A detailed history of Caerus Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 1,831 shares of CRM stock, worth $434,001. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,831
Holding current value
$434,001
% of portfolio
0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025

BUY
$231.66 - $273.65 $424,169 - $501,053
1,831 New
1,831 $433,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $165,769 - $222,250
-870 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $215,072 - $269,665
870 New
870 $221,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • 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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