A detailed history of Perennial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Perennial Advisors, LLC holds 1,815 shares of CRM stock, worth $484,242. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,815
Previous 1,815 -0.0%
Holding current value
$484,242
Previous $546,000 14.65%
% of portfolio
0.1%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$251.12 - $316.88 $2,762 - $3,485
-11 Reduced 0.6%
1,815 $546,000
Q4 2023

Jan 25, 2024

SELL
$196.25 - $267.25 $981 - $1,336
-5 Reduced 0.27%
1,826 $480,000
Q3 2023

Oct 17, 2023

SELL
$202.49 - $234.37 $404 - $468
-2 Reduced 0.11%
1,831 $371,000
Q2 2023

Aug 01, 2023

SELL
$188.89 - $223.38 $45,900 - $54,281
-243 Reduced 11.71%
1,833 $387,000
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $279,844 - $414,743
2,076 New
2,076 $414,000
Q3 2021

Nov 08, 2021

SELL
$237.55 - $285.63 $72,215 - $86,831
-304 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $1,847 - $2,237
-9 Reduced 2.88%
304 $64,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $68,906 - $83,592
313 New
313 $70,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $61,774 - $93,656
-333 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $25,873 - $36,988
193 Added 137.86%
333 $62,000
Q1 2020

May 19, 2020

BUY
$124.3 - $193.36 $17,402 - $27,070
140 New
140 $10,000
Q1 2019

Apr 30, 2019

SELL
$130.4 - $166.95 $23,080 - $29,550
-177 Closed
0 $0
Q1 2018

Apr 24, 2018

BUY
$104.03 - $127.99 $3,849 - $4,735
37 Added 26.43%
177 $21,000
Q3 2017

Oct 30, 2017

BUY
$87.63 - $97.71 $12,268 - $13,679
140
140 $13,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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 Perennial Advisors, LLC Portfolio

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

News

Stay updated on Perennial Advisors, LLC with notifications on news.