A detailed history of Schechter Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 8,882 shares of CRM stock, worth $2.98 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,882
Previous 15,578 42.98%
Holding current value
$2.98 Million
Previous $4.01 Million 39.3%
% of portfolio
0.24%
Previous 0.41%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $1.6 Million - $1.85 Million
-6,696 Reduced 42.98%
8,882 $2.43 Million
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $235,668 - $329,423
-1,081 Reduced 6.49%
15,578 $4.01 Million
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $654,418 - $825,789
2,606 Added 18.54%
16,659 $5.02 Million
Q4 2023

Jan 17, 2024

SELL
$196.25 - $267.25 $121,675 - $165,695
-620 Reduced 4.23%
14,053 $3.7 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $95,170 - $110,153
470 Added 3.31%
14,673 $2.98 Million
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $388,924 - $459,939
-2,059 Reduced 12.66%
14,203 $3 Million
Q1 2023

Apr 28, 2023

BUY
$134.8 - $199.78 $773,078 - $1.15 Million
5,735 Added 54.48%
16,262 $3.25 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $365,783 - $471,515
2,853 Added 37.18%
10,527 $1.4 Million
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $869,225 - $1.16 Million
-6,043 Reduced 44.05%
7,674 $1.1 Million
Q2 2022

Nov 03, 2022

BUY
$155.6 - $218.85 $2.13 Million - $3 Million
13,717 New
13,717 $2.26 Million
Q1 2022

Nov 18, 2022

BUY
$190.54 - $255.46 $538,847 - $722,440
2,828 Added 36.85%
10,502 $2.23 Million
Q4 2021

Dec 27, 2022

BUY
$247.21 - $309.96 $1.2 Million - $1.5 Million
4,842 Added 63.1%
12,516 $3.18 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 $336B
  • 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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