A detailed history of Cladis Investment Advisory, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 963 shares of CRM stock, worth $329,076. This represents 0.18% of its overall portfolio holdings.

Number of Shares
963
Previous 913 5.48%
Holding current value
$329,076
Previous $275 Million 9.96%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Oct 09, 2024

BUY
$218.01 - $304.74 $10,900 - $15,237
50 Added 5.48%
963 $248 Million
Q1 2024

Oct 09, 2024

BUY
$251.12 - $316.88 $229,272 - $289,311
913 New
913 $275 Million
Q4 2023

Oct 09, 2024

BUY
$196.25 - $267.25 $171,718 - $233,843
875 New
875 $230 Million
Q4 2021

Oct 08, 2024

BUY
$247.21 - $309.96 $211,858 - $265,635
857 New
857 $218 Million
Q4 2021

Oct 01, 2024

BUY
$247.21 - $309.96 $197,768 - $247,967
800 New
800 $203 Million

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
Track This Portfolio

Track Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, LLC 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 Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.