A detailed history of Alterity Financial Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Alterity Financial Group, LLC holds 4,245 shares of CRM stock, worth $1.04 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
4,245
Previous 4,320 1.74%
Holding current value
$1.04 Million
Previous $876,000 27.51%
% of portfolio
1.6%
Previous 1.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

SELL
$196.25 - $267.25 $14,718 - $20,043
-75 Reduced 1.74%
4,245 $1.12 Million
Q3 2023

Oct 27, 2023

SELL
$202.49 - $234.37 $597,345 - $691,391
-2,950 Reduced 40.58%
4,320 $876,000
Q2 2023

Jul 18, 2023

SELL
$188.89 - $223.38 $396,669 - $469,098
-2,100 Reduced 22.41%
7,270 $1.54 Million
Q1 2023

May 04, 2023

SELL
$134.8 - $199.78 $34,374 - $50,943
-255 Reduced 2.65%
9,370 $1.87 Million
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $31,411 - $40,491
-245 Reduced 2.48%
9,625 $1.28 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $15,103 - $20,083
-105 Reduced 1.05%
9,870 $1.42 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $413,118 - $581,046
-2,655 Reduced 21.02%
9,975 $1.65 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $545,098 - $683,461
2,205 Added 21.15%
12,630 $3.21 Million
Q1 2021

Apr 28, 2022

BUY
$205.33 - $248.59 $2.14 Million - $2.59 Million
10,425 New
10,425 $2.21 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 $244B
  • 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 Alterity Financial Group, LLC Portfolio

Follow Alterity Financial Group, 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 Alterity Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alterity Financial Group, LLC with notifications on news.