A detailed history of Avidian Wealth Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,202 shares of CRM stock, worth $745,266. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,202
Previous 1,529 44.02%
Holding current value
$745,266
Previous $393,000 53.18%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $160,456 - $186,104
673 Added 44.02%
2,202 $602,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $46,436 - $64,909
213 Added 16.19%
1,529 $393,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $330,473 - $417,014
1,316 New
1,316 $396,000
Q3 2023

Oct 13, 2023

SELL
$202.49 - $234.37 $7.9 Million - $9.15 Million
-39,026 Reduced 96.32%
1,489 $301,000
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $7.02 Million - $8.31 Million
37,190 Added 1118.5%
40,515 $8.56 Million
Q1 2023

May 08, 2023

SELL
$134.8 - $199.78 $61,738 - $91,499
-458 Reduced 12.11%
3,325 $664,000
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $234,111 - $301,783
1,826 Added 93.31%
3,783 $501,000
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $33,227 - $44,183
231 Added 13.38%
1,957 $281,000
Q2 2022

Jul 29, 2022

SELL
$155.6 - $218.85 $28,786 - $40,487
-185 Reduced 9.68%
1,726 $285,000
Q1 2022

May 10, 2022

SELL
$190.54 - $255.46 $444,148 - $595,477
-2,331 Reduced 54.95%
1,911 $406,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $641,262 - $804,036
2,594 Added 157.4%
4,242 $1.08 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $22,092 - $26,563
93 Added 5.98%
1,648 $447,000
Q2 2021

Aug 09, 2021

BUY
$210.54 - $246.26 $49,897 - $58,363
237 Added 17.98%
1,555 $380,000
Q1 2021

May 05, 2021

SELL
$205.33 - $248.59 $30,388 - $36,791
-148 Reduced 10.1%
1,318 $279,000
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $142,657 - $173,061
648 Added 79.22%
1,466 $326,000
Q3 2020

Nov 06, 2020

BUY
$185.51 - $281.25 $151,747 - $230,062
818 New
818 $206,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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