A detailed history of Alera Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 2,185 shares of CRM stock, worth $628,231. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,185
Previous 870 151.15%
Holding current value
$628,231
Previous $262,000 114.12%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Aug 13, 2024

BUY
$218.01 - $304.74 $286,683 - $400,733
1,315 Added 151.15%
2,185 $561,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $24,860 - $31,371
99 Added 12.84%
870 $262,000
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $151,308 - $206,049
771 New
771 $202,000
Q2 2019

Aug 07, 2019

SELL
$145.1 - $165.96 $42,804 - $48,958
-295 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$130.4 - $166.95 $8,606 - $11,018
-66 Reduced 18.28%
295 $47,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $43,561 - $57,709
361 New
361 $49,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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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