A detailed history of Trek Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trek Financial, LLC holds 748 shares of CRM stock, worth $257,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares
748
Holding current value
$257,050
% of portfolio
0.02%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $178,338 - $206,844
748 New
748 $204,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $227,514 - $287,093
906 Added 106.09%
1,760 $530,000
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $167,597 - $228,231
854 New
854 $224,000
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $78,422 - $110,300
504 Added 51.43%
1,484 $245,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $186,729 - $250,350
980 New
980 $208,000

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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