A detailed history of Checchi Capital Advisers, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 21,197 shares of CRM stock, worth $6.83 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,197
Previous 20,649 2.65%
Holding current value
$6.83 Million
Previous $5.31 Million 9.29%
% of portfolio
0.33%
Previous 0.28%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $130,654 - $151,538
548 Added 2.65%
21,197 $5.8 Million
Q2 2024

Jul 26, 2024

SELL
$218.01 - $304.74 $257,469 - $359,897
-1,181 Reduced 5.41%
20,649 $5.31 Million
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $89,649 - $113,126
357 Added 1.66%
21,830 $6.57 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $30,811 - $41,958
-157 Reduced 0.73%
21,473 $5.65 Million
Q3 2023

Nov 09, 2023

SELL
$202.49 - $234.37 $35,435 - $41,014
-175 Reduced 0.8%
21,630 $4.39 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $297,123 - $351,376
1,573 Added 7.77%
21,805 $4.61 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $1,482 - $2,197
11 Added 0.05%
20,232 $4.04 Million
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $193,084 - $248,896
-1,506 Reduced 6.93%
20,221 $2.68 Million
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $1.78 Million - $2.36 Million
12,344 Added 131.56%
21,727 $3.13 Million
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $255,962 - $360,008
1,645 Added 21.26%
9,383 $1.73 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $53,922 - $72,295
283 Added 3.8%
7,738 $1.64 Million
Q4 2021

Feb 09, 2022

SELL
$247.21 - $309.96 $1,730 - $2,169
-7 Reduced 0.09%
7,455 $1.9 Million
Q3 2021

Nov 09, 2021

SELL
$237.55 - $285.63 $83,142 - $99,970
-350 Reduced 4.48%
7,462 $2.02 Million
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $2.76 Million - $3.23 Million
-13,109 Reduced 62.66%
7,812 $1.91 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $47,020 - $56,927
229 Added 1.11%
20,921 $4.43 Million
Q4 2020

Feb 12, 2021

SELL
$220.15 - $267.07 $292,359 - $354,668
-1,328 Reduced 6.03%
20,692 $4.61 Million
Q3 2020

Nov 10, 2020

BUY
$185.51 - $281.25 $2.72 Million - $4.12 Million
14,644 Added 198.54%
22,020 $5.53 Million
Q2 2020

Aug 12, 2020

BUY
$134.06 - $191.65 $72,660 - $103,874
542 Added 7.93%
7,376 $1.38 Million
Q1 2020

May 07, 2020

SELL
$124.3 - $193.36 $7,085 - $11,021
-57 Reduced 0.83%
6,834 $984,000
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $127,385 - $147,657
895 Added 14.93%
6,891 $1.12 Million
Q3 2019

Nov 06, 2019

BUY
$139.72 - $159.97 $39,959 - $45,751
286 Added 5.01%
5,996 $890,000
Q2 2019

Aug 06, 2019

BUY
$145.1 - $165.96 $116,805 - $133,597
805 Added 16.41%
5,710 $866,000
Q1 2019

May 09, 2019

SELL
$130.4 - $166.95 $12,388 - $15,860
-95 Reduced 1.9%
4,905 $777,000
Q4 2018

Feb 07, 2019

SELL
$120.67 - $159.86 $148,544 - $196,787
-1,231 Reduced 19.76%
5,000 $685,000
Q3 2018

Oct 29, 2018

BUY
$137.15 - $160.43 $58,837 - $68,824
429 Added 7.39%
6,231 $991,000
Q2 2018

Aug 06, 2018

BUY
$115.3 - $139.8 $16,833 - $20,410
146 Added 2.58%
5,802 $791,000
Q1 2018

May 01, 2018

BUY
$104.03 - $127.99 $26,007 - $31,997
250 Added 4.62%
5,656 $658,000
Q4 2017

Feb 02, 2018

BUY
$93.94 - $108.8 $99,106 - $114,784
1,055 Added 24.25%
5,406 $553,000
Q3 2017

Nov 02, 2017

BUY
$87.63 - $97.71 $381,278 - $425,136
4,351
4,351 $406,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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