A detailed history of Perennial Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,647 shares of CRM stock, worth $1.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,647
Previous 3,761 3.03%
Holding current value
$1.2 Million
Previous $966,000 3.31%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $27,179 - $31,524
-114 Reduced 3.03%
3,647 $998,000
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $25,507 - $35,654
117 Added 3.21%
3,761 $966,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $47,210 - $59,573
188 Added 5.44%
3,644 $1.1 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $56,127 - $76,433
-286 Reduced 7.64%
3,456 $909,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $78,161 - $90,466
-386 Reduced 9.35%
3,742 $758,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $24,366 - $28,816
-129 Reduced 3.03%
4,128 $872,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $181,171 - $268,504
1,344 Added 46.14%
4,257 $850,000
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $5,513 - $7,106
-43 Reduced 1.45%
2,913 $386,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $253,733 - $337,400
-1,764 Reduced 37.37%
2,956 $425,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $68,152 - $95,856
-438 Reduced 8.49%
4,720 $781,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $12,766 - $17,115
-67 Reduced 1.28%
5,158 $1.09 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $54,386 - $68,191
220 Added 4.4%
5,225 $1.33 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $98,820 - $118,822
416 Added 9.07%
5,005 $1.36 Million
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $22,317 - $26,103
106 Added 2.36%
4,589 $1.12 Million
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $58,313 - $70,599
284 Added 6.76%
4,483 $950,000
Q4 2020

Jan 22, 2021

BUY
$220.15 - $267.07 $37,205 - $45,134
169 Added 4.19%
4,199 $934,000
Q3 2020

Oct 26, 2020

BUY
$185.51 - $281.25 $335,958 - $509,343
1,811 Added 81.61%
4,030 $1.01 Million
Q2 2020

Jul 16, 2020

BUY
$134.06 - $191.65 $2,949 - $4,216
22 Added 1.0%
2,219 $416,000
Q1 2020

Apr 29, 2020

BUY
$124.3 - $193.36 $39,403 - $61,295
317 Added 16.86%
2,197 $316,000
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $267,580 - $310,162
1,880 New
1,880 $306,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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