A detailed history of Canvas Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 838 shares of CRM stock, worth $286,361. This represents 0.06% of its overall portfolio holdings.

Number of Shares
838
Holding current value
$286,361
% of portfolio
0.06%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $199,795 - $231,732
838 New
838 $229,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $223,747 - $282,340
891 New
891 $268,000
Q3 2022

Oct 28, 2022

BUY
$143.84 - $191.27 $208,855 - $277,724
1,452 New
1,452 $232,000
Q2 2022

Jul 25, 2022

SELL
$155.6 - $218.85 $839,617 - $1.18 Million
-5,396 Closed
0 $0
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $257,419 - $345,126
-1,351 Reduced 20.02%
5,396 $962,000
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $136,212 - $170,787
551 Added 8.89%
6,747 $1.72 Million
Q3 2021

Oct 15, 2021

SELL
$237.55 - $285.63 $58,199 - $69,979
-245 Reduced 3.8%
6,196 $1.68 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $639,409 - $747,891
3,037 Added 89.22%
6,441 $1.57 Million
Q1 2021

Apr 26, 2021

BUY
$205.33 - $248.59 $698,943 - $846,200
3,404 New
3,404 $779,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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