A detailed history of Ameritas Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 7,868 shares of CRM stock, worth $2.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,868
Previous 7,451 5.6%
Holding current value
$2.1 Million
Previous $2.24 Million 9.89%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 29, 2024

BUY
$218.01 - $304.74 $90,910 - $127,076
417 Added 5.6%
7,868 $2.02 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $33,901 - $42,778
-135 Reduced 1.78%
7,451 $2.24 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $83,406 - $113,581
425 Added 5.93%
7,586 $2 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $1.11 Million - $1.28 Million
5,471 Added 323.73%
7,161 $1.45 Million
Q2 2023

Jul 25, 2023

SELL
$188.89 - $223.38 $869,460 - $1.03 Million
-4,603 Reduced 73.14%
1,690 $357,000
Q1 2023

Apr 28, 2023

SELL
$134.8 - $199.78 $41,922 - $62,131
-311 Reduced 4.71%
6,293 $1.26 Million
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $8,205 - $10,577
64 Added 0.98%
6,604 $875,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $80,406 - $106,919
559 Added 9.35%
6,540 $941,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $5,446 - $7,659
-35 Reduced 0.58%
5,981 $987,000
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $69,547 - $93,242
365 Added 6.46%
6,016 $1.28 Million
Q4 2021

Feb 07, 2022

BUY
$247.21 - $309.96 $1.4 Million - $1.75 Million
5,651 New
5,651 $1.44 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 $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 Ameritas Advisory Services, LLC Portfolio

Follow Ameritas Advisory Services, 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 Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.