A detailed history of Peddock Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Peddock Capital Advisors, LLC holds 1,134 shares of CRM stock, worth $326,047. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,134
Previous 1,137 0.26%
Holding current value
$326,047
Previous $342,000 14.91%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $654 - $914
-3 Reduced 0.26%
1,134 $291,000
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $1,511 - $1,787
8 Added 0.71%
1,137 $240,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $152,189 - $225,551
1,129 New
1,129 $225,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $44,030 - $53,414
200 Added 19.44%
1,229 $273,000
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $190,889 - $289,406
1,029 New
1,029 $259,000
Q1 2020

May 13, 2020

SELL
$124.3 - $193.36 $149,035 - $231,838
-1,199 Closed
0 $0
Q4 2019

Jan 24, 2020

BUY
$142.33 - $164.98 $170,653 - $197,811
1,199 New
1,199 $195,000
Q2 2019

Aug 06, 2019

SELL
$145.1 - $165.96 $173,974 - $198,986
-1,199 Closed
0 $0
Q4 2018

Feb 13, 2019

SELL
$120.67 - $159.86 $21,237 - $28,135
-176 Reduced 12.8%
1,199 $164,000
Q2 2018

Aug 03, 2018

SELL
$115.3 - $139.8 $2,306 - $2,796
-20 Reduced 1.43%
1,375 $188,000
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $122,243 - $136,305
1,395
1,395 $130,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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 Peddock Capital Advisors, LLC Portfolio

Follow Peddock Capital Advisors, LLC 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 Peddock Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peddock Capital Advisors, LLC with notifications on news.