A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,183 shares of CRM stock, worth $1.44 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,183
Previous 3,445 21.42%
Holding current value
$1.44 Million
Previous $885,000 29.27%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Oct 24, 2024

BUY
$238.42 - $276.53 $175,953 - $204,079
738 Added 21.42%
4,183 $1.14 Million
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $22,019 - $30,778
101 Added 3.02%
3,445 $885,000
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $23,856 - $30,103
95 Added 2.92%
3,344 $1.01 Million
Q4 2023

Jan 19, 2024

BUY
$196.25 - $267.25 $10,990 - $14,966
56 Added 1.75%
3,249 $854,000
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $46,775 - $54,139
231 Added 7.8%
3,193 $647,000
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $33,055 - $39,091
-175 Reduced 5.58%
2,962 $625,000
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $40,979 - $60,733
304 Added 10.73%
3,137 $626,000
Q4 2022

Jan 17, 2023

BUY
$128.21 - $165.27 $66,669 - $85,940
520 Added 22.48%
2,833 $0
Q3 2022

Oct 31, 2022

BUY
$143.84 - $191.27 $83,571 - $111,127
581 Added 33.55%
2,313 $333,000
Q2 2022

Jul 29, 2022

SELL
$155.6 - $218.85 $75,621 - $106,361
-486 Reduced 21.91%
1,732 $286,000
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $23,817 - $31,932
125 Added 5.97%
2,218 $471,000
Q4 2021

Jan 10, 2022

BUY
$247.21 - $309.96 $2,224 - $2,789
9 Added 0.43%
2,093 $532,000
Q3 2021

Nov 24, 2021

BUY
$237.55 - $285.63 $71,265 - $85,689
300 Added 16.82%
2,084 $565,000
Q2 2021

Jul 30, 2021

BUY
$210.54 - $246.26 $226,119 - $264,483
1,074 Added 151.27%
1,784 $436,000
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $174,325 - $211,052
-849 Reduced 54.46%
710 $150,000
Q4 2020

Jan 15, 2021

SELL
$220.15 - $267.07 $2,641 - $3,204
-12 Reduced 0.76%
1,559 $347,000
Q3 2020

Oct 21, 2020

SELL
$185.51 - $281.25 $7,605 - $11,531
-41 Reduced 2.54%
1,571 $395,000
Q2 2020

Jul 10, 2020

BUY
$134.06 - $191.65 $4,558 - $6,516
34 Added 2.15%
1,612 $302,000
Q1 2020

Apr 15, 2020

BUY
$124.3 - $193.36 $32,566 - $50,660
262 Added 19.91%
1,578 $227,000
Q4 2019

Jan 22, 2020

SELL
$142.33 - $164.98 $27,896 - $32,336
-196 Reduced 12.96%
1,316 $214,000
Q3 2019

Oct 25, 2019

SELL
$139.72 - $159.97 $7,405 - $8,478
-53 Reduced 3.39%
1,512 $224,000
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $32,647 - $37,341
225 Added 16.79%
1,565 $241,000
Q1 2019

Apr 29, 2019

BUY
$130.4 - $166.95 $148,264 - $189,822
1,137 Added 560.1%
1,340 $212,000
Q4 2018

Feb 04, 2019

BUY
$120.67 - $159.86 $24,496 - $32,451
203 New
203 $28,000
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $26,519 - $32,154
-230 Closed
0 $0
Q3 2017

Oct 26, 2017

SELL
$87.63 - $97.71 $262 - $293
-3 Reduced 1.29%
230 $22,000
Q2 2017

Aug 08, 2017

BUY
N/A
233
233 $21,000

Others Institutions Holding CRM

About Salesforce, Inc.


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