A detailed history of Benchmark Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 1,130 shares of CRM stock, worth $388,324. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,130
Previous 1,125 0.44%
Holding current value
$388,324
Previous $289,000 6.92%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $1,192 - $1,382
5 Added 0.44%
1,130 $309,000
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $44,699 - $56,404
-178 Reduced 13.66%
1,125 $338,000
Q4 2023

May 15, 2024

BUY
$196.25 - $267.25 $88,116 - $119,995
449 Added 52.58%
1,303 $342,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $167,597 - $228,231
854 New
854 $224,000
Q4 2022

Feb 21, 2023

SELL
$128.21 - $165.27 $117,953 - $152,048
-920 Reduced 18.76%
3,985 $528,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $320,044 - $425,575
2,225 Added 83.02%
4,905 $706,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $79,978 - $112,488
-514 Reduced 16.09%
2,680 $442,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $17,148 - $22,991
90 Added 2.9%
3,194 $678,000
Q4 2021

Feb 16, 2022

BUY
$247.21 - $309.96 $767,339 - $962,115
3,104 New
3,104 $789,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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