A detailed history of Lokken Investment Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lokken Investment Group LLC holds 3,533 shares of CRM stock, worth $1.21 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,533
Previous 3,553 0.56%
Holding current value
$1.21 Million
Previous $913,000 5.91%
% of portfolio
0.43%
Previous 0.45%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $4,768 - $5,530
-20 Reduced 0.56%
3,533 $967,000
Q2 2024

Aug 09, 2024

SELL
$218.01 - $304.74 $8,720 - $12,189
-40 Reduced 1.11%
3,553 $913,000
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $4,017 - $5,070
-16 Reduced 0.44%
3,593 $1.08 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $196 - $267
1 Added 0.03%
3,609 $949,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $6,074 - $7,031
30 Added 0.84%
3,608 $731,000
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $675,848 - $799,253
3,578 New
3,578 $755,000

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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