A detailed history of Cary Street Partners Investment Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 32,504 shares of CRM stock, worth $11.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
32,504
Previous 33,015 1.55%
Holding current value
$11.2 Million
Previous $8.49 Million 4.81%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Oct 30, 2024

SELL
$238.42 - $276.53 $121,832 - $141,306
-511 Reduced 1.55%
32,504 $8.9 Million
Q2 2024

Jul 22, 2024

BUY
$218.01 - $304.74 $34,009 - $47,539
156 Added 0.47%
33,015 $8.49 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $613,988 - $774,771
2,445 Added 8.04%
32,859 $9.9 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $5.72 Million - $7.79 Million
29,139 Added 2285.41%
30,414 $8 Million
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $5.53 Million - $7.53 Million
-28,177 Reduced 95.67%
1,275 $335,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $635,211 - $735,218
3,137 Added 11.92%
29,452 $5.97 Million
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $208,723 - $246,834
1,105 Added 4.38%
26,315 $5.56 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $44,618 - $66,127
331 Added 1.33%
25,210 $5.04 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $957,344 - $1.23 Million
-7,467 Reduced 23.08%
24,879 $3.3 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $244,528 - $325,159
1,700 Added 5.55%
32,346 $4.65 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $4.61 Million - $6.48 Million
29,597 Added 2821.45%
30,646 $5.06 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $43,062 - $57,733
-226 Reduced 17.73%
1,049 $223,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $98,142 - $123,054
397 Added 45.22%
1,275 $324,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $11,877 - $14,281
50 Added 6.04%
878 $238,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $174,327 - $203,903
828 New
828 $202,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $199,375 - $241,380
-971 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $68,906 - $83,592
313 Added 47.57%
971 $216,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $122,065 - $185,062
658 New
658 $165,000

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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