A detailed history of Capital Directions Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 208 shares of CRM stock, worth $70,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
208
Previous 0 Infinity%
Holding current value
$70,397
Previous $30,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$128.21 - $165.27 $26,667 - $34,376
208 New
208 $27,000
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $57,967 - $77,081
-403 Closed
0 $30,000
Q2 2022

Jul 26, 2022

SELL
$155.6 - $218.85 $27,230 - $38,298
-175 Reduced 30.28%
403 $67,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $110,132 - $147,655
578 New
578 $123,000
Q4 2021

Feb 22, 2022

SELL
$247.21 - $309.96 $123,357 - $154,670
-499 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $22,804 - $27,420
96 Added 23.82%
499 $135,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $84,847 - $99,242
403 New
403 $98,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $42,708 - $51,706
-208 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $29,061 - $33,273
208 New
208 $31,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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