A detailed history of Advisory Alpha, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Advisory Alpha, LLC holds 1,844 shares of CRM stock, worth $491,979. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,844
Previous 1,396 32.09%
Holding current value
$491,979
Previous $420,000 12.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 21, 2024

BUY
$218.01 - $304.74 $97,668 - $136,523
448 Added 32.09%
1,844 $474,000
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $25,614 - $32,321
-102 Reduced 6.81%
1,396 $420,000
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $10,401 - $14,164
53 Added 3.67%
1,498 $394,000
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $292,598 - $338,664
1,445 New
1,445 $293,000
Q2 2022

Jul 15, 2022

SELL
$155.6 - $218.85 $152,332 - $214,254
-979 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $186,538 - $250,095
979 New
979 $208,000
Q4 2020

Feb 16, 2021

SELL
$220.15 - $267.07 $9,246 - $11,216
-42 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$185.51 - $281.25 $7,791 - $11,812
42 New
42 $1.3 Million
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $1,474 - $2,108
-11 Closed
0 $0
Q1 2020

Apr 29, 2020

SELL
$124.3 - $193.36 $1,243 - $1,933
-10 Reduced 47.62%
11 $1.67 Million
Q4 2019

Feb 14, 2020

SELL
$142.33 - $164.98 $3,700 - $4,289
-26 Reduced 55.32%
21 $3.86 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $6,566 - $7,518
47 New
47 $6,000
Q2 2019

Aug 16, 2019

SELL
$145.1 - $165.96 $3,192 - $3,651
-22 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $2,868 - $3,672
22 New
22 $0

Others Institutions Holding CRM

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
Track This Portfolio

Track Advisory Alpha, LLC Portfolio

Follow Advisory Alpha, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Alpha, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Alpha, LLC with notifications on news.