A detailed history of Ars Wealth Advisors Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 2,852 shares of CRM stock, worth $974,585. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,852
Previous 2,861 0.31%
Holding current value
$974,585
Previous $735,000 6.12%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $2,145 - $2,488
-9 Reduced 0.31%
2,852 $780,000
Q2 2024

Jul 19, 2024

SELL
$218.01 - $304.74 $47,090 - $65,823
-216 Reduced 7.02%
2,861 $735,000
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $27,372 - $34,539
-109 Reduced 3.42%
3,077 $926,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $108,722 - $148,056
-554 Reduced 14.81%
3,186 $838,000
Q3 2023

Oct 26, 2023

BUY
$202.49 - $234.37 $42,522 - $49,217
210 Added 5.95%
3,740 $758,000
Q2 2023

Jul 18, 2023

SELL
$188.89 - $223.38 $156,778 - $185,405
-830 Reduced 19.04%
3,530 $745,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $141,135 - $209,169
-1,047 Reduced 19.36%
4,360 $871,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $297,831 - $383,922
-2,323 Reduced 30.05%
5,407 $717,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $1.11 Million - $1.48 Million
7,730 New
7,730 $1.11 Million
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $1.23 Million - $1.64 Million
-8,581 Closed
0 $1.11 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $50,258 - $70,688
-323 Reduced 3.63%
8,581 $1.42 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $78,693 - $105,504
-413 Reduced 4.43%
8,904 $1.89 Million
Q4 2021

Feb 08, 2022

SELL
$247.21 - $309.96 $28,429 - $35,645
-115 Reduced 1.22%
9,317 $2.37 Million
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $2.24 Million - $2.69 Million
9,432 New
9,432 $2.56 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 $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
Track This Portfolio

Track Ars Wealth Advisors Group, LLC Portfolio

Follow Ars Wealth Advisors 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 Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.