A detailed history of Capital Performance Advisors LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Performance Advisors LLP holds 1,963 shares of CRM stock, worth $671,385. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,963
Previous 1,703 15.27%
Holding current value
$671,385
Previous $437,000 22.88%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $61,989 - $71,897
260 Added 15.27%
1,963 $537,000
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $4,142 - $5,790
19 Added 1.13%
1,703 $437,000
Q1 2024

Apr 26, 2024

BUY
$251.12 - $316.88 $8,035 - $10,140
32 Added 1.94%
1,684 $507,000
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $12,756 - $17,371
65 Added 4.1%
1,652 $434,000
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $6,800 - $8,041
-36 Reduced 2.22%
1,587 $335,000
Q1 2023

May 08, 2023

BUY
$134.8 - $199.78 $3,100 - $4,594
23 Added 1.44%
1,623 $324,000
Q4 2022

Feb 06, 2023

SELL
$128.21 - $165.27 $3,205 - $4,131
-25 Reduced 1.54%
1,600 $212,000
Q3 2022

Oct 26, 2022

SELL
$143.84 - $191.27 $11,075 - $14,727
-77 Reduced 4.52%
1,625 $234,000
Q2 2022

Jul 26, 2022

BUY
$155.6 - $218.85 $11,981 - $16,851
77 Added 4.74%
1,702 $281,000
Q4 2021

Jan 28, 2022

BUY
$247.21 - $309.96 $401,716 - $503,684
1,625 New
1,625 $346,000

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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