A detailed history of Schmidt P J Investment Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,936 shares of CRM stock, worth $2.33 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,936
Previous 6,911 0.36%
Holding current value
$2.33 Million
Previous $1.78 Million 6.87%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $5,960 - $6,913
25 Added 0.36%
6,936 $1.9 Million
Q2 2024

Jul 29, 2024

BUY
$218.01 - $304.74 $3,270 - $4,571
15 Added 0.22%
6,911 $1.78 Million
Q1 2024

Apr 26, 2024

BUY
$251.12 - $316.88 $13,811 - $17,428
55 Added 0.8%
6,896 $2.08 Million
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $28,456 - $38,751
-145 Reduced 2.08%
6,841 $1.8 Million
Q3 2023

Oct 20, 2023

SELL
$202.49 - $234.37 $15,996 - $18,515
-79 Reduced 1.12%
6,986 $1.42 Million
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $29,844 - $35,294
-158 Reduced 2.19%
7,065 $1.49 Million
Q1 2023

Apr 28, 2023

SELL
$134.8 - $199.78 $97,999 - $145,240
-727 Reduced 9.14%
7,223 $1.44 Million
Q4 2022

Feb 01, 2023

SELL
$128.21 - $165.27 $131,158 - $169,071
-1,023 Reduced 11.4%
7,950 $1.05 Million
Q3 2022

Oct 24, 2022

SELL
$143.84 - $191.27 $109,893 - $146,130
-764 Reduced 7.85%
8,973 $1.44 Million
Q2 2022

Aug 24, 2022

SELL
$155.6 - $218.85 $423,232 - $595,272
-2,720 Reduced 21.84%
9,737 $1.71 Million
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $229,029 - $307,062
-1,202 Reduced 8.8%
12,457 $2.64 Million
Q4 2021

Feb 01, 2022

SELL
$247.21 - $309.96 $44,003 - $55,172
-178 Reduced 1.29%
13,659 $3.18 Million
Q3 2021

Oct 27, 2021

SELL
$237.55 - $285.63 $23,992 - $28,848
-101 Reduced 0.72%
13,837 $4.08 Million
Q2 2021

Jul 26, 2021

SELL
$210.54 - $246.26 $16,422 - $19,208
-78 Reduced 0.56%
13,938 $3.46 Million
Q1 2021

Apr 30, 2021

BUY
$205.33 - $248.59 $25,871 - $31,322
126 Added 0.91%
14,016 $3.29 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $119,761 - $145,286
544 Added 4.08%
13,890 $3.13 Million
Q3 2020

Oct 28, 2020

SELL
$185.51 - $281.25 $2.53 Million - $3.83 Million
-13,615 Closed
0 $0
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $48,663 - $69,568
363 Added 2.74%
13,615 $2.55 Million
Q1 2020

Apr 20, 2020

BUY
$124.3 - $193.36 $54,692 - $85,078
440 Added 3.43%
13,252 $1.91 Million
Q4 2019

Jan 24, 2020

SELL
$142.33 - $164.98 $4,839 - $5,609
-34 Reduced 0.26%
12,812 $2.08 Million
Q3 2019

Oct 23, 2019

SELL
$139.72 - $159.97 $14,391 - $16,476
-103 Reduced 0.8%
12,846 $1.91 Million
Q2 2019

Jul 25, 2019

BUY
$145.1 - $165.96 $49,043 - $56,094
338 Added 2.68%
12,949 $1.97 Million
Q1 2019

Apr 25, 2019

SELL
$130.4 - $166.95 $38,989 - $49,918
-299 Reduced 2.32%
12,611 $2 Million
Q4 2018

Feb 04, 2019

BUY
$120.67 - $159.86 $219,619 - $290,945
1,820 Added 16.41%
12,910 $1.77 Million
Q3 2018

Oct 23, 2018

BUY
$137.15 - $160.43 $10,286 - $12,032
75 Added 0.68%
11,090 $1.76 Million
Q2 2018

Jul 24, 2018

BUY
$115.3 - $139.8 $14,412 - $17,475
125 Added 1.15%
11,015 $1.5 Million
Q1 2018

Apr 24, 2018

BUY
$104.03 - $127.99 $147,514 - $181,489
1,418 Added 14.97%
10,890 $1.27 Million
Q4 2017

Jan 30, 2018

BUY
$93.94 - $108.8 $889,799 - $1.03 Million
9,472
9,472 $968,000

Others Institutions Holding CRM

About Salesforce, Inc.


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