A detailed history of Zhang Financial LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Zhang Financial LLC holds 6,867 shares of CRM stock, worth $2.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,867
Previous 3,803 80.57%
Holding current value
$2.33 Million
Previous $977,000 92.32%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $730,518 - $847,287
3,064 Added 80.57%
6,867 $1.88 Million
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $128,625 - $179,796
590 Added 18.36%
3,803 $977,000
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $453,773 - $572,602
1,807 Added 128.52%
3,213 $967,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $275,927 - $375,753
1,406 New
1,406 $369,000
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $214,956 - $254,206
1,138 New
1,138 $240,000
Q2 2022

Jul 14, 2022

SELL
$155.6 - $218.85 $203,058 - $285,599
-1,305 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$190.54 - $255.46 $14,290 - $19,159
75 Added 6.1%
1,305 $277,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $8,652 - $10,848
35 Added 2.93%
1,230 $312,000
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $283,872 - $341,327
1,195 New
1,195 $324,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • 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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