A detailed history of Arete Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,234 shares of CRM stock, worth $1.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,234
Previous 4,234 -0.0%
Holding current value
$1.4 Million
Previous $1.14 Million -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $1.01 Million - $1.17 Million
4,234 New
4,234 $1.14 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $258,461 - $351,968
1,317 Added 22.05%
7,290 $1.92 Million
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $169,079 - $195,698
835 Added 16.25%
5,973 $1.21 Million
Q2 2023

Aug 09, 2023

SELL
$188.89 - $223.38 $118,622 - $140,282
-628 Reduced 10.89%
5,138 $1.09 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $83,980 - $124,462
623 Added 12.11%
5,766 $1.15 Million
Q4 2022

Feb 06, 2023

SELL
$128.21 - $165.27 $38,078 - $49,085
-297 Reduced 5.46%
5,143 $682,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $605,134 - $804,672
4,207 Added 341.2%
5,440 $782,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $99,895 - $140,501
-642 Reduced 34.24%
1,233 $204,000
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $102,129 - $136,926
-536 Reduced 22.23%
1,875 $398,000
Q4 2021

Feb 07, 2022

BUY
$247.21 - $309.96 $106,053 - $132,972
429 Added 21.64%
2,411 $613,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $29,693 - $35,703
125 Added 6.73%
1,982 $538,000
Q2 2021

Aug 09, 2021

SELL
$210.54 - $246.26 $457,713 - $535,369
-2,174 Reduced 53.93%
1,857 $214,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $177,199 - $214,533
863 Added 27.24%
4,031 $854,000
Q4 2020

Feb 08, 2021

SELL
$220.15 - $267.07 $78,153 - $94,809
-355 Reduced 10.08%
3,168 $704,000
Q3 2020

Nov 09, 2020

BUY
$185.51 - $281.25 $52,128 - $79,031
281 Added 8.67%
3,523 $873,000
Q2 2020

Aug 11, 2020

SELL
$134.06 - $191.65 $10,322 - $14,757
-77 Reduced 2.32%
3,242 $607,000
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $8,452 - $13,148
68 Added 2.09%
3,319 $478,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $266,299 - $308,677
1,871 Added 135.58%
3,251 $529,000
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $192,813 - $220,758
1,380 New
1,380 $205,000
Q4 2018

Feb 14, 2019

SELL
$120.67 - $159.86 $368,526 - $488,212
-3,054 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $25,921 - $30,321
189 Added 6.6%
3,054 $486,000
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $56,842 - $68,921
-493 Reduced 14.68%
2,865 $391,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $80,623 - $99,192
775 Added 30.0%
3,358 $391,000
Q4 2017

Feb 14, 2018

SELL
$93.94 - $108.8 $18,788 - $21,760
-200 Reduced 7.19%
2,583 $264,000
Q3 2017

Nov 15, 2017

BUY
$87.63 - $97.71 $243,874 - $271,926
2,783
2,783 $260,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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