A detailed history of Captrust Financial Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 52,069 shares of CRM stock, worth $17.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
52,069
Previous 51,487 1.13%
Holding current value
$17.9 Million
Previous $13.2 Million 7.66%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $138,760 - $160,940
582 Added 1.13%
52,069 $14.3 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $121,213 - $169,435
-556 Reduced 1.07%
51,487 $13.2 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $4.61 Million - $5.81 Million
-18,346 Reduced 26.06%
52,043 $15.7 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $1.42 Million - $1.93 Million
7,214 Added 11.42%
70,389 $18.5 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $1.02 Million - $1.18 Million
5,023 Added 8.64%
63,175 $12.8 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $1.08 Million - $1.28 Million
5,730 Added 10.93%
58,152 $12.3 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $4,313 - $6,392
32 Added 0.06%
52,422 $10.5 Million
Q4 2022

Feb 15, 2023

SELL
$128.21 - $165.27 $101,798 - $131,224
-794 Reduced 1.49%
52,390 $6.95 Million
Q3 2022

Nov 16, 2022

BUY
$143.84 - $191.27 $1.17 Million - $1.56 Million
8,144 Added 18.08%
53,184 $7.65 Million
Q2 2022

Aug 23, 2022

SELL
$155.6 - $218.85 $560,160 - $787,860
-3,600 Reduced 7.4%
45,040 $7.43 Million
Q2 2022

Aug 16, 2022

BUY
$155.6 - $218.85 $2.07 Million - $2.91 Million
13,282 Added 37.56%
48,640 $8.03 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $671,081 - $899,730
3,522 Added 11.06%
35,358 $7.51 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $1.15 Million - $1.44 Million
4,658 Added 17.14%
31,836 $8.09 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $1.22 Million - $1.47 Million
5,141 Added 23.33%
27,178 $7.37 Million
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $164,431 - $192,329
-781 Reduced 3.42%
22,037 $5.38 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $75,150 - $90,983
366 Added 1.63%
22,818 $4.83 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $124,825 - $151,428
567 Added 2.59%
22,452 $5 Million
Q3 2020

Nov 17, 2020

SELL
$185.51 - $281.25 $161,393 - $244,687
-870 Reduced 3.82%
21,885 $5.55 Million
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $18.1 Million - $25.9 Million
-135,231 Reduced 85.6%
22,755 $4.37 Million
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $592,538 - $921,747
-4,767 Reduced 2.93%
157,986 $21.2 Million
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $21.8 Million - $25.3 Million
153,360 Added 1632.71%
162,753 $27.2 Million
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $106,047 - $121,417
759 Added 8.79%
9,393 $1.39 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $67,036 - $76,673
462 Added 5.65%
8,634 $1.31 Million
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $104,450 - $133,726
801 Added 10.87%
8,172 $1.29 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $79,521 - $105,347
659 Added 9.82%
7,371 $1.01 Million
Q3 2018

Nov 15, 2018

BUY
$137.15 - $160.43 $29,212 - $34,171
213 Added 3.28%
6,712 $1.07 Million
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $179,752 - $217,948
1,559 Added 31.56%
6,499 $886,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $13,211 - $16,254
127 Added 2.64%
4,940 $570,000
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $452,133 - $523,654
4,813
4,813 $492,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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