A detailed history of Rothschild Investment Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Rothschild Investment Corp holds 47,480 shares of CRM stock, worth $13.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
47,480
Previous 47,452 0.06%
Holding current value
$13.3 Million
Previous $10 Million 3.96%
% of portfolio
0.81%
Previous 0.83%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $5,669 - $6,562
28 Added 0.06%
47,480 $9.63 Million
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $58,178 - $68,801
308 Added 0.65%
47,452 $10 Million
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $627,494 - $929,975
4,655 Added 10.96%
47,144 $9.42 Million
Q4 2022

Jan 19, 2023

SELL
$128.21 - $165.27 $106,157 - $136,843
-828 Reduced 1.91%
42,489 $5.63 Million
Q3 2022

Oct 21, 2022

SELL
$143.84 - $191.27 $32,220 - $42,844
-224 Reduced 0.51%
43,317 $6.23 Million
Q2 2022

Jul 12, 2022

BUY
$155.6 - $218.85 $133,038 - $187,116
855 Added 2.0%
43,541 $7.19 Million
Q1 2022

Apr 18, 2022

BUY
$190.54 - $255.46 $185,395 - $248,562
973 Added 2.33%
42,686 $9.06 Million
Q4 2021

Jan 24, 2022

BUY
$247.21 - $309.96 $106,794 - $133,902
432 Added 1.05%
41,713 $10.6 Million
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $13,065 - $15,709
55 Added 0.13%
41,281 $11.2 Million
Q2 2021

Jul 19, 2021

BUY
$210.54 - $246.26 $1.13 Million - $1.33 Million
5,382 Added 15.02%
41,226 $10.1 Million
Q1 2021

Apr 15, 2021

BUY
$205.33 - $248.59 $7.36 Million - $8.91 Million
35,844 New
35,844 $7.59 Million
Q2 2019

Jul 11, 2019

SELL
$145.1 - $165.96 $1.51 Million - $1.73 Million
-10,400 Closed
0 $0
Q1 2019

Apr 18, 2019

BUY
$130.4 - $166.95 $1.36 Million - $1.74 Million
10,400 New
10,400 $1.65 Million
Q4 2017

Jan 23, 2018

SELL
$93.94 - $108.8 $943,721 - $1.09 Million
-10,046 Closed
0 $0
Q3 2017

Oct 25, 2017

BUY
$87.63 - $97.71 $880,330 - $981,594
10,046
10,046 $938,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $281B
  • 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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