A detailed history of Alta Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,056 shares of CRM stock, worth $1.73 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
5,056
Previous 5,459 7.38%
Holding current value
$1.73 Million
Previous $1.4 Million 1.43%
% of portfolio
0.63%
Previous 0.7%

Shares

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

Oct 18, 2024

SELL
$238.42 - $276.53 $96,083 - $111,441
-403 Reduced 7.38%
5,056 $1.38 Million
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $17,578 - $22,181
-70 Reduced 1.27%
5,459 $1.64 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $16,092 - $21,914
-82 Reduced 1.46%
5,529 $1.45 Million
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $15,677 - $18,540
-83 Reduced 1.46%
5,611 $1.19 Million
Q3 2022

Oct 17, 2022

SELL
$143.84 - $191.27 $17,548 - $23,334
-122 Reduced 2.1%
5,694 $819,000
Q2 2022

Jul 28, 2022

SELL
$155.6 - $218.85 $12,603 - $17,726
-81 Reduced 1.37%
5,816 $963,000
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $102,319 - $137,182
537 Added 10.02%
5,897 $1.25 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $210,128 - $263,466
850 Added 18.85%
5,360 $1.36 Million
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $3,079 - $3,728
15 Added 0.33%
4,510 $956,000
Q4 2020

Feb 08, 2021

BUY
$220.15 - $267.07 $989,574 - $1.2 Million
4,495 New
4,495 $1 Million

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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