A detailed history of Dynamic Advisor Solutions LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 21,861 shares of CRM stock, worth $7.53 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,861
Previous 21,548 1.45%
Holding current value
$7.53 Million
Previous $5.54 Million 8.02%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 07, 2024

BUY
$238.42 - $276.53 $74,625 - $86,553
313 Added 1.45%
21,861 $5.98 Million
Q2 2024

Jul 15, 2024

BUY
$218.01 - $304.74 $195,772 - $273,656
898 Added 4.35%
21,548 $5.54 Million
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $1.64 Million - $2.06 Million
-6,514 Reduced 23.98%
20,650 $6.22 Million
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $132,076 - $179,859
673 Added 2.54%
27,164 $7.15 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $1.07 Million - $1.24 Million
5,288 Added 24.94%
26,491 $5.37 Million
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $71,778 - $84,884
380 Added 1.82%
21,203 $4.48 Million
Q1 2023

Apr 10, 2023

BUY
$134.8 - $199.78 $689,906 - $1.02 Million
5,118 Added 32.59%
20,823 $4.16 Million
Q4 2022

Jan 12, 2023

BUY
$128.21 - $165.27 $176,416 - $227,411
1,376 Added 9.6%
15,705 $0
Q3 2022

Oct 20, 2022

BUY
$143.84 - $191.27 $131,325 - $174,629
913 Added 6.81%
14,329 $2.06 Million
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $75,932 - $106,798
488 Added 3.77%
13,416 $2.21 Million
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $288,477 - $386,766
1,514 Added 13.26%
12,928 $2.75 Million
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $70,702 - $88,648
286 Added 2.57%
11,414 $2.9 Million
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $157,970 - $189,943
665 Added 6.36%
11,128 $3.02 Million
Q2 2021

Aug 10, 2021

SELL
$210.54 - $246.26 $137,061 - $160,315
-651 Reduced 5.86%
10,463 $2.56 Million
Q1 2021

Apr 27, 2021

SELL
$205.33 - $248.59 $209,231 - $253,313
-1,019 Reduced 8.4%
11,114 $2.36 Million
Q4 2020

Feb 03, 2021

SELL
$220.15 - $267.07 $306,008 - $371,227
-1,390 Reduced 10.28%
12,133 $2.7 Million
Q3 2020

Oct 27, 2020

BUY
$185.51 - $281.25 $125,219 - $189,843
675 Added 5.25%
13,523 $3.4 Million
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $132,585 - $189,541
989 Added 8.34%
12,848 $2.41 Million
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $78,184 - $121,623
629 Added 5.6%
11,859 $1.71 Million
Q4 2019

Feb 04, 2020

BUY
$142.33 - $164.98 $20,637 - $23,922
145 Added 1.31%
11,230 $1.83 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $329,459 - $377,209
2,358 Added 27.02%
11,085 $1.65 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $87,785 - $100,405
605 Added 7.45%
8,727 $1.32 Million
Q1 2019

Apr 10, 2019

BUY
$130.4 - $166.95 $266,016 - $340,578
2,040 Added 33.54%
8,122 $1.29 Million
Q4 2018

Jan 29, 2019

BUY
$120.67 - $159.86 $346,684 - $459,277
2,873 Added 89.53%
6,082 $911,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $440,114 - $514,819
3,209 New
3,209 $510,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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