A detailed history of Capital Asset Advisory Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 953 shares of CRM stock, worth $325,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
953
Previous 823 15.8%
Holding current value
$325,945
Previous $211,000 23.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $30,994 - $35,948
130 Added 15.8%
953 $260,000
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $21,146 - $29,559
-97 Reduced 10.54%
823 $211,000
Q1 2024

Apr 16, 2024

SELL
$251.12 - $316.88 $15,820 - $19,963
-63 Reduced 6.41%
920 $277,000
Q4 2023

Jan 09, 2024

SELL
$196.25 - $267.25 $21,783 - $29,664
-111 Reduced 10.15%
983 $258,000
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $221,524 - $256,400
1,094 New
1,094 $221,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $58,098 - $86,105
-431 Reduced 29.5%
1,030 $205,000
Q4 2022

Mar 08, 2023

SELL
$128.21 - $165.27 $5,513 - $7,106
-43 Reduced 2.86%
1,461 $193,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $110,756 - $147,277
-770 Reduced 33.86%
1,504 $216,000
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $78,266 - $110,081
-503 Reduced 18.11%
2,274 $375,000
Q1 2022

Apr 29, 2022

SELL
$190.54 - $255.46 $94,698 - $126,963
-497 Reduced 15.18%
2,777 $590,000
Q4 2021

Feb 04, 2022

SELL
$247.21 - $309.96 $177,002 - $221,931
-716 Reduced 17.94%
3,274 $832,000
Q3 2021

Oct 14, 2021

SELL
$237.55 - $285.63 $246,814 - $296,769
-1,039 Reduced 20.66%
3,990 $1.08 Million
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $121,060 - $141,599
-575 Reduced 10.26%
5,029 $1.23 Million
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $215,391 - $260,770
1,049 Added 23.03%
5,604 $1.19 Million
Q4 2020

Mar 02, 2021

BUY
$220.15 - $267.07 $202,538 - $245,704
920 Added 25.31%
4,555 $1.01 Million
Q3 2020

Nov 18, 2020

BUY
$185.51 - $281.25 $12,614 - $19,125
68 Added 1.91%
3,635 $913,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $94,646 - $135,304
706 Added 24.68%
3,567 $685,000
Q1 2020

May 18, 2020

BUY
$124.3 - $193.36 $56,183 - $87,398
452 Added 18.76%
2,861 $485,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $335,756 - $389,187
2,359 Added 4718.0%
2,409 $456,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $7,116 - $8,249
50 New
50 $347,000

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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