A detailed history of Concurrent Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,674 shares of CRM stock, worth $17.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
53,674
Previous 52,188 2.85%
Holding current value
$17.3 Million
Previous $6.76 Billion 12.45%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $354,292 - $410,923
1,486 Added 2.85%
53,674 $7.6 Billion
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $1.48 Million - $2.06 Million
6,769 Added 14.9%
52,188 $6.76 Billion
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $415,352 - $524,119
-1,654 Reduced 3.51%
45,419 $5.87 Billion
Q4 2023

Apr 15, 2024

BUY
$196.25 - $267.25 $9.24 Million - $12.6 Million
47,073 New
47,073 $5.57 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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