A detailed history of Surevest, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Surevest, LLC holds 18,098 shares of CRM stock, worth $6.18 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
18,098
Previous 16,694 8.41%
Holding current value
$6.18 Million
Previous $2.76 Million 5.52%
% of portfolio
0.71%
Previous 0.72%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $201,951 - $268,543
1,404 Added 8.41%
18,098 $2.6 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $208,504 - $293,259
-1,340 Reduced 7.43%
16,694 $2.76 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $1.13 Million - $1.52 Million
-5,936 Reduced 24.76%
18,034 $3.83 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $313,215 - $392,719
-1,267 Reduced 5.02%
23,970 $6.09 Million
Q3 2021

Oct 13, 2021

BUY
$237.55 - $285.63 $180,775 - $217,364
761 Added 3.11%
25,237 $6.85 Million
Q2 2021

Aug 06, 2021

BUY
$210.54 - $246.26 $828,053 - $968,540
3,933 Added 19.15%
24,476 $5.98 Million
Q1 2021

Apr 19, 2021

SELL
$205.33 - $248.59 $450,699 - $545,655
-2,195 Reduced 9.65%
20,543 $4.35 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $291,258 - $353,333
1,323 Added 6.18%
22,738 $5.06 Million
Q3 2020

Oct 16, 2020

SELL
$185.51 - $281.25 $71,977 - $109,125
-388 Reduced 1.78%
21,415 $5.38 Million
Q2 2020

Jul 15, 2020

BUY
$134.06 - $191.65 $325,229 - $464,942
2,426 Added 12.52%
21,803 $4.08 Million
Q1 2020

Apr 16, 2020

BUY
$124.3 - $193.36 $882,654 - $1.37 Million
7,101 Added 57.84%
19,377 $2.79 Million
Q4 2019

Jan 14, 2020

BUY
$142.33 - $164.98 $42,699 - $49,494
300 Added 2.51%
12,276 $2 Million
Q3 2019

Oct 15, 2019

BUY
$139.72 - $159.97 $54,630 - $62,548
391 Added 3.38%
11,976 $1.78 Million
Q2 2019

Jul 10, 2019

SELL
$145.1 - $165.96 $326,329 - $373,244
-2,249 Reduced 16.26%
11,585 $1.76 Million
Q1 2019

Apr 09, 2019

BUY
$130.4 - $166.95 $320,914 - $410,863
2,461 Added 21.64%
13,834 $2.19 Million
Q4 2018

Feb 20, 2019

BUY
$120.67 - $159.86 $1.37 Million - $1.82 Million
11,373 New
11,373 $1.56 Million

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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