A detailed history of Ever Source Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,356 shares of CRM stock, worth $2.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,356
Previous 6,315 0.65%
Holding current value
$2.11 Million
Previous $1.62 Million 7.15%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 08, 2024

BUY
$238.42 - $276.53 $9,775 - $11,337
41 Added 0.65%
6,356 $1.74 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $89,602 - $125,248
411 Added 6.96%
6,315 $1.62 Million
Q1 2024

Jun 11, 2024

SELL
$251.12 - $316.88 $47,712 - $60,207
-190 Reduced 3.12%
5,904 $1.78 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $81,247 - $110,641
414 Added 7.29%
6,094 $1.6 Million
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $67,429 - $78,045
-333 Reduced 5.54%
5,680 $1.15 Million
Q2 2023

Aug 04, 2023

BUY
$188.89 - $223.38 $63,467 - $75,055
336 Added 5.92%
6,013 $1.27 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $183,193 - $271,501
1,359 Added 31.47%
5,677 $1.13 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $236,675 - $305,088
-1,846 Reduced 29.95%
4,318 $572,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $541,269 - $719,749
3,763 Added 156.73%
6,164 $886,000
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $18,205 - $25,605
117 Added 5.12%
2,401 $396,000
Q1 2022

May 25, 2022

BUY
$190.54 - $255.46 $110,322 - $147,911
579 Added 33.96%
2,284 $485,000
Q4 2021

Feb 07, 2022

BUY
$247.21 - $309.96 $421,493 - $528,481
1,705 New
1,705 $433,000

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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