A detailed history of Allworth Financial LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 20,029 shares of CRM stock, worth $5.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,029
Previous 15,195 31.81%
Holding current value
$5.15 Million
Previous $4 Million 50.88%
% of portfolio
0.04%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $1.21 Million - $1.53 Million
4,834 Added 31.81%
20,029 $6.03 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $306,542 - $417,444
1,562 Added 11.46%
15,195 $4 Million
Q3 2023

Oct 31, 2023

BUY
$202.49 - $234.37 $89,095 - $103,122
440 Added 3.34%
13,633 $2.76 Million
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $1.01 Million - $1.19 Million
5,336 Added 67.91%
13,193 $2.79 Million
Q1 2023

Apr 18, 2023

BUY
$134.8 - $199.78 $301,008 - $446,108
2,233 Added 39.7%
7,857 $1.57 Million
Q4 2022

Jan 13, 2023

SELL
$128.21 - $165.27 $275,266 - $354,834
-2,147 Reduced 27.63%
5,624 $0
Q3 2022

Oct 18, 2022

SELL
$143.84 - $191.27 $214,321 - $284,992
-1,490 Reduced 16.09%
7,771 $1.12 Million
Q2 2022

Jul 13, 2022

BUY
$155.6 - $218.85 $752,948 - $1.06 Million
4,839 Added 109.43%
9,261 $1.53 Million
Q1 2022

Apr 22, 2022

BUY
$190.54 - $255.46 $83,647 - $112,146
439 Added 11.02%
4,422 $939,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $49,689 - $62,301
201 Added 5.31%
3,983 $1.01 Million
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $252,515 - $303,624
1,063 Added 39.1%
3,782 $1.03 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $2,947 - $3,447
14 Added 0.52%
2,719 $664,000
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $51,332 - $62,147
250 Added 10.18%
2,705 $573,000
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $98,627 - $119,647
448 Added 22.32%
2,455 $546,000
Q3 2020

Nov 03, 2020

SELL
$185.51 - $281.25 $10,759 - $16,312
-58 Reduced 2.81%
2,007 $504,000
Q1 2020

Apr 17, 2020

BUY
$124.3 - $193.36 $870 - $1,353
7 Added 0.34%
2,065 $297,000
Q2 2018

Aug 08, 2018

BUY
$115.3 - $139.8 $6,456 - $7,828
56 Added 2.8%
2,058 $281,000
Q1 2018

May 02, 2018

SELL
$104.03 - $127.99 $208 - $255
-2 Reduced 0.1%
2,002 $233,000
Q4 2017

Feb 22, 2018

BUY
$93.94 - $108.8 $375 - $435
4 Added 0.2%
2,004 $205,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,000
2,000 $173,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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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