A detailed history of Apexium Financial, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Apexium Financial, LP holds 1,564 shares of CRM stock, worth $534,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,564
Previous 1,607 2.68%
Holding current value
$534,465
Previous $413,000 3.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $10,252 - $11,890
-43 Reduced 2.68%
1,564 $428,000
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $40,549 - $56,681
-186 Reduced 10.37%
1,607 $413,000
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $19,085 - $24,082
76 Added 4.43%
1,793 $540,000
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $12,167 - $16,569
62 Added 3.75%
1,717 $451,000
Q3 2023

Oct 24, 2023

SELL
$202.49 - $234.37 $5,062 - $5,859
-25 Reduced 1.49%
1,655 $335,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $4,155 - $4,914
22 Added 1.33%
1,680 $354,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $897 - $1,156
7 Added 0.42%
1,658 $219,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $237,479 - $315,786
1,651 New
1,651 $238,000

Others Institutions Holding CRM

About Salesforce, Inc.


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