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 $2.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,491
Previous 6,038 57.19%
Holding current value
$2.8 Million
Previous $1.55 Million 67.33%
% of portfolio
0.37%
Previous 0.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $295B
  • 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

Track Oak Harvest Investment Services Portfolio

Follow Oak Harvest Investment Services and customize your updates to receive the information that matters most to you.

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.