A detailed history of Capital Analysts, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Analysts, LLC holds 14,132 shares of CRM stock, worth $3.72 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,132
Previous 14,001 0.94%
Holding current value
$3.72 Million
Previous $3.68 Million 15.53%
% of portfolio
0.2%
Previous 0.19%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $32,896 - $41,511
131 Added 0.94%
14,132 $4.26 Million
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $201,352 - $274,198
1,026 Added 7.91%
14,001 $3.68 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $129,796 - $150,231
641 Added 5.2%
12,975 $2.63 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $67,622 - $79,970
-358 Reduced 2.82%
12,334 $2.61 Million
Q1 2023

May 05, 2023

SELL
$134.8 - $199.78 $109,862 - $162,820
-815 Reduced 6.03%
12,692 $2.54 Million
Q4 2022

Feb 08, 2023

BUY
$128.21 - $165.27 $229,880 - $296,329
1,793 Added 15.31%
13,507 $1.79 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $12,370 - $16,449
86 Added 0.74%
11,714 $1.69 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $715,137 - $1.01 Million
-4,596 Reduced 28.33%
11,628 $1.92 Million
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $58,876 - $78,937
309 Added 1.94%
16,224 $3.45 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $421,740 - $528,791
1,706 Added 12.01%
15,915 $4.04 Million
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $130,890 - $157,382
551 Added 4.03%
14,209 $3.85 Million
Q2 2021

Nov 15, 2021

SELL
$210.54 - $246.26 $57,898 - $67,721
-275 Reduced 1.97%
13,658 $3.34 Million
Q2 2021

Aug 05, 2021

BUY
$210.54 - $246.26 $136,008 - $159,083
646 Added 4.86%
13,933 $3.4 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $886,409 - $1.07 Million
4,317 Added 48.13%
13,287 $2.82 Million
Q4 2020

Feb 16, 2021

SELL
$220.15 - $267.07 $318,557 - $386,450
-1,447 Reduced 13.89%
8,970 $2 Million
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $371,947 - $563,906
2,005 Added 23.83%
10,417 $2.62 Million
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $66,493 - $95,058
-496 Reduced 5.57%
8,412 $1.58 Million
Q1 2020

May 08, 2020

SELL
$124.3 - $193.36 $13,300 - $20,689
-107 Reduced 1.19%
8,908 $1.28 Million
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $57,643 - $66,816
405 Added 4.7%
9,015 $1.47 Million
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $18,023 - $20,636
129 Added 1.52%
8,610 $1.28 Million
Q2 2019

Aug 13, 2019

SELL
$145.1 - $165.96 $149,307 - $170,772
-1,029 Reduced 10.82%
8,481 $1.29 Million
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $17,864 - $22,872
137 Added 1.46%
9,510 $1.51 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $965,360 - $1.28 Million
8,000 Added 582.67%
9,373 $1.28 Million
Q3 2018

Nov 07, 2018

SELL
$137.15 - $160.43 $23,726 - $27,754
-173 Reduced 11.19%
1,373 $0
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $26,007 - $31,997
250 Added 19.29%
1,546 $180,000
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $34,475 - $39,929
367 Added 39.5%
1,296 $132,000
Q4 2017

Feb 12, 2018

SELL
$93.94 - $108.8 $34,475 - $39,929
-367 Reduced 28.32%
929 $76,000
Q3 2017

Nov 06, 2017

BUY
$87.63 - $97.71 $113,568 - $126,632
1,296
1,296 $121,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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