A detailed history of Andesa Financial Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Andesa Financial Management Inc. holds 5,003 shares of CRM stock, worth $1.26 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,003
Previous 2,519 98.61%
Holding current value
$1.26 Million
Previous $334,000 199.1%
% of portfolio
0.3%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $334,843 - $496,253
2,484 Added 98.61%
5,003 $999,000
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $181,929 - $234,518
-1,419 Reduced 36.03%
2,519 $334,000
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $148,586 - $197,581
1,033 Added 35.56%
3,938 $569,000
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $108,608 - $152,757
698 Added 31.63%
2,905 $479,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $19,054 - $25,546
100 Added 4.75%
2,207 $469,000
Q4 2021

Jan 27, 2022

BUY
$247.21 - $309.96 $40,048 - $50,213
162 Added 8.33%
2,107 $535,000
Q3 2021

Oct 13, 2021

SELL
$237.55 - $285.63 $106,659 - $128,247
-449 Reduced 18.76%
1,945 $527,000
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $9,684 - $11,327
46 Added 1.96%
2,394 $583,000
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $91,577 - $110,871
446 Added 23.45%
2,348 $497,000
Q4 2020

Feb 11, 2021

SELL
$220.15 - $267.07 $374,034 - $453,751
-1,699 Reduced 47.18%
1,902 $422,000
Q3 2020

Nov 09, 2020

BUY
$185.51 - $281.25 $207,029 - $313,875
1,116 Added 44.91%
3,601 $905,000
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $144,784 - $206,982
1,080 Added 76.87%
2,485 $465,000
Q1 2020

Apr 21, 2020

SELL
$124.3 - $193.36 $1,740 - $2,707
-14 Reduced 0.99%
1,405 $202,000
Q4 2019

Jan 31, 2020

SELL
$142.33 - $164.98 $16,367 - $18,972
-115 Reduced 7.5%
1,419 $230,000
Q3 2019

Nov 08, 2019

SELL
$139.72 - $159.97 $19,700 - $22,555
-141 Reduced 8.42%
1,534 $227,000
Q2 2019

Jul 30, 2019

SELL
$145.1 - $165.96 $225,920 - $258,399
-1,557 Reduced 48.17%
1,675 $252,000
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $226,113 - $289,491
1,734 Added 115.75%
3,232 $510,000
Q4 2018

Jan 24, 2019

BUY
$120.67 - $159.86 $180,763 - $239,470
1,498 New
1,498 $204,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $252B
  • 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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