A detailed history of Lebenthal Global Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 4,498 shares of CRM stock, worth $1.54 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,498
Previous 4,137 8.73%
Holding current value
$1.54 Million
Previous $1.06 Million 15.8%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $86,069 - $99,827
361 Added 8.73%
4,498 $1.23 Million
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $34,881 - $48,758
160 Added 4.02%
4,137 $1.06 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $106,223 - $134,040
423 Added 11.9%
3,977 $1.2 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $697,472 - $949,806
3,554 New
3,554 $935,000
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $5,128 - $6,610
40 Added 2.49%
1,644 $218,000
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $22,582 - $30,029
-157 Reduced 8.92%
1,604 $230,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $53,682 - $75,503
345 Added 24.36%
1,761 $290,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $20,578 - $27,589
108 Added 8.26%
1,416 $300,000
Q4 2021

Apr 15, 2022

SELL
$247.21 - $309.96 $65,510 - $82,139
-265 Reduced 16.85%
1,308 $332,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $388,861 - $487,567
1,573 New
1,573 $399,000
Q1 2021

May 07, 2021

SELL
$205.33 - $248.59 $26,692 - $32,316
-130 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $28,619 - $34,719
130 New
130 $28,000

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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