A detailed history of Private Trust CO Na transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Trust CO Na holds 8,696 shares of CRM stock, worth $2.92 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,696
Previous 9,126 4.71%
Holding current value
$2.92 Million
Previous $2.35 Million 1.45%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $102,520 - $118,907
-430 Reduced 4.71%
8,696 $2.38 Million
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $319,384 - $446,444
-1,465 Reduced 13.83%
9,126 $2.35 Million
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $268,949 - $339,378
1,071 Added 11.25%
10,591 $3.19 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $134,038 - $182,531
683 Added 7.73%
9,520 $2.51 Million
Q3 2023

Oct 18, 2023

SELL
$202.49 - $234.37 $8,707 - $10,077
-43 Reduced 0.48%
8,837 $1.79 Million
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $171,512 - $202,829
908 Added 11.39%
8,880 $1.88 Million
Q1 2023

Apr 12, 2023

BUY
$134.8 - $199.78 $147,201 - $218,159
1,092 Added 15.87%
7,972 $1.59 Million
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $323,345 - $416,810
-2,522 Reduced 26.82%
6,880 $0
Q3 2022

Oct 17, 2022

BUY
$143.84 - $191.27 $51,350 - $68,283
357 Added 3.95%
9,402 $1.35 Million
Q2 2022

Sep 16, 2022

SELL
$155.6 - $218.85 $541,488 - $761,598
-3,480 Reduced 27.78%
9,045 $1.49 Million
Q1 2022

Apr 12, 2022

SELL
$190.54 - $255.46 $174,915 - $234,512
-918 Reduced 6.83%
12,525 $2.66 Million
Q4 2021

Jan 10, 2022

BUY
$247.21 - $309.96 $42,767 - $53,623
173 Added 1.3%
13,443 $3.42 Million
Q3 2021

Oct 06, 2021

BUY
$237.55 - $285.63 $418,325 - $502,994
1,761 Added 15.3%
13,270 $3.6 Million
Q2 2021

Jul 07, 2021

SELL
$210.54 - $246.26 $50,529 - $59,102
-240 Reduced 2.04%
11,509 $2.81 Million
Q1 2021

Apr 06, 2021

BUY
$205.33 - $248.59 $93,425 - $113,108
455 Added 4.03%
11,749 $2.49 Million
Q4 2020

Jan 05, 2021

SELL
$220.15 - $267.07 $32,362 - $39,259
-147 Reduced 1.28%
11,294 $2.51 Million
Q3 2020

Oct 01, 2020

BUY
$185.51 - $281.25 $637,412 - $966,375
3,436 Added 42.92%
11,441 $2.88 Million
Q2 2020

Jul 07, 2020

BUY
$134.06 - $191.65 $58,986 - $84,326
440 Added 5.82%
8,005 $1.5 Million
Q1 2020

Apr 07, 2020

SELL
$124.3 - $193.36 $45,991 - $71,543
-370 Reduced 4.66%
7,565 $1.09 Million
Q4 2019

Jan 02, 2020

BUY
$142.33 - $164.98 $4,269 - $4,949
30 Added 0.38%
7,935 $1.29 Million
Q3 2019

Oct 01, 2019

BUY
$139.72 - $159.97 $115,129 - $131,815
824 Added 11.64%
7,905 $1.17 Million
Q2 2019

Jul 02, 2019

BUY
$145.1 - $165.96 $51,365 - $58,749
354 Added 5.26%
7,081 $0
Q1 2019

Apr 02, 2019

BUY
$130.4 - $166.95 $247,499 - $316,871
1,898 Added 39.3%
6,727 $0
Q4 2018

Jan 03, 2019

BUY
$120.67 - $159.86 $94,122 - $124,690
780 Added 19.26%
4,829 $661,000
Q3 2018

Oct 09, 2018

BUY
$137.15 - $160.43 $263,465 - $308,186
1,921 Added 90.27%
4,049 $0
Q2 2018

Jul 03, 2018

BUY
$115.3 - $139.8 $33,667 - $40,821
292 Added 15.9%
2,128 $0
Q1 2018

Apr 03, 2018

BUY
$104.03 - $127.99 $190,999 - $234,989
1,836 New
1,836 $0
Q4 2017

Jan 16, 2018

SELL
$93.94 - $108.8 $252,792 - $292,780
-2,691 Closed
0 $0
Q3 2017

Oct 12, 2017

BUY
$87.63 - $97.71 $235,812 - $262,937
2,691
2,691 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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