Acorn Financial Advisory Services Inc Salesforce, Inc. Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,327 shares of CRM stock, worth $1.42 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,327

Previous 5,795 8.08%

Holding current value

$1.42 Million

Previous $1.94 Million 26.23%

% of portfolio

0.31%

Previous 0.37%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$268.36 - $359.95 $125,592 - $168,456	-468 Reduced 8.08%	5,327 $1.43 Million
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $53,632 - $72,838	-198 Reduced 3.3%	5,795 $1.94 Million
Q3 2024 Nov 01, 2024	SELL	$238.42 - $276.53 $4,053 - $4,701	-17 Reduced 0.28%	5,993 $1.64 Million
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $872 - $1,218	4 Added 0.07%	6,010 $1.55 Million
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $513,289 - $647,702	-2,044 Reduced 25.39%	6,006 $1.81 Million
Q4 2023 Jan 17, 2024	SELL	$196.25 - $267.25 $371,893 - $506,438	-1,895 Reduced 19.05%	8,050 $2.12 Million
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $20,451 - $23,671	-101 Reduced 1.01%	9,945 $2.02 Million
Q2 2023 Jul 20, 2023	SELL	$188.89 - $223.38 $48,544 - $57,408	-257 Reduced 2.49%	10,046 $2.12 Million
Q1 2023 Apr 26, 2023	BUY	$134.8 - $199.78 $32,082 - $47,547	238 Added 2.36%	10,303 $2.06 Million
Q4 2022 Jan 20, 2023	BUY	$128.21 - $165.27 $125,517 - $161,799	979 Added 10.77%	10,065 $0
Q3 2022 Oct 12, 2022	BUY	$143.84 - $191.27 $187,135 - $248,842	1,301 Added 16.71%	9,086 $1.31 Million
Q2 2022 Jul 12, 2022	SELL	$155.6 - $218.85 $26,918 - $37,861	-173 Reduced 2.17%	7,785 $1.29 Million
Q1 2022 Apr 18, 2022	BUY	$190.54 - $255.46 $60,020 - $80,469	315 Added 4.12%	7,958 $1.69 Million
Q4 2021 Jan 31, 2022	SELL	$247.21 - $309.96 $247 - $309	-1 Reduced 0.01%	7,643 $1.94 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $72,927 - $87,688	-307 Reduced 3.86%	7,644 $2.07 Million
Q2 2021 Jul 23, 2021	BUY	$210.54 - $246.26 $115,797 - $135,443	550 Added 7.43%	7,951 $1.94 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $273,294 - $330,873	1,331 Added 21.93%	7,401 $1.57 Million
Q4 2020 Jan 25, 2021	BUY	$220.15 - $267.07 $69,347 - $84,127	315 Added 5.47%	6,070 $1.35 Million
Q3 2020 Oct 15, 2020	SELL	$185.51 - $281.25 $96,465 - $146,250	-520 Reduced 8.29%	5,755 $1.45 Million
Q2 2020 Jul 10, 2020	SELL	$134.06 - $191.65 $268 - $383	-2 Reduced 0.03%	6,275 $1.18 Million
Q1 2020 Apr 15, 2020	BUY	$124.3 - $193.36 $7,955 - $12,375	64 Added 1.03%	6,277 $904,000
Q4 2019 Jan 27, 2020	BUY	$142.33 - $164.98 $884,296 - $1.03 Million	6,213 New	6,213 $1.01 Million

Others Institutions Holding CRM

# of Institutions

3,355

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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Acorn Financial Advisory Services Inc Salesforce, Inc. Transaction History