A detailed history of Nelson Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Nelson Capital Management, LLC holds 8,039 shares of CRM stock, worth $2.77 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,039
Previous 7,193 11.76%
Holding current value
$2.77 Million
Previous $1.85 Million 18.98%
% of portfolio
0.37%
Previous 0.33%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $201,703 - $233,944
846 Added 11.76%
8,039 $2.2 Million
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $56,682 - $79,232
260 Added 3.75%
7,193 $1.85 Million
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $1.74 Million - $2.2 Million
6,933 New
6,933 $2.09 Million
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $1,150 - $1,530
-8 Reduced 0.57%
1,395 $201,000
Q2 2022

Jul 27, 2022

SELL
$155.6 - $218.85 $3.76 Million - $5.29 Million
-24,170 Reduced 94.51%
1,403 $232,000
Q1 2022

May 02, 2022

SELL
$190.54 - $255.46 $57,733 - $77,404
-303 Reduced 1.17%
25,573 $5.43 Million
Q4 2021

Feb 14, 2022

SELL
$247.21 - $309.96 $61,060 - $76,560
-247 Reduced 0.95%
25,876 $6.58 Million
Q3 2021

Nov 09, 2021

SELL
$237.55 - $285.63 $27,080 - $32,561
-114 Reduced 0.43%
26,123 $7.09 Million
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $59,793 - $69,937
284 Added 1.09%
26,237 $6.41 Million
Q1 2021

May 10, 2021

SELL
$205.33 - $248.59 $62,009 - $75,074
-302 Reduced 1.15%
25,953 $5.5 Million
Q4 2020

Feb 17, 2021

SELL
$220.15 - $267.07 $2.59 Million - $3.14 Million
-11,770 Reduced 30.95%
26,255 $5.84 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $236,339 - $358,312
-1,274 Reduced 3.24%
38,025 $9.56 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $1,072 - $1,533
8 Added 0.02%
39,299 $7.36 Million
Q1 2020

May 12, 2020

SELL
$124.3 - $193.36 $21,379 - $33,257
-172 Reduced 0.44%
39,291 $5.66 Million
Q4 2019

Feb 10, 2020

SELL
$142.33 - $164.98 $11,528 - $13,363
-81 Reduced 0.2%
39,463 $6.42 Million
Q3 2019

Nov 08, 2019

BUY
$139.72 - $159.97 $22,215 - $25,435
159 Added 0.4%
39,544 $5.87 Million
Q2 2019

Jul 25, 2019

SELL
$145.1 - $165.96 $4.6 Million - $5.26 Million
-31,673 Reduced 44.57%
39,385 $5.98 Million
Q1 2019

May 09, 2019

SELL
$130.4 - $166.95 $95,452 - $122,207
-732 Reduced 1.02%
71,058 $11.3 Million
Q4 2018

Jan 30, 2019

SELL
$120.67 - $159.86 $337,272 - $446,808
-2,795 Reduced 3.75%
71,790 $9.83 Million
Q3 2018

Oct 09, 2018

BUY
$137.15 - $160.43 $237,132 - $277,383
1,729 Added 2.37%
74,585 $11.9 Million
Q2 2018

Jul 17, 2018

SELL
$115.3 - $139.8 $46,696 - $56,619
-405 Reduced 0.55%
72,856 $9.94 Million
Q1 2018

Apr 20, 2018

BUY
$104.03 - $127.99 $142,209 - $174,962
1,367 Added 1.9%
73,261 $8.52 Million
Q4 2017

Jan 26, 2018

SELL
$93.94 - $108.8 $117,894 - $136,544
-1,255 Reduced 1.72%
71,894 $7.35 Million
Q3 2017

Nov 02, 2017

SELL
$87.63 - $97.71 $7,010 - $7,816
-80 Reduced 0.11%
73,149 $6.83 Million
Q2 2017

Aug 11, 2017

BUY
N/A
73,229
73,229 $6.34 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 $344B
  • 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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