A detailed history of Occidental Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Occidental Asset Management, LLC holds 4,522 shares of CRM stock, worth $1.54 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,522
Previous 4,957 8.78%
Holding current value
$1.54 Million
Previous $1.27 Million 2.9%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Oct 11, 2024

SELL
$238.42 - $276.53 $103,712 - $120,290
-435 Reduced 8.78%
4,522 $1.24 Million
Q2 2024

Jul 15, 2024

BUY
$218.01 - $304.74 $98,758 - $138,047
453 Added 10.06%
4,957 $1.27 Million
Q1 2024

Apr 16, 2024

SELL
$251.12 - $316.88 $88,645 - $111,858
-353 Reduced 7.27%
4,504 $1.36 Million
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $785 - $1,069
4 Added 0.08%
4,857 $1.28 Million
Q3 2023

Oct 18, 2023

SELL
$202.49 - $234.37 $323,984 - $374,992
-1,600 Reduced 24.79%
4,853 $984,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $115,388 - $171,011
856 Added 15.29%
6,453 $1.29 Million
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $223,085 - $287,569
1,740 Added 45.11%
5,597 $0
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $58,399 - $77,655
-406 Reduced 9.52%
3,857 $555,000
Q2 2022

Jul 18, 2022

BUY
$155.6 - $218.85 $14,004 - $19,696
90 Added 2.16%
4,263 $704,000
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $26,294 - $35,253
138 Added 3.42%
4,173 $886,000
Q4 2021

Feb 01, 2022

BUY
$247.21 - $309.96 $287,999 - $361,103
1,165 Added 40.59%
4,035 $1.03 Million
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $192,890 - $231,931
812 Added 39.46%
2,870 $778,000
Q1 2021

May 06, 2021

BUY
$205.33 - $248.59 $821 - $994
4 Added 0.19%
2,058 $436,000
Q4 2020

Jan 28, 2021

BUY
$220.15 - $267.07 $9,906 - $12,018
45 Added 2.24%
2,054 $457,000
Q2 2020

Jul 17, 2020

SELL
$134.06 - $191.65 $57,243 - $81,834
-427 Reduced 17.53%
2,009 $376,000
Q4 2019

Jan 16, 2020

SELL
$142.33 - $164.98 $401,655 - $465,573
-2,822 Reduced 53.67%
2,436 $396,000
Q3 2019

Oct 17, 2019

BUY
$139.72 - $159.97 $734,647 - $841,122
5,258 New
5,258 $780,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $341B
  • 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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