A detailed history of Concurrent Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,188 shares of CRM stock, worth $14.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
52,188
Previous 45,419 14.9%
Holding current value
$14.3 Million
Previous $5.87 Billion 15.06%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Jul 30, 2024

BUY
$218.01 - $304.74 $1.48 Million - $2.06 Million
6,769 Added 14.9%
52,188 $6.76 Billion
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $415,352 - $524,119
-1,654 Reduced 3.51%
45,419 $5.87 Billion
Q4 2023

Apr 15, 2024

BUY
$196.25 - $267.25 $9.24 Million - $12.6 Million
47,073 New
47,073 $5.57 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $274B
  • 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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.