A detailed history of West Oak Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, West Oak Capital, LLC holds 1,495 shares of CRM stock, worth $510,871. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,495
Previous 1,495 -0.0%
Holding current value
$510,871
Previous $384,000 965.63%
% of portfolio
0.08%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $193,362 - $243,997
770 Added 106.21%
1,495 $450,000
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $27,475 - $37,415
140 Added 23.93%
725 $197,000
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $8,088 - $11,986
60 Added 11.43%
585 $116,000
Q4 2022

Jan 05, 2023

SELL
$128.21 - $165.27 $19,231 - $24,790
-150 Reduced 22.22%
525 $70,000
Q3 2022

Oct 28, 2022

SELL
$143.84 - $191.27 $18,699 - $24,865
-130 Reduced 16.15%
675 $97,000
Q2 2022

Jul 11, 2022

SELL
$155.6 - $218.85 $202,280 - $284,505
-1,300 Reduced 61.76%
805 $133,000
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $23,817 - $31,932
-125 Reduced 5.61%
2,105 $447,000
Q4 2021

Jan 12, 2022

SELL
$247.21 - $309.96 $3,708 - $4,649
-15 Reduced 0.67%
2,230 $567,000
Q1 2021

Apr 13, 2021

BUY
$205.33 - $248.59 $43,119 - $52,203
210 Added 10.32%
2,245 $476,000
Q4 2020

Jan 08, 2021

BUY
$220.15 - $267.07 $436,997 - $530,133
1,985 Added 3970.0%
2,035 $453,000
Q1 2020

Apr 07, 2020

SELL
$124.3 - $193.36 $6,215 - $9,668
-50 Reduced 50.0%
50 $7,000
Q4 2019

Jan 09, 2020

SELL
$142.33 - $164.98 $14,233 - $16,498
-100 Reduced 50.0%
100 $16,000
Q3 2018

Oct 04, 2018

BUY
$137.15 - $160.43 $20,572 - $24,064
150 Added 300.0%
200 $31.8 Million
Q1 2018

Apr 05, 2018

BUY
$104.03 - $127.99 $5,201 - $6,399
50 New
50 $5.82 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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