A detailed history of Shorepoint Capital Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 8,404 shares of CRM stock, worth $2.87 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
8,404
Previous 7,341 14.48%
Holding current value
$2.87 Million
Previous $1.89 Million 21.89%
% of portfolio
0.54%
Previous 0.45%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $253,440 - $293,951
1,063 Added 14.48%
8,404 $2.3 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $276,872 - $387,019
1,270 Added 20.92%
7,341 $1.89 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $53,990 - $68,129
-215 Reduced 3.42%
6,071 $1.83 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $43,763 - $59,596
223 Added 3.68%
6,286 $1.65 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $97,600 - $112,966
482 Added 8.64%
6,063 $1.23 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $71,211 - $84,214
377 Added 7.24%
5,581 $1.18 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $2,830 - $4,195
-21 Reduced 0.4%
5,204 $1.04 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $17,821 - $22,972
139 Added 2.73%
5,225 $692,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $17,404 - $23,143
121 Added 2.44%
5,086 $732,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $37,032 - $52,086
-238 Reduced 4.57%
4,965 $819,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $181,584 - $243,453
953 Added 22.42%
5,203 $1.11 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $25,462 - $31,925
103 Added 2.48%
4,250 $1.08 Million
Q3 2021

Nov 05, 2021

BUY
$237.55 - $285.63 $139,441 - $167,664
587 Added 16.49%
4,147 $1.13 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $304,299 - $368,410
1,482 Added 71.32%
3,560 $754,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $457,471 - $554,971
2,078 New
2,078 $462,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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