Oak Harvest Investment Services Salesforce, Inc. Transaction History

Oak Harvest Investment Services

$694 Million
Q3 2024

A detailed history of Oak Harvest Investment Services transactions in Salesforce, Inc. stock. As of the latest transaction made, Oak Harvest Investment Services holds 9,491 shares of CRM stock, worth $3.13 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

9,491

Previous 6,038 57.19%

Holding current value

$3.13 Million

Previous $1.55 Million 67.33%

% of portfolio

0.37%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$238.42 - $276.53 $823,264 - $954,858	3,453 Added 57.19%	9,491 $2.6 Million
Q2 2024 Oct 24, 2024	SELL	$218.01 - $304.74 $81,535 - $113,972	-374 Reduced 5.83%	6,038 $1.55 Million
Q2 2024 Jul 22, 2024	BUY	$218.01 - $304.74 $103,772 - $145,056	476 Added 8.56%	6,038 $1.55 Million
Q1 2024 Oct 24, 2024	BUY	$251.12 - $316.88 $93,918 - $118,513	374 Added 6.19%	6,412 $1.93 Million
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $107,479 - $135,624	428 Added 8.34%	5,562 $1.68 Million
Q4 2023 Jan 12, 2024	SELL	$196.25 - $267.25 $91,256 - $124,271	-465 Reduced 8.31%	5,134 $1.35 Million
Q3 2023 Oct 25, 2023	BUY	$202.49 - $234.37 $430,696 - $498,504	2,127 Added 61.26%	5,599 $1.14 Million
Q2 2023 Jul 17, 2023	SELL	$188.89 - $223.38 $3.73 Million - $4.41 Million	-19,729 Reduced 85.04%	3,472 $733,000
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $405,343 - $600,738	-3,007 Reduced 11.47%	23,201 $4.64 Million
Q4 2022 Jan 24, 2023	SELL	$128.21 - $165.27 $699,000 - $901,052	-5,452 Reduced 17.22%	26,208 $0
Q3 2022 Oct 14, 2022	SELL	$143.84 - $191.27 $100,688 - $133,889	-700 Reduced 2.16%	31,660 $4.55 Million
Q2 2022 Jul 18, 2022	BUY	$155.6 - $218.85 $52,748 - $74,190	339 Added 1.06%	32,360 $5.34 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $389,654 - $522,415	2,045 Added 6.82%	32,021 $6.8 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $102,839 - $128,943	416 Added 1.41%	29,976 $7.62 Million
Q3 2021 Oct 08, 2021	BUY	$237.55 - $285.63 $786,052 - $945,149	3,309 Added 12.61%	29,560 $8.02 Million
Q2 2021 Jul 13, 2021	BUY	$210.54 - $246.26 $388,656 - $454,595	1,846 Added 7.56%	26,251 $6.41 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $3.6 Million - $4.36 Million	17,530 Added 254.98%	24,405 $5.17 Million
Q4 2020 Jan 15, 2021	BUY	$220.15 - $267.07 $1.51 Million - $1.84 Million	6,875 New	6,875 $1.53 Million

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $330B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harvest Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harvest Investment Services with notifications on news.

Account

Oak Harvest Investment Services Salesforce, Inc. Transaction History