A detailed history of Crewe Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 2,020 shares of CRM stock, worth $538,936. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,020
Previous 1,991 1.46%
Holding current value
$538,936
Previous $599,000 13.36%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 29, 2024

BUY
$218.01 - $304.74 $6,322 - $8,837
29 Added 1.46%
2,020 $519,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $499,979 - $630,908
1,991 New
1,991 $599,000
Q2 2023

Jul 28, 2023

SELL
$188.89 - $223.38 $65,355 - $77,289
-346 Reduced 17.88%
1,589 $335,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $19,141 - $28,368
-142 Reduced 6.84%
1,935 $386,000
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $3.05 Million - $3.93 Million
-23,804 Reduced 91.97%
2,077 $275,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $3.42 Million - $4.55 Million
23,772 Added 1127.17%
25,881 $3.72 Million
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $79,044 - $111,175
508 Added 31.73%
2,109 $348,000
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $28,581 - $38,319
150 Added 10.34%
1,601 $340,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $235,591 - $295,391
953 Added 191.37%
1,451 $369,000
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $3,563 - $4,284
15 Added 3.11%
498 $135,000
Q4 2020

Jan 27, 2021

BUY
$220.15 - $267.07 $880 - $1,068
4 Added 0.84%
483 $107,000
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $55,467 - $84,093
299 Added 166.11%
479 $120,000
Q2 2018

Aug 07, 2018

BUY
$115.3 - $139.8 $20,754 - $25,164
180 New
180 $25,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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