A detailed history of Delta Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Delta Financial Advisors LLC holds 3,871 shares of CRM stock, worth $1.28 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,871
Previous 3,810 1.6%
Holding current value
$1.28 Million
Previous $979,000 8.17%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $14,543 - $16,868
61 Added 1.6%
3,871 $1.06 Million
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $436 - $609
2 Added 0.05%
3,810 $979,000
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $144,394 - $182,206
575 Added 17.79%
3,808 $1.15 Million
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $196,250 - $267,250
1,000 Added 44.78%
3,233 $850,000
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $86,511 - $102,308
458 Added 25.8%
2,233 $471,000
Q4 2022

Feb 01, 2023

SELL
$128.21 - $165.27 $141,031 - $181,797
-1,100 Reduced 38.26%
1,775 $235,000
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $14,384 - $19,127
100 Added 3.6%
2,875 $414,000
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $70,798 - $99,576
455 Added 19.61%
2,775 $458,000
Q1 2022

May 06, 2022

BUY
$190.54 - $255.46 $7,240 - $9,707
38 Added 1.67%
2,320 $493,000
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $187,879 - $235,569
760 Added 49.93%
2,282 $580,000
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $11,639 - $13,995
49 Added 3.33%
1,522 $413,000
Q2 2021

Aug 04, 2021

BUY
$210.54 - $246.26 $87,584 - $102,444
416 Added 39.36%
1,473 $360,000
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $217,033 - $262,759
1,057 New
1,057 $224,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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