A detailed history of Lantz Financial LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lantz Financial LLC holds 899 shares of CRM stock, worth $239,853. This represents 0.07% of its overall portfolio holdings.

Number of Shares
899
Previous 899 -0.0%
Holding current value
$239,853
Previous $231,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$218.01 - $304.74 $70,417 - $98,431
-323 Reduced 26.43%
899 $231,000
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $12,053 - $15,210
48 Added 4.09%
1,222 $368,000
Q4 2023

Jan 12, 2024

BUY
$196.25 - $267.25 $4,906 - $6,681
25 Added 2.18%
1,174 $308,000
Q3 2023

Oct 20, 2023

BUY
$202.49 - $234.37 $404 - $468
2 Added 0.17%
1,149 $232,000
Q2 2023

Jul 12, 2023

BUY
$188.89 - $223.38 $17,944 - $21,221
95 Added 9.03%
1,147 $242,000
Q1 2023

Apr 10, 2023

BUY
$134.8 - $199.78 $141,809 - $210,168
1,052 New
1,052 $210,000
Q2 2022

Jul 29, 2022

SELL
$155.6 - $218.85 $27,852 - $39,174
-179 Reduced 12.88%
1,211 $200,000
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $952 - $1,277
5 Added 0.36%
1,390 $295,000
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $8,899 - $11,158
-36 Reduced 2.53%
1,385 $352,000
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $85,042 - $102,255
358 Added 33.68%
1,421 $385,000
Q2 2021

Jul 16, 2021

BUY
$210.54 - $246.26 $421 - $492
2 Added 0.19%
1,063 $260,000
Q1 2021

Apr 19, 2021

BUY
$205.33 - $248.59 $33,263 - $40,271
162 Added 18.02%
1,061 $225,000
Q4 2020

Jan 19, 2021

SELL
$220.15 - $267.07 $35,664 - $43,265
-162 Reduced 15.27%
899 $200,000
Q3 2020

Oct 09, 2020

BUY
$185.51 - $281.25 $196,826 - $298,406
1,061 New
1,061 $267,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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