A detailed history of Capital Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 6,646 shares of CRM stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,646
Previous 6,434 3.29%
Holding current value
$1.69 Million
Previous $1.94 Million 11.82%
% of portfolio
0.04%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $255B
  • 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 Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, 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 Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.