
0 $0
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $37,532 - $45,129
158 Added 13.56%
1,323 $359,000
Q2 2021

Jul 20, 2021

SELL
$210.54 - $246.26 $21,054 - $24,626
-100 Reduced 7.91%
1,165 $285,000
Q1 2021

Apr 23, 2021

BUY
$205.33 - $248.59 $51,332 - $62,147
250 Added 24.63%
1,265 $268,000
Q4 2020

Jan 22, 2021

BUY
$220.15 - $267.07 $223,452 - $271,076
1,015 New
1,015 $226,000

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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