A detailed history of Sargent Investment Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sargent Investment Group, LLC holds 4,937 shares of CRM stock, worth $1.26 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,937
Previous 4,896 0.84%
Holding current value
$1.26 Million
Previous $1.29 Million 15.37%
% of portfolio
0.33%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $10,295 - $12,992
41 Added 0.84%
4,937 $1.49 Million
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $4,906 - $6,681
25 Added 0.51%
4,896 $1.29 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $55,887 - $64,686
276 Added 6.01%
4,871 $987,000
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $6,611 - $7,818
35 Added 0.77%
4,595 $970,000
Q1 2023

May 02, 2023

BUY
$134.8 - $199.78 $6,066 - $8,990
45 Added 1.0%
4,560 $910,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $53,150 - $66,641
215 Added 5.0%
4,515 $1.15 Million
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $74,204 - $112,500
-400 Reduced 8.51%
4,300 $1.08 Million
Q3 2019

Oct 29, 2019

SELL
$139.72 - $159.97 $41,916 - $47,991
-300 Reduced 6.0%
4,700 $698,000
Q4 2018

Feb 12, 2019

BUY
$120.67 - $159.86 $603,350 - $799,300
5,000 New
5,000 $685,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $256B
  • 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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