A detailed history of Capital Advisors, Ltd. LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 756 shares of CRM stock, worth $250,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares
756
Previous 742 1.89%
Holding current value
$250,727
Previous $191,000 8.38%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$238.42 - $276.53 $3,337 - $3,871
14 Added 1.89%
756 $207,000
Q2 2024

Jul 25, 2024

SELL
$218.01 - $304.74 $2,398 - $3,352
-11 Reduced 1.46%
742 $191,000
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $6,529 - $8,238
26 Added 3.58%
753 $227,000
Q2 2023

Jul 26, 2023

BUY
$188.89 - $223.38 $102,000 - $120,625
540 Added 288.77%
727 $154,000
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $67,804 - $100,489
-503 Reduced 72.9%
187 $37,000
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $59,617 - $76,850
465 Added 206.67%
690 $19,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $2,876 - $3,825
-20 Reduced 8.16%
225 $32,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $2,800 - $3,939
18 Added 7.93%
245 $40,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $3,048 - $4,087
16 Added 7.58%
227 $48,000
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $27,440 - $34,405
111 Added 111.0%
211 $54,000
Q3 2017

Oct 25, 2017

BUY
$87.63 - $97.71 $8,763 - $9,771
100
100 $9,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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