A detailed history of Addison Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Addison Advisors LLC holds 2,052 shares of CRM stock, worth $680,545. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,052
Previous 1,875 9.44%
Holding current value
$680,545
Previous $482,000 16.39%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $42,200 - $48,945
177 Added 9.44%
2,052 $561,000
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $7,412 - $10,361
34 Added 1.85%
1,875 $482,000
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $66,546 - $83,973
265 Added 16.81%
1,841 $554,000
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $8,046 - $10,957
41 Added 2.67%
1,576 $414,000
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $14,376 - $16,640
71 Added 4.85%
1,535 $311,000
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $2,644 - $3,127
14 Added 0.97%
1,464 $309,000
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $146,258 - $216,761
1,085 Added 297.26%
1,450 $289,000
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $17,308 - $22,311
135 Added 58.7%
365 $48,000
Q3 2022

Oct 28, 2022

SELL
$143.84 - $191.27 $1,438 - $1,912
-10 Reduced 4.17%
230 $33,000
Q2 2022

Aug 04, 2022

SELL
$155.6 - $218.85 $54,771 - $77,035
-352 Reduced 59.46%
240 $40,000
Q1 2022

Apr 29, 2022

BUY
$190.54 - $255.46 $98,699 - $132,328
518 Added 700.0%
592 $126,000
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $18,293 - $22,937
74 New
74 $19,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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