A detailed history of Aveo Capital Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 1,479 shares of CRM stock, worth $394,597. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,479
Previous 1,717 13.86%
Holding current value
$394,597
Previous $517,000 26.5%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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
Track This Portfolio

Track Aveo Capital Partners, LLC Portfolio

Follow Aveo Capital Partners, 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 Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.