A detailed history of Univest Financial Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Univest Financial Corp holds 77,382 shares of CRM stock, worth $25.2 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
77,382
Previous 19,194 303.16%
Holding current value
$25.2 Million
Previous $4.93 Million 329.27%
% of portfolio
1.4%
Previous 1.39%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $13.9 Million - $16.1 Million
58,188 Added 303.16%
77,382 $21.2 Million
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $31,175 - $43,577
-143 Reduced 0.74%
19,194 $4.93 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $749,342 - $945,569
2,984 Added 18.25%
19,337 $5.82 Million
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $35,128 - $47,837
-179 Reduced 1.08%
16,353 $4.3 Million
Q3 2023

Nov 07, 2023

SELL
$202.49 - $234.37 $233,268 - $269,994
-1,152 Reduced 6.51%
16,532 $3.35 Million
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $3.34 Million - $3.95 Million
17,684 New
17,684 $3.74 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 $326B
  • 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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