A detailed history of Mcdaniel Terry & CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Mcdaniel Terry & CO holds 1,823 shares of CRM stock, worth $622,955. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,823
Previous 1,822 0.05%
Holding current value
$622,955
Previous $469,000 6.4%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $238 - $276
1 Added 0.05%
1,823 $499,000
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $17,440 - $24,379
80 Added 4.59%
1,822 $469,000
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $203,909 - $257,306
812 Added 87.31%
1,742 $525,000
Q4 2023

Jan 24, 2024

SELL
$196.25 - $267.25 $31,988 - $43,561
-163 Reduced 14.91%
930 $245,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $8,504 - $9,843
-42 Reduced 3.7%
1,093 $222,000
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $5,666 - $6,701
-30 Reduced 2.58%
1,135 $240,000
Q1 2023

May 05, 2023

SELL
$134.8 - $199.78 $68,882 - $102,087
-511 Reduced 30.49%
1,165 $233,000
Q4 2022

Jan 23, 2023

SELL
$128.21 - $165.27 $307,447 - $396,317
-2,398 Reduced 58.86%
1,676 $222,000
Q3 2022

Oct 06, 2022

SELL
$143.84 - $191.27 $75,659 - $100,608
-526 Reduced 11.43%
4,074 $586,000
Q2 2022

Jul 28, 2022

BUY
$155.6 - $218.85 $933 - $1,313
6 Added 0.13%
4,600 $759,000
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $186,538 - $250,095
979 Added 27.08%
4,594 $975,000
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $142,640 - $178,846
577 Added 18.99%
3,615 $919,000
Q3 2021

Dec 06, 2021

BUY
$237.55 - $285.63 $57,487 - $69,122
242 Added 8.66%
3,038 $824,000
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $64,635 - $75,601
307 Added 12.33%
2,796 $683,000
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $251,323 - $304,274
1,224 Added 96.76%
2,489 $527,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $58,339 - $70,773
265 Added 26.5%
1,265 $282,000
Q3 2020

Nov 09, 2020

BUY
$185.51 - $281.25 $185,510 - $281,250
1,000 New
1,000 $251,000
Q2 2020

Aug 13, 2020

SELL
$134.06 - $191.65 $268,120 - $383,300
-2,000 Closed
0 $0
Q3 2019

Nov 07, 2019

BUY
$139.72 - $159.97 $279,440 - $319,940
2,000 New
2,000 $297,000

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
Track This Portfolio

Track Mcdaniel Terry & CO Portfolio

Follow Mcdaniel Terry & 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 Mcdaniel Terry & CO, based on Form 13F filings with the SEC.

News

Stay updated on Mcdaniel Terry & CO with notifications on news.