A detailed history of Summitry LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summitry LLC holds 189,418 shares of CRM stock, worth $65.1 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
189,418
Previous 187,229 1.17%
Holding current value
$65.1 Million
Previous $48.1 Million 7.71%
% of portfolio
2.67%
Previous 2.65%

Shares

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

Nov 07, 2024

BUY
$238.42 - $276.53 $521,901 - $605,324
2,189 Added 1.17%
189,418 $51.8 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $383,479 - $536,037
1,759 Added 0.95%
187,229 $48.1 Million
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $3.24 Million - $4.09 Million
-12,897 Reduced 6.5%
185,470 $55.9 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $786,373 - $1.07 Million
-4,007 Reduced 1.98%
198,367 $52.2 Million
Q3 2023

Nov 03, 2023

BUY
$202.49 - $234.37 $108,129 - $125,153
534 Added 0.26%
202,374 $41 Million
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $606,336 - $717,049
-3,210 Reduced 1.57%
201,840 $42.6 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $2.71 Million - $4.02 Million
20,123 Added 10.88%
205,050 $41 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $1.2 Million - $1.54 Million
-9,328 Reduced 4.8%
184,927 $24.5 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $27,041 - $35,958
-188 Reduced 0.1%
194,255 $27.9 Million
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $630,646 - $886,999
-4,053 Reduced 2.04%
194,443 $32.1 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $6.98 Million - $9.35 Million
36,616 Added 22.62%
198,496 $42.1 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $739,157 - $926,780
2,990 Added 1.88%
161,880 $41.1 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $9.54 Million - $11.5 Million
40,152 Added 33.82%
158,890 $43.1 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $520,665 - $609,000
2,473 Added 2.13%
118,738 $29 Million
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $23.9 Million - $28.9 Million
116,265 New
116,265 $24.6 Million
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $752,344 - $1.08 Million
-5,612 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$124.3 - $193.36 $697,571 - $1.09 Million
5,612 New
5,612 $808,000

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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