A detailed history of Continuum Advisory, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Continuum Advisory, LLC holds 3,675 shares of CRM stock, worth $1.26 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,675
Previous 3,222 14.06%
Holding current value
$1.26 Million
Previous $828,000 21.38%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 15, 2024

BUY
$238.42 - $276.53 $108,004 - $125,268
453 Added 14.06%
3,675 $1.01 Million
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $45,128 - $63,081
207 Added 6.87%
3,222 $828,000
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $52,232 - $65,911
-208 Reduced 6.45%
3,015 $908,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $354,427 - $482,653
1,806 Added 127.45%
3,223 $848,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $2,429 - $2,812
-12 Reduced 0.84%
1,417 $287,000
Q2 2023

Dec 13, 2023

SELL
$188.89 - $223.38 $10,011 - $11,839
-53 Reduced 3.58%
1,429 $301,000
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $10,011 - $11,839
-53 Reduced 3.58%
1,429 $301,000
Q1 2023

Dec 13, 2023

BUY
$134.8 - $199.78 $82,902 - $122,864
615 Added 70.93%
1,482 $296,000
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $199,773 - $296,073
1,482 New
1,482 $296,000
Q1 2022

May 17, 2022

SELL
$190.54 - $255.46 $165,198 - $221,483
-867 Closed
0 $0
Q4 2021

Dec 13, 2023

SELL
$247.21 - $309.96 $135,965 - $170,478
-550 Reduced 38.81%
867 $220,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $214,331 - $268,735
867 New
867 $220,000

Others Institutions Holding CRM

About Salesforce, Inc.


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