A detailed history of Cetera Investment Advisers transactions in Salesforce, Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 303,107 shares of CRM stock, worth $104 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
303,107
Previous 297,560 1.86%
Holding current value
$104 Million
Previous $76.5 Million 8.45%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $1.32 Million - $1.53 Million
5,547 Added 1.86%
303,107 $83 Million
Q2 2024

Aug 22, 2024

BUY
$218.01 - $304.74 $23,327 - $32,607
107 Added 0.04%
297,560 $76.5 Million
Q1 2024

May 24, 2024

BUY
$251.12 - $316.88 $66.1 Million - $83.4 Million
263,096 Added 765.77%
297,453 $89.6 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $4.33 Million - $5.46 Million
-17,239 Reduced 33.41%
34,357 $10.3 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $316,158 - $430,539
1,611 Added 3.22%
51,596 $13.6 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $95,170 - $110,153
470 Added 0.95%
49,985 $10.1 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $1.91 Million - $2.26 Million
10,098 Added 25.62%
49,515 $10.5 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $943 - $1,398
7 Added 0.02%
39,417 $7.87 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $2.07 Million - $2.67 Million
16,163 Added 69.53%
39,410 $5.23 Million
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $2.59 Million - $3.45 Million
-18,036 Reduced 43.69%
23,247 $3.34 Million
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $287,237 - $403,997
1,846 Added 4.68%
41,283 $6.81 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $486,258 - $651,933
2,552 Added 6.92%
39,437 $8.37 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $248,446 - $311,509
1,005 Added 2.8%
36,885 $9.37 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $570,357 - $685,797
2,401 Added 7.17%
35,880 $9.73 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $1.04 Million - $1.21 Million
4,929 Added 17.26%
33,479 $8.18 Million
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $340,231 - $411,913
-1,657 Reduced 5.49%
28,550 $6.05 Million
Q4 2020

Feb 17, 2021

BUY
$220.15 - $267.07 $6.23 Million - $7.56 Million
28,304 Added 1487.34%
30,207 $6.72 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $133,567 - $202,500
720 Added 60.86%
1,903 $478,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $158,592 - $226,721
1,183 New
1,183 $222,000
Q1 2020

May 08, 2020

SELL
$124.3 - $193.36 $185,082 - $287,913
-1,489 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$142.33 - $164.98 $211,929 - $245,655
1,489 New
1,489 $244,000
Q3 2019

Nov 06, 2019

SELL
$139.72 - $159.97 $259,599 - $297,224
-1,858 Closed
0 $0
Q2 2019

Aug 12, 2019

BUY
$145.1 - $165.96 $20,749 - $23,732
143 Added 8.34%
1,858 $282,000
Q1 2019

May 06, 2019

BUY
$130.4 - $166.95 $10,432 - $13,356
80 Added 4.89%
1,715 $271,000
Q4 2018

Feb 15, 2019

BUY
$120.67 - $159.86 $24,858 - $32,931
206 Added 14.42%
1,635 $224,000
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $211,896 - $247,864
-1,545 Reduced 51.95%
1,429 $228,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,974
2,974 $257,000

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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers 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 Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.