A detailed history of Poehling Capital Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Poehling Capital Management, Inc. holds 2,869 shares of CRM stock, worth $971,013. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,869
Previous 2,681 7.01%
Holding current value
$971,013
Previous $689,000 13.93%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $44,822 - $51,987
188 Added 7.01%
2,869 $785,000
Q2 2024

Aug 08, 2024

BUY
$218.01 - $304.74 $584,484 - $817,007
2,681 New
2,681 $689,000
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $269,810 - $379,485
-1,734 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $130,329 - $174,734
684 Added 65.14%
1,734 $368,000
Q4 2021

Jan 10, 2022

SELL
$247.21 - $309.96 $50,183 - $62,921
-203 Reduced 16.2%
1,050 $267,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $21,379 - $25,706
90 Added 7.74%
1,253 $340,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $10,527 - $12,313
50 Added 4.49%
1,163 $284,000
Q1 2021

May 11, 2021

SELL
$205.33 - $248.59 $41,066 - $49,718
-200 Reduced 15.23%
1,113 $236,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $81,455 - $98,815
370 Added 39.24%
1,313 $292,000
Q3 2020

Nov 10, 2020

SELL
$185.51 - $281.25 $130,784 - $198,281
-705 Reduced 42.78%
943 $237,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $220,930 - $315,839
1,648 New
1,648 $309,000
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $96,005 - $112,301
-700 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $20,806 - $25,598
200 Added 40.0%
700 $81,000
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $46,970 - $54,400
500
500 $51,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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 Poehling Capital Management, Inc. Portfolio

Follow Poehling Capital Management, Inc. 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 Poehling Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Poehling Capital Management, Inc. with notifications on news.