A detailed history of Advisor Net Financial, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Advisor Net Financial, Inc holds 2,516 shares of CRM stock, worth $860,522. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,516
Previous 2,377 5.85%
Holding current value
$860,522
Previous $611,000 12.6%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $33,140 - $38,437
139 Added 5.85%
2,516 $688,000
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $15,914 - $22,246
-73 Reduced 2.98%
2,377 $611,000
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $101,954 - $128,653
-406 Reduced 14.22%
2,450 $737,000
Q4 2023

Jan 19, 2024

BUY
$196.25 - $267.25 $31,792 - $43,294
162 Added 6.01%
2,856 $751,000
Q3 2023

Oct 12, 2023

BUY
$202.49 - $234.37 $58,114 - $67,264
287 Added 11.92%
2,694 $546,000
Q2 2023

Jul 14, 2023

SELL
$188.89 - $223.38 $33,055 - $39,091
-175 Reduced 6.78%
2,407 $508,000
Q1 2023

Apr 28, 2023

BUY
$134.8 - $199.78 $24,803 - $36,759
184 Added 7.67%
2,582 $515,000
Q4 2022

Jan 13, 2023

SELL
$128.21 - $165.27 $18,975 - $24,459
-148 Reduced 5.81%
2,398 $0
Q3 2022

Oct 04, 2022

SELL
$143.84 - $191.27 $89,180 - $118,587
-620 Reduced 19.58%
2,546 $366,000
Q2 2022

Jul 07, 2022

SELL
$155.6 - $218.85 $14,937 - $21,009
-96 Reduced 2.94%
3,166 $523,000
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $10,098 - $13,539
53 Added 1.65%
3,262 $693,000
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $33,867 - $42,464
-137 Reduced 4.09%
3,209 $816,000
Q3 2021

Oct 15, 2021

BUY
$237.55 - $285.63 $206,193 - $247,926
868 Added 35.03%
3,346 $908,000
Q2 2021

Jul 06, 2021

SELL
$210.54 - $246.26 $61,477 - $71,907
-292 Reduced 10.54%
2,478 $605,000
Q1 2021

Apr 14, 2021

SELL
$205.33 - $248.59 $8,007 - $9,695
-39 Reduced 1.39%
2,770 $587,000
Q4 2020

Feb 04, 2021

SELL
$220.15 - $267.07 $37,205 - $45,134
-169 Reduced 5.67%
2,809 $625,000
Q3 2020

Nov 06, 2020

SELL
$185.51 - $281.25 $54,168 - $82,125
-292 Reduced 8.93%
2,978 $748,000
Q2 2020

Aug 26, 2020

BUY
$134.06 - $191.65 $402 - $574
3 Added 0.09%
3,270 $613,000
Q1 2020

May 14, 2020

SELL
$124.3 - $193.36 $151,024 - $234,932
-1,215 Reduced 27.11%
3,267 $470,000
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $135,071 - $156,566
-949 Reduced 17.47%
4,482 $729,000
Q3 2019

Oct 23, 2019

BUY
$139.72 - $159.97 $122,255 - $139,973
875 Added 19.21%
5,431 $806,000
Q2 2019

Jul 15, 2019

BUY
$145.1 - $165.96 $430,366 - $492,237
2,966 Added 186.54%
4,556 $691,000
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $103,276 - $132,224
792 Added 99.25%
1,590 $252,000
Q4 2018

Feb 08, 2019

BUY
$120.67 - $159.86 $59,128 - $78,331
490 Added 159.09%
798 $109,000
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $8,914 - $10,427
-65 Reduced 17.43%
308 $49,000
Q2 2018

Jul 27, 2018

BUY
$115.3 - $139.8 $7,494 - $9,087
65 Added 21.1%
373 $51,000
Q1 2018

May 08, 2018

BUY
$104.03 - $127.99 $10,403 - $12,799
100 Added 48.08%
308 $36,000
Q4 2017

Feb 27, 2018

BUY
$93.94 - $108.8 $19,539 - $22,630
208
208 $21,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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