A detailed history of Morningstar Investment Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Morningstar Investment Services LLC holds 141,237 shares of CRM stock, worth $36.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
141,237
Previous 281,970 49.91%
Holding current value
$36.3 Million
Previous $74.9 Million 43.16%
% of portfolio
0.47%
Previous 0.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $35.3 Million - $44.6 Million
-140,733 Reduced 49.91%
141,237 $42.6 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $27.3 Million - $37.2 Million
139,320 Added 97.67%
281,970 $74.9 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $114,609 - $132,653
566 Added 0.4%
142,650 $29 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $536,258 - $634,175
-2,839 Reduced 1.96%
142,084 $30 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $19.5 Million - $29 Million
144,923 New
144,923 $29 Million
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $45,770 - $59,001
357 Added 0.24%
150,199 $20.8 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $19 Million - $25.3 Million
132,430 Added 760.57%
149,842 $23.9 Million
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $227,798 - $320,396
1,464 Added 9.18%
17,412 $2.97 Million
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $645,358 - $865,243
3,387 Added 26.96%
15,948 $3.43 Million
Q4 2021

Feb 01, 2022

BUY
$247.21 - $309.96 $2.84 Million - $3.56 Million
11,477 Added 1058.76%
12,561 $3.19 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $3.06 Million - $3.68 Million
-12,883 Reduced 92.24%
1,084 $294,000
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $3.2 Million - $3.75 Million
-15,221 Reduced 52.15%
13,967 $3.43 Million
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $5.99 Million - $7.26 Million
29,188 New
29,188 $6.13 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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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