A detailed history of Kapstone Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 2,532 shares of CRM stock, worth $851,334. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,532
Previous 2,532 -0.0%
Holding current value
$851,334
Previous $651 Million 7.6%
% of portfolio
0.42%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $30,303 - $42,358
-139 Reduced 5.2%
2,532 $651 Million
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $14,522 - $19,776
-74 Reduced 2.7%
2,671 $745 Million
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $17,616 - $20,390
-87 Reduced 3.07%
2,745 $557 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $45,333 - $53,611
-240 Reduced 7.81%
2,832 $635 Million
Q4 2022

Feb 15, 2023

BUY
$128.21 - $165.27 $393,861 - $507,709
3,072 New
3,072 $536 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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