A detailed history of Evernest Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,135 shares of CRM stock, worth $384,889. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,167 2.74%
Holding current value
$384,889
Previous $300,000 3.33%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Oct 21, 2024

SELL
$238.42 - $276.53 $7,629 - $8,848
-32 Reduced 2.74%
1,135 $310,000
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $218 - $304
1 Added 0.09%
1,167 $300,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $60,771 - $76,684
242 Added 26.19%
1,166 $315 Million
Q4 2023

May 10, 2024

SELL
$196.25 - $267.25 $32,577 - $44,363
-166 Reduced 14.24%
1,000 $263 Million
Q4 2021

Feb 13, 2024

BUY
$247.21 - $309.96 $228,422 - $286,403
924 New
924 $269 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 $339B
  • 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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