A detailed history of Mcdonald Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mcdonald Partners LLC holds 901 shares of CRM stock, worth $240,386. This represents 0.06% of its overall portfolio holdings.

Number of Shares
901
Previous 924 2.49%
Holding current value
$240,386
Previous $278,000 16.91%
% of portfolio
0.06%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$218.01 - $304.74 $5,014 - $7,009
-23 Reduced 2.49%
901 $231,000
Q1 2024

Apr 15, 2024

SELL
$251.12 - $316.88 $8,789 - $11,090
-35 Reduced 3.65%
924 $278,000
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $188,203 - $256,292
959 New
959 $252,000
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $70,078 - $82,873
-371 Reduced 27.48%
979 $206,000
Q1 2023

Apr 19, 2023

SELL
$134.8 - $199.78 $63,086 - $93,497
-468 Reduced 25.74%
1,350 $269,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $21,282 - $27,434
-166 Reduced 8.37%
1,818 $0
Q3 2022

Oct 21, 2022

SELL
$143.84 - $191.27 $19,418 - $25,821
-135 Reduced 6.37%
1,984 $285,000
Q2 2022

Jul 25, 2022

SELL
$155.6 - $218.85 $622 - $875
-4 Reduced 0.19%
2,119 $350,000
Q1 2022

Apr 29, 2022

SELL
$190.54 - $255.46 $681,561 - $913,780
-3,577 Reduced 62.75%
2,123 $451,000
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $916,160 - $1.15 Million
3,706 Added 185.86%
5,700 $1.45 Million
Q3 2021

Nov 24, 2021

SELL
$237.55 - $285.63 $104,997 - $126,248
-442 Reduced 18.14%
1,994 $541,000
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $142,530 - $171,378
600 Added 32.68%
2,436 $661,000
Q2 2021

Nov 24, 2021

SELL
$210.54 - $246.26 $62,530 - $73,139
-297 Reduced 13.92%
1,836 $448,000
Q2 2021

Jul 23, 2021

BUY
$210.54 - $246.26 $89,690 - $104,906
426 Added 24.96%
2,133 $521,000
Q1 2021

Nov 24, 2021

SELL
$205.33 - $248.59 $74,329 - $89,989
-362 Reduced 17.5%
1,707 $362,000
Q1 2021

Apr 15, 2021

BUY
$205.33 - $248.59 $160,978 - $194,894
784 Added 61.01%
2,069 $438,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $282,892 - $343,184
1,285 New
1,285 $286,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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