A detailed history of Shepherd Financial Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 8,050 shares of CRM stock, worth $2.77 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,050
Previous 7,923 1.6%
Holding current value
$2.77 Million
Previous $2.04 Million 8.15%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $30,279 - $35,119
127 Added 1.6%
8,050 $2.2 Million
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $4,142 - $5,790
19 Added 0.24%
7,923 $2.04 Million
Q1 2024

Apr 22, 2024

SELL
$251.12 - $316.88 $1,004 - $1,267
-4 Reduced 0.05%
7,904 $2.38 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $9,812 - $13,362
-50 Reduced 0.63%
7,908 $2.08 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $14,174 - $16,405
70 Added 0.89%
7,958 $1.61 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $252,750 - $374,587
1,875 Added 31.18%
7,888 $1.58 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $437,067 - $563,405
-3,409 Reduced 36.18%
6,013 $797,000
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $28,768 - $38,254
200 Added 2.17%
9,422 $1.36 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $115,610 - $162,605
743 Added 8.76%
9,222 $1.52 Million
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $1,143 - $1,532
-6 Reduced 0.07%
8,479 $1.8 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $47,464 - $59,512
192 Added 2.32%
8,485 $2.16 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $4,988 - $5,998
21 Added 0.25%
8,293 $2.25 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $2,737 - $3,201
13 Added 0.16%
8,272 $2.02 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $4,927 - $5,966
-24 Reduced 0.29%
8,259 $1.75 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $9,686 - $11,751
44 Added 0.53%
8,283 $1.85 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $11,687 - $17,718
63 Added 0.77%
8,239 $2.07 Million
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $36,062 - $51,553
269 Added 3.4%
8,176 $1.53 Million
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $7,333 - $11,408
59 Added 0.75%
7,907 $1.14 Million
Q4 2019

Jan 31, 2020

BUY
$142.33 - $164.98 $33,162 - $38,440
233 Added 3.06%
7,848 $1.28 Million
Q3 2019

Nov 25, 2019

BUY
$139.72 - $159.97 $269,519 - $308,582
1,929 Added 33.93%
7,615 $1.13 Million
Q2 2019

Aug 05, 2019

BUY
$145.1 - $165.96 $825,038 - $943,648
5,686 New
5,686 $863,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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