A detailed history of Pegasus Asset Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Pegasus Asset Management, Inc. holds 16,055 shares of CRM stock, worth $4.99 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
16,055
Previous 16,312 1.58%
Holding current value
$4.99 Million
Previous $4.19 Million 4.79%
% of portfolio
1.33%
Previous 1.3%

Shares

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

Oct 21, 2024

SELL
$238.42 - $276.53 $61,273 - $71,068
-257 Reduced 1.58%
16,055 $4.39 Million
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $33,573 - $46,929
154 Added 0.95%
16,312 $4.19 Million
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $18,582 - $23,449
74 Added 0.46%
16,158 $4.87 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $33,166 - $45,165
169 Added 1.06%
16,084 $4.23 Million
Q3 2023

Nov 02, 2023

SELL
$202.49 - $234.37 $73,301 - $84,841
-362 Reduced 2.22%
15,915 $3.23 Million
Q2 2023

Aug 01, 2023

SELL
$188.89 - $223.38 $43,255 - $51,154
-229 Reduced 1.39%
16,277 $3.44 Million
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $7,683 - $11,387
57 Added 0.35%
16,506 $3.3 Million
Q4 2022

Jan 25, 2023

BUY
$128.21 - $165.27 $1,282 - $1,652
10 Added 0.06%
16,449 $0
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $5,322 - $7,076
-37 Reduced 0.22%
16,439 $2.37 Million
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $26,918 - $37,861
-173 Reduced 1.04%
16,476 $2.72 Million
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $8,764 - $11,751
-46 Reduced 0.28%
16,649 $3.54 Million
Q4 2021

Jan 18, 2022

BUY
$247.21 - $309.96 $35,351 - $44,324
143 Added 0.86%
16,695 $4.24 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $20,904 - $25,135
88 Added 0.53%
16,552 $4.49 Million
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $44,002 - $51,468
209 Added 1.29%
16,464 $4.02 Million
Q1 2021

Apr 28, 2021

BUY
$205.33 - $248.59 $150,917 - $182,713
735 Added 4.74%
16,255 $3.44 Million
Q4 2020

Jan 15, 2021

BUY
$220.15 - $267.07 $37,865 - $45,936
172 Added 1.12%
15,520 $3.45 Million
Q3 2020

Oct 13, 2020

SELL
$185.51 - $281.25 $5,936 - $9,000
-32 Reduced 0.21%
15,348 $3.86 Million
Q2 2020

Aug 11, 2020

SELL
$134.06 - $191.65 $21,717 - $31,047
-162 Reduced 1.04%
15,380 $2.88 Million
Q1 2020

Apr 27, 2020

BUY
$124.3 - $193.36 $40,148 - $62,455
323 Added 2.12%
15,542 $2.24 Million
Q4 2019

Jan 22, 2020

SELL
$142.33 - $164.98 $8,966 - $10,393
-63 Reduced 0.41%
15,219 $2.48 Million
Q2 2019

Aug 05, 2019

BUY
$145.1 - $165.96 $7,980 - $9,127
55 Added 0.36%
15,282 $2.32 Million
Q1 2019

Apr 24, 2019

SELL
$130.4 - $166.95 $11,736 - $15,025
-90 Reduced 0.59%
15,227 $2.41 Million
Q4 2018

Feb 12, 2019

BUY
$120.67 - $159.86 $100,759 - $133,483
835 Added 5.77%
15,317 $2.1 Million
Q3 2018

Nov 05, 2018

BUY
$137.15 - $160.43 $18,378 - $21,497
134 Added 0.93%
14,482 $2.3 Million
Q2 2018

Jul 27, 2018

BUY
$115.3 - $139.8 $3,113 - $3,774
27 Added 0.19%
14,348 $1.96 Million
Q1 2018

May 01, 2018

BUY
$104.03 - $127.99 $149,803 - $184,305
1,440 Added 11.18%
14,321 $1.67 Million
Q4 2017

Feb 12, 2018

BUY
$93.94 - $108.8 $1.21 Million - $1.4 Million
12,881
12,881 $1.32 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 $311B
  • 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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