Capital Investment Advisors, LLC Salesforce, Inc. Transaction History

Capital Investment Advisors, LLC

$4.79 Billion
Q3 2024

A detailed history of Capital Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 6,639 shares of CRM stock, worth $2.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,639

Previous 6,646 0.11%

Holding current value

$2.23 Million

Previous $1.71 Million 6.38%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$238.42 - $276.53 $1,668 - $1,935	-7 Reduced 0.11%	6,639 $1.82 Million
Q2 2024 Jul 12, 2024	BUY	$218.01 - $304.74 $46,218 - $64,604	212 Added 3.29%	6,646 $1.71 Million
Q1 2024 Apr 15, 2024	SELL	$251.12 - $316.88 $33,901 - $42,778	-135 Reduced 2.06%	6,434 $1.94 Million
Q4 2023 Jan 05, 2024	SELL	$196.25 - $267.25 $2,943 - $4,008	-15 Reduced 0.23%	6,569 $1.73 Million
Q3 2023 Oct 16, 2023	BUY	$202.49 - $234.37 $174,951 - $202,495	864 Added 15.1%	6,584 $1.34 Million
Q2 2023 Jul 11, 2023	SELL	$188.89 - $223.38 $30,411 - $35,964	-161 Reduced 2.74%	5,720 $1.21 Million
Q1 2023 Apr 10, 2023	BUY	$134.8 - $199.78 $134 - $199	1 Added 0.02%	5,881 $1.17 Million
Q4 2022 Jan 05, 2023	SELL	$128.21 - $165.27 $20,641 - $26,608	-161 Reduced 2.67%	5,880 $780,000
Q3 2022 Oct 05, 2022	SELL	$143.84 - $191.27 $5,897 - $7,842	-41 Reduced 0.67%	6,041 $869,000
Q2 2022 Jul 06, 2022	BUY	$155.6 - $218.85 $72,509 - $101,984	466 Added 8.3%	6,082 $1 Million
Q1 2022 Apr 13, 2022	BUY	$190.54 - $255.46 $117,372 - $157,363	616 Added 12.32%	5,616 $1.19 Million
Q4 2021 Jan 10, 2022	BUY	$247.21 - $309.96 $66,746 - $83,689	270 Added 5.71%	5,000 $1.27 Million
Q3 2021 Oct 13, 2021	BUY	$237.55 - $285.63 $198,354 - $238,501	835 Added 21.44%	4,730 $1.28 Million
Q2 2021 Jul 14, 2021	SELL	$210.54 - $246.26 $42,108 - $49,252	-200 Reduced 4.88%	3,895 $951,000
Q1 2021 Apr 27, 2021	BUY	$205.33 - $248.59 $181,101 - $219,256	882 Added 27.45%	4,095 $868,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $452,628 - $549,095	2,056 Added 177.7%	3,213 $715,000
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $9,089 - $13,781	49 Added 4.42%	1,157 $291,000
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $148,538 - $212,348	1,108 New	1,108 $208,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $336B
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...

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Capital Investment Advisors, LLC Salesforce, Inc. Transaction History