A detailed history of Stokes Family Office, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Stokes Family Office, LLC holds 1,736 shares of CRM stock, worth $463,164. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,736
Previous 1,342 29.36%
Holding current value
$463,164
Previous $404,000 10.4%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$218.01 - $304.74 $85,895 - $120,067
394 Added 29.36%
1,736 $446,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $149,346 - $203,377
-761 Reduced 36.19%
1,342 $353,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $11,339 - $13,124
-56 Reduced 2.59%
2,103 $426,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $14,733 - $17,423
-78 Reduced 3.49%
2,159 $456,000
Q1 2023

May 08, 2023

SELL
$134.8 - $199.78 $81,688 - $121,066
-606 Reduced 21.32%
2,237 $446,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $245,265 - $316,161
-1,913 Reduced 40.22%
2,843 $377,000
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $87,310 - $116,100
-607 Reduced 11.32%
4,756 $684,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $9,647 - $13,568
62 Added 1.17%
5,363 $885,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $106,321 - $142,546
558 Added 11.76%
5,301 $1.13 Million
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $3,955 - $4,959
-16 Reduced 0.34%
4,743 $1.21 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $29,456 - $35,418
124 Added 2.68%
4,759 $1.29 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $452,029 - $528,720
2,147 Added 86.29%
4,635 $1.13 Million
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $510,861 - $618,491
2,488 New
2,488 $567,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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