A detailed history of Carson Advisory Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Carson Advisory Inc. holds 1,956 shares of CRM stock, worth $668,404. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,956
Previous 1,938 0.93%
Holding current value
$668,404
Previous $498,000 7.43%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $4,291 - $4,977
18 Added 0.93%
1,956 $535,000
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $204,057 - $285,236
936 Added 93.41%
1,938 $498,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 1.01%
1,002 $301,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $21,783 - $29,664
-111 Reduced 10.06%
992 $261,000
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $4,252 - $4,921
21 Added 1.94%
1,103 $223,000
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $204,378 - $241,697
1,082 New
1,082 $228,000

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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