A detailed history of Evanson Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evanson Asset Management, LLC holds 1,327 shares of CRM stock, worth $453,860. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,327
Previous 1,346 1.41%
Holding current value
$453,860
Previous $346,000 4.91%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 07, 2024

SELL
$238.42 - $276.53 $4,529 - $5,254
-19 Reduced 1.41%
1,327 $363,000
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $39,241 - $54,853
-180 Reduced 11.8%
1,346 $346,000
Q4 2023

Jan 18, 2024

SELL
$196.25 - $267.25 $17,662 - $24,052
-90 Reduced 5.57%
1,526 $401,000
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $101,245 - $117,185
500 Added 44.8%
1,616 $327,000
Q2 2023

Jul 10, 2023

BUY
$188.89 - $223.38 $210,801 - $249,292
1,116 New
1,116 $235,000
Q2 2022

Jul 13, 2022

BUY
$155.6 - $218.85 $52,748 - $74,190
339 Added 25.9%
1,648 $272,000
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $41,537 - $55,690
218 Added 19.98%
1,309 $278,000
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $35,598 - $44,634
-144 Reduced 11.66%
1,091 $277,000
Q3 2021

Oct 13, 2021

BUY
$237.55 - $285.63 $293,374 - $352,753
1,235 New
1,235 $304,000

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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