A detailed history of Legacy Private Trust Co. transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Private Trust Co. holds 5,385 shares of CRM stock, worth $1.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,385
Previous 9,713 44.56%
Holding current value
$1.79 Million
Previous $2.5 Million 41.01%
% of portfolio
0.1%
Previous 0.18%

Shares

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

Oct 07, 2024

SELL
$238.42 - $276.53 $1.03 Million - $1.2 Million
-4,328 Reduced 44.56%
5,385 $1.47 Million
Q2 2024

Jul 12, 2024

BUY
$218.01 - $304.74 $162,417 - $227,031
745 Added 8.31%
9,713 $2.5 Million
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $17,076 - $21,547
68 Added 0.76%
8,968 $2.7 Million
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $356,586 - $485,593
-1,817 Reduced 16.95%
8,900 $2.34 Million
Q3 2023

Oct 11, 2023

BUY
$202.49 - $234.37 $68,036 - $78,748
336 Added 3.24%
10,717 $2.17 Million
Q2 2023

Jul 07, 2023

BUY
$188.89 - $223.38 $319,979 - $378,405
1,694 Added 19.5%
10,381 $2.19 Million
Q1 2023

Apr 12, 2023

SELL
$134.8 - $199.78 $24,398 - $36,160
-181 Reduced 2.04%
8,687 $1.74 Million
Q4 2022

Jan 06, 2023

SELL
$128.21 - $165.27 $469,248 - $604,888
-3,660 Reduced 29.21%
8,868 $1.18 Million
Q3 2022

Oct 06, 2022

SELL
$143.84 - $191.27 $124,421 - $165,448
-865 Reduced 6.46%
12,528 $1.8 Million
Q2 2022

Jul 07, 2022

BUY
$155.6 - $218.85 $509,278 - $716,296
3,273 Added 32.34%
13,393 $2.21 Million
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $519,221 - $696,128
2,725 Added 36.85%
10,120 $2.15 Million
Q4 2021

Jan 12, 2022

BUY
$247.21 - $309.96 $786,127 - $985,672
3,180 Added 75.44%
7,395 $1.88 Million
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $1 Million - $1.2 Million
4,215 New
4,215 $1.14 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.