A detailed history of Fermata Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,896 shares of CRM stock, worth $628,808. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,896
Previous 1,385 36.9%
Holding current value
$628,808
Previous $356,000 45.51%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 09, 2024

BUY
$238.42 - $276.53 $121,832 - $141,306
511 Added 36.9%
1,896 $518,000
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $654 - $914
-3 Reduced 0.22%
1,385 $356,000
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $348,554 - $439,829
1,388 New
1,388 $418,000
Q1 2022

Apr 22, 2022

SELL
$190.54 - $255.46 $167,294 - $224,293
-878 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $10,630 - $13,328
43 Added 5.15%
878 $223,000
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $198,354 - $238,501
835 New
835 $226,000

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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