A detailed history of Mc Alister, Sweet & Associates, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Mc Alister, Sweet & Associates, Inc. holds 1,030 shares of CRM stock, worth $341,599. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,030
Previous 1,180 12.71%
Holding current value
$341,599
Previous $303,000 7.26%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 02, 2024

SELL
$238.42 - $276.53 $35,763 - $41,479
-150 Reduced 12.71%
1,030 $281,000
Q2 2024

Jul 02, 2024

SELL
$218.01 - $304.74 $34,227 - $47,844
-157 Reduced 11.74%
1,180 $303,000
Q4 2023

Jan 04, 2024

BUY
$196.25 - $267.25 $262,386 - $357,313
1,337 New
1,337 $351,000
Q1 2023

Apr 05, 2023

BUY
$134.8 - $199.78 $148,414 - $219,957
1,101 New
1,101 $219,000
Q2 2022

Jul 05, 2022

BUY
$155.6 - $218.85 $214,728 - $302,013
1,380 New
1,380 $228,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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 Mc Alister, Sweet & Associates, Inc. Portfolio

Follow Mc Alister, Sweet & Associates, Inc. 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 Mc Alister, Sweet & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Alister, Sweet & Associates, Inc. with notifications on news.