A detailed history of Quest Investment Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Quest Investment Management LLC holds 40,514 shares of CRM stock, worth $11.6 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
40,514
Previous 53,441 24.19%
Holding current value
$11.6 Million
Previous $16.1 Million 35.28%
% of portfolio
1.29%
Previous 2.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $2.82 Million - $3.94 Million
-12,927 Reduced 24.19%
40,514 $10.4 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $1.5 Million - $1.9 Million
-5,990 Reduced 10.08%
53,441 $16.1 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $656,456 - $893,951
-3,345 Reduced 5.33%
59,431 $15.6 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $12.7 Million - $14.7 Million
62,776 New
62,776 $12.7 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $6.23 Million - $8.76 Million
-40,042 Reduced 66.23%
20,421 $3.37 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $704,235 - $944,180
3,696 Added 6.51%
60,463 $12.8 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $1.04 Million - $1.3 Million
4,193 Added 7.98%
56,767 $14.4 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $1.56 Million - $1.88 Million
-6,584 Reduced 11.13%
52,574 $14.3 Million
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $3.75 Million - $4.38 Million
-17,800 Reduced 23.13%
59,158 $14.5 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $231,201 - $279,912
-1,126 Reduced 1.44%
76,958 $16.3 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $2.49 Million - $3.02 Million
11,301 Added 16.92%
78,084 $17.4 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $5.32 Million - $8.06 Million
-28,656 Reduced 30.03%
66,783 $16.8 Million
Q2 2020

Aug 13, 2020

SELL
$134.06 - $191.65 $3.42 Million - $4.9 Million
-25,544 Reduced 21.11%
95,439 $17.9 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $2.8 Million - $4.35 Million
22,515 Added 22.87%
120,983 $17.4 Million
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $405,071 - $469,533
-2,846 Reduced 2.81%
98,468 $16 Million
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $856,483 - $980,616
-6,130 Reduced 5.71%
101,314 $15 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $1.03 Million - $1.18 Million
7,120 Added 7.1%
107,444 $16.3 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $168,085 - $215,198
1,289 Added 1.3%
100,324 $15.9 Million
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $858,687 - $1.14 Million
7,116 Added 7.74%
99,035 $13.6 Million
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $707,831 - $827,979
-5,161 Reduced 5.32%
91,919 $14.6 Million
Q2 2018

Aug 06, 2018

BUY
$115.3 - $139.8 $11.2 Million - $13.6 Million
97,080 New
97,080 $13.2 Million
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $19,765 - $24,318
190 Added 0.96%
20,045 $2.33 Million
Q4 2017

Feb 14, 2018

SELL
$93.94 - $108.8 $14.5 Million - $16.8 Million
-154,413 Closed
0 $0
Q3 2017

Nov 14, 2017

SELL
$87.63 - $97.71 $8.28 Million - $9.23 Million
-94,508 Reduced 37.97%
154,413 $14.4 Million
Q4 2016

Oct 30, 2017

BUY
N/A
49,538 Added 24.85%
248,921 $17 Million
Q3 2016

Oct 30, 2017

BUY
N/A
36,380 Added 22.32%
199,383 $14.2 Million
Q2 2016

Oct 30, 2017

SELL
N/A
-27,617 Reduced 14.49%
163,003 $12.9 Million
Q1 2016

Oct 30, 2017

BUY
N/A
190,620
190,620 $14.1 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 $288B
  • 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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