A detailed history of Fi3 Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 1,946 shares of CRM stock, worth $656,249. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,946
Previous 1,194 62.98%
Holding current value
$656,249
Previous $306,000 73.86%
% of portfolio
0.21%
Previous 0.13%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $179,291 - $207,950
752 Added 62.98%
1,946 $532,000
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $86,331 - $120,677
-396 Reduced 24.91%
1,194 $306,000
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $9,542 - $12,041
-38 Reduced 2.33%
1,590 $478,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $29,830 - $40,622
-152 Reduced 8.54%
1,628 $428,000
Q3 2023

Nov 09, 2023

BUY
$202.49 - $234.37 $77,148 - $89,294
381 Added 27.23%
1,780 $360,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $1,888 - $2,233
10 Added 0.72%
1,399 $295,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $187,237 - $277,494
1,389 New
1,389 $277,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $168,981 - $237,671
-1,086 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $23,626 - $31,677
124 Added 12.89%
1,086 $231,000
Q4 2021

Jan 27, 2022

BUY
$247.21 - $309.96 $237,816 - $298,181
962 New
962 $244,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $337B
  • 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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