A detailed history of Montecito Bank & Trust transactions in Salesforce, Inc. stock. As of the latest transaction made, Montecito Bank & Trust holds 3,793 shares of CRM stock, worth $1.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,793
Previous 1,795 111.31%
Holding current value
$1.3 Million
Previous $461,000 125.16%
% of portfolio
0.18%
Previous 0.09%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $476,363 - $552,506
1,998 Added 111.31%
3,793 $1.04 Million
Q2 2024

Jul 17, 2024

SELL
$218.01 - $304.74 $45,564 - $63,690
-209 Reduced 10.43%
1,795 $461,000
Q1 2024

Apr 09, 2024

BUY
$251.12 - $316.88 $183,819 - $231,956
732 Added 57.55%
2,004 $603,000
Q4 2023

Jan 05, 2024

BUY
$196.25 - $267.25 $9,812 - $13,362
50 Added 4.09%
1,272 $334,000
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $247,442 - $286,400
1,222 New
1,222 $247,000

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
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