A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 1,215 shares of CRM stock, worth $415,189. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,215
Previous 1,240 2.02%
Holding current value
$415,189
Previous $318,000 4.4%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $5,960 - $6,913
-25 Reduced 2.02%
1,215 $332,000
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $22,349 - $28,202
89 Added 7.73%
1,240 $373,000
Q4 2023

Jan 09, 2024

SELL
$196.25 - $267.25 $3,336 - $4,543
-17 Reduced 1.46%
1,151 $302,000
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $236,508 - $273,744
1,168 New
1,168 $236,000
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $151,110 - $223,953
1,121 New
1,121 $223,000
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $10,068 - $13,388
-70 Reduced 4.73%
1,409 $203,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $189,209 - $266,121
-1,216 Reduced 45.12%
1,479 $247,000
Q1 2022

Apr 29, 2022

BUY
$190.54 - $255.46 $41,537 - $55,690
218 Added 8.8%
2,695 $572,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $2,719 - $3,409
11 Added 0.45%
2,477 $629,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $39,670 - $47,700
167 Added 7.26%
2,466 $669,000
Q2 2021

Nov 12, 2021

SELL
$210.54 - $246.26 $41,897 - $49,005
-199 Reduced 7.97%
2,299 $562,000
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $185,002 - $223,979
-901 Reduced 26.51%
2,498 $529,000
Q4 2020

Feb 18, 2021

BUY
$220.15 - $267.07 $659,349 - $799,874
2,995 Added 741.34%
3,399 $756,000
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $74,946 - $113,625
404 New
404 $102,000

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
Track This Portfolio

Track Capital Advisory Group Advisory Services, LLC Portfolio

Follow Capital Advisory Group Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.