A detailed history of Klingman & Associates, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,778 shares of CRM stock, worth $950,131. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,778
Previous 1,429 94.4%
Holding current value
$950,131
Previous $367,000 107.08%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $321,628 - $373,038
1,349 Added 94.4%
2,778 $760,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $9,592 - $13,408
44 Added 3.18%
1,429 $367,000
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $6,529 - $8,238
26 Added 1.91%
1,385 $417,000
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $3,925 - $5,345
-20 Reduced 1.45%
1,359 $357,000
Q3 2023

Oct 30, 2023

SELL
$202.49 - $234.37 $8,707 - $10,077
-43 Reduced 3.02%
1,379 $279,000
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $33,244 - $39,314
176 Added 14.13%
1,422 $300,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $167,960 - $248,925
1,246 New
1,246 $248,000
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $6,846 - $9,629
44 Added 3.67%
1,244 $205,000
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $76,597 - $102,694
-402 Reduced 25.09%
1,200 $255,000
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $1,977 - $2,479
8 Added 0.5%
1,602 $407,000
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $39,195 - $47,128
165 Added 11.55%
1,594 $432,000
Q2 2021

Jul 27, 2021

BUY
$210.54 - $246.26 $26,317 - $30,782
125 Added 9.59%
1,429 $349,000
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $267,750 - $324,161
1,304 New
1,304 $276,000

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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