A detailed history of West Family Investments, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, West Family Investments, Inc. holds 2,860 shares of CRM stock, worth $977,319. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,860
Previous 1,619 76.65%
Holding current value
$977,319
Previous $416,000 87.98%
% of portfolio
0.27%
Previous 0.13%

Shares

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

Nov 08, 2024

BUY
$238.42 - $276.53 $295,879 - $343,173
1,241 Added 76.65%
2,860 $782,000
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $95,706 - $133,780
-439 Reduced 21.33%
1,619 $416,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $150,420 - $189,811
599 Added 41.06%
2,058 $619,000
Q3 2023

Nov 02, 2023

SELL
$202.49 - $234.37 $84,235 - $97,497
-416 Reduced 22.19%
1,459 $295,000
Q2 2023

Aug 15, 2023

BUY
$188.89 - $223.38 $89,156 - $105,435
472 Added 33.64%
1,875 $396,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $189,124 - $280,291
1,403 New
1,403 $280,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $502,121 - $706,228
-3,227 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $30,867 - $41,384
162 Added 5.29%
3,227 $685,000
Q4 2021

Feb 07, 2022

SELL
$247.21 - $309.96 $46,475 - $58,272
-188 Reduced 5.78%
3,065 $779,000
Q3 2021

Oct 25, 2021

BUY
$237.55 - $285.63 $103,096 - $123,963
434 Added 15.4%
3,253 $882,000
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $593,512 - $694,206
2,819 New
2,819 $689,000

Others Institutions Holding CRM

About Salesforce, Inc.


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