A detailed history of Avantax Planning Partners, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,305 shares of CRM stock, worth $1.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,305
Previous 5,393 1.63%
Holding current value
$1.42 Million
Previous $1.62 Million 16.07%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 09, 2024

SELL
$218.01 - $304.74 $19,184 - $26,817
-88 Reduced 1.63%
5,305 $1.36 Million
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $202,653 - $255,722
807 Added 17.6%
5,393 $1.62 Million
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $108,133 - $147,254
-551 Reduced 10.73%
4,586 $1.21 Million
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $11,946 - $13,827
-59 Reduced 1.14%
5,137 $1.04 Million
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $27,389 - $32,390
-145 Reduced 2.71%
5,196 $1.1 Million
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $218,780 - $324,242
-1,623 Reduced 23.31%
5,341 $1.07 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $48,463 - $62,472
-378 Reduced 5.15%
6,964 $923,000
Q3 2022

Oct 14, 2022

SELL
$143.84 - $191.27 $12,514 - $16,640
-87 Reduced 1.17%
7,342 $1.06 Million
Q2 2022

Jul 18, 2022

BUY
$155.6 - $218.85 $341,386 - $480,156
2,194 Added 41.91%
7,429 $1.23 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $82,313 - $110,358
432 Added 8.99%
5,235 $1.11 Million
Q4 2021

Jan 28, 2022

BUY
$247.21 - $309.96 $30,406 - $38,125
123 Added 2.63%
4,803 $1.22 Million
Q3 2021

Oct 27, 2021

SELL
$237.55 - $285.63 $242,776 - $291,913
-1,022 Reduced 17.92%
4,680 $1.27 Million
Q2 2021

Aug 10, 2021

SELL
$210.54 - $246.26 $161,484 - $188,881
-767 Reduced 11.86%
5,702 $1.39 Million
Q1 2021

May 06, 2021

SELL
$205.33 - $248.59 $226,068 - $273,697
-1,101 Reduced 14.54%
6,469 $1.37 Million
Q4 2020

Feb 04, 2021

SELL
$220.15 - $267.07 $323,180 - $392,058
-1,468 Reduced 16.24%
7,570 $1.69 Million
Q3 2020

Oct 28, 2020

SELL
$185.51 - $281.25 $141,173 - $214,031
-761 Reduced 7.77%
9,038 $2.27 Million
Q2 2020

Jul 15, 2020

BUY
$134.06 - $191.65 $615,067 - $879,290
4,588 Added 88.04%
9,799 $1.84 Million
Q1 2020

Apr 27, 2020

BUY
$124.3 - $193.36 $132,752 - $206,508
1,068 Added 25.78%
5,211 $750,000
Q4 2019

Jan 15, 2020

SELL
$142.33 - $164.98 $9,536 - $11,053
-67 Reduced 1.59%
4,143 $674,000
Q3 2019

Nov 08, 2019

BUY
$139.72 - $159.97 $83,273 - $95,342
596 Added 16.49%
4,210 $625,000
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $19,588 - $22,404
135 Added 3.88%
3,614 $552,000
Q1 2019

May 08, 2019

BUY
$130.4 - $166.95 $124,532 - $159,437
955 Added 37.84%
3,479 $551,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $25,944 - $34,369
215 Added 9.31%
2,524 $346,000
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $35,796 - $41,872
-261 Reduced 10.16%
2,309 $367,000
Q2 2018

Aug 13, 2018

SELL
$115.3 - $139.8 $30,439 - $36,907
-264 Reduced 9.32%
2,570 $350,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $6,137 - $7,551
59 Added 2.13%
2,834 $330,000
Q4 2017

Feb 09, 2018

SELL
$93.94 - $108.8 $134,334 - $155,584
-1,430 Reduced 34.01%
2,775 $284,000
Q3 2017

Oct 19, 2017

BUY
$87.63 - $97.71 $368,484 - $410,870
4,205
4,205 $393,000

Others Institutions Holding CRM

About Salesforce, Inc.


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