A detailed history of Kozak & Associates, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Kozak & Associates, Inc. holds 2,520 shares of CRM stock, worth $867,963. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,520
Previous 2,515 0.2%
Holding current value
$867,963
Previous $646,000 6.66%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $1,192 - $1,382
5 Added 0.2%
2,520 $689,000
Q1 2024

May 17, 2024

BUY
$251.12 - $316.88 $753 - $950
3 Added 0.12%
2,515 $757,000
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $785 - $1,069
4 Added 0.16%
2,512 $661,000
Q3 2023

Oct 17, 2023

BUY
$202.49 - $234.37 $16,401 - $18,983
81 Added 3.34%
2,508 $508,000
Q1 2023

Apr 03, 2023

BUY
$134.8 - $199.78 $168,769 - $250,124
1,252 Added 106.55%
2,427 $484,000
Q4 2022

Jan 03, 2023

BUY
$128.21 - $165.27 $2,564 - $3,305
20 Added 1.73%
1,175 $156,000
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $63,721 - $84,732
443 Added 62.22%
1,155 $165,000
Q4 2021

Mar 11, 2022

SELL
$247.21 - $309.96 $8,405 - $10,538
-34 Reduced 4.56%
712 $143,000
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $177,212 - $213,079
746 New
746 $228,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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