A detailed history of Etesian Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 5,297 shares of CRM stock, worth $1.82 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,297
Previous 4,481 18.21%
Holding current value
$1.82 Million
Previous $1.15 Billion 25.85%
% of portfolio
0.66%
Previous 0.65%

Shares

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

Oct 18, 2024

BUY
$238.42 - $276.53 $194,550 - $225,648
816 Added 18.21%
5,297 $1.45 Billion
Q2 2024

Jul 25, 2024

SELL
$218.01 - $304.74 $10,900 - $15,237
-50 Reduced 1.1%
4,481 $1.15 Billion
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $82,116 - $103,619
-327 Reduced 6.73%
4,531 $1.36 Billion
Q4 2023

Jan 16, 2024

SELL
$196.25 - $267.25 $43,763 - $59,596
-223 Reduced 4.39%
4,858 $1.29 Billion
Q4 2023

Jan 12, 2024

SELL
$196.25 - $267.25 $43,763 - $59,596
-223 Reduced 4.39%
4,858 $1.29 Billion
Q3 2023

Jan 16, 2024

SELL
$202.49 - $234.37 $15,794 - $18,280
-78 Reduced 1.51%
5,081 $1.03 Billion
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $15,794 - $18,280
-78 Reduced 1.51%
5,081 $1.03 Billion
Q2 2023

Jan 16, 2024

BUY
$188.89 - $223.38 $32,866 - $38,868
174 Added 3.49%
5,159 $1.09 Billion
Q2 2023

Oct 19, 2023

BUY
$188.89 - $223.38 $32,866 - $38,868
174 Added 3.49%
5,159 $1.09 Billion
Q4 2022

Jan 16, 2024

BUY
$128.21 - $165.27 $16,282 - $20,989
127 Added 2.61%
4,985 $661 Million
Q4 2022

Oct 19, 2023

BUY
$128.21 - $165.27 $639,126 - $823,870
4,985 New
4,985 $661 Million

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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