A detailed history of Rothschild Investment LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Rothschild Investment LLC holds 44,358 shares of CRM stock, worth $14.4 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
44,358
Previous 44,946 1.31%
Holding current value
$14.4 Million
Previous $11.6 Billion 5.07%
% of portfolio
0.8%
Previous 0.8%

Shares

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

Oct 18, 2024

SELL
$238.42 - $276.53 $140,190 - $162,599
-588 Reduced 1.31%
44,358 $12.1 Billion
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $9.8 Million - $13.7 Million
44,946 New
44,946 $11.6 Billion
Q1 2024

Jul 31, 2024

SELL
$251.12 - $316.88 $535,387 - $675,588
-2,132 Reduced 4.55%
44,706 $13.5 Billion
Q4 2023

Jul 31, 2024

BUY
$196.25 - $267.25 $371,305 - $505,637
1,892 Added 4.21%
46,838 $12.3 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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 Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.