A detailed history of Lewis Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lewis Asset Management, LLC holds 6,643 shares of CRM stock, worth $2.28 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
6,643
Previous 6,492 2.33%
Holding current value
$2.28 Million
Previous $1.67 Billion 8.94%
% of portfolio
1.33%
Previous 1.28%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $36,001 - $41,756
151 Added 2.33%
6,643 $1.82 Billion
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $12,426 - $17,370
-57 Reduced 0.87%
6,492 $1.67 Billion
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $181,308 - $228,787
-722 Reduced 9.93%
6,549 $1.97 Billion
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $1.43 Million - $1.94 Million
7,271 New
7,271 $1.91 Billion

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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