A detailed history of Aveo Capital Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 1,645 shares of CRM stock, worth $545,564. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,645
Previous 1,479 11.22%
Holding current value
$545,564
Previous $380,000 18.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $39,577 - $45,903
166 Added 11.22%
1,645 $450,000
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $51,886 - $72,528
-238 Reduced 13.86%
1,479 $380,000
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $28,125 - $35,490
112 Added 6.98%
1,717 $517,000
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $97,340 - $132,556
496 Added 44.72%
1,605 $422,000
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $20,249 - $23,437
100 Added 9.91%
1,109 $224,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $190,590 - $225,390
1,009 New
1,009 $213,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $6,535 - $9,191
42 Added 3.34%
1,298 $214,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $3,048 - $4,087
-16 Reduced 1.26%
1,256 $267,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $8,405 - $10,538
34 Added 2.75%
1,272 $323,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $88,368 - $106,254
372 Added 42.96%
1,238 $336,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $182,327 - $213,261
866 New
866 $212,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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