A detailed history of Financial Advocates Investment Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,968 shares of CRM stock, worth $3.07 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,968
Previous 8,848 1.36%
Holding current value
$3.07 Million
Previous $2.27 Million 7.92%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 25, 2024

BUY
$238.42 - $276.53 $28,610 - $33,183
120 Added 1.36%
8,968 $2.45 Million
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $296,493 - $414,446
1,360 Added 18.16%
8,848 $2.27 Million
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $4,269 - $5,386
17 Added 0.23%
7,488 $2.26 Million
Q4 2023

Feb 08, 2024

SELL
$196.25 - $267.25 $11,775 - $16,035
-60 Reduced 0.8%
7,471 $1.97 Million
Q3 2023

Oct 27, 2023

SELL
$202.49 - $234.37 $24,703 - $28,593
-122 Reduced 1.59%
7,531 $1.53 Million
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $3,966 - $4,690
21 Added 0.28%
7,653 $1.62 Million
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $31,138 - $46,149
-231 Reduced 2.94%
7,632 $1.52 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $431,683 - $556,464
3,367 Added 74.89%
7,863 $1.04 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $239,205 - $318,082
-1,663 Reduced 27.0%
4,496 $647,000
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $99,272 - $139,626
638 Added 11.56%
6,159 $1.02 Million
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $72,786 - $97,585
382 Added 7.43%
5,521 $1.17 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $137,695 - $172,647
557 Added 12.16%
5,139 $1.31 Million
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $204,055 - $245,356
859 Added 23.07%
4,582 $1.24 Million
Q2 2021

Aug 03, 2021

SELL
$210.54 - $246.26 $130,324 - $152,434
-619 Reduced 14.26%
3,723 $910,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $70,017 - $84,769
341 Added 8.52%
4,342 $920,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $229,396 - $278,286
1,042 Added 35.21%
4,001 $891,000
Q3 2020

Nov 04, 2020

SELL
$185.51 - $281.25 $31,907 - $48,375
-172 Reduced 5.49%
2,959 $743,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $16,355 - $23,381
122 Added 4.05%
3,131 $587,000
Q1 2020

Apr 29, 2020

BUY
$124.3 - $193.36 $16,159 - $25,136
130 Added 4.52%
3,009 $434,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $2,134 - $2,474
15 Added 0.52%
2,879 $468,000
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $20,958 - $23,995
150 Added 5.53%
2,864 $425,000
Q2 2019

Aug 08, 2019

SELL
$145.1 - $165.96 $25,102 - $28,711
-173 Reduced 5.99%
2,714 $412,000
Q1 2019

May 16, 2019

BUY
$130.4 - $166.95 $43,684 - $55,928
335 Added 13.13%
2,887 $457,000
Q4 2018

Feb 14, 2019

SELL
$120.67 - $159.86 $246,890 - $327,073
-2,046 Reduced 44.5%
2,552 $349,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $77,626 - $90,803
566 Added 14.04%
4,598 $0
Q2 2018

Aug 09, 2018

BUY
$115.3 - $139.8 $65,144 - $78,987
565 Added 16.3%
4,032 $563,000
Q1 2018

May 11, 2018

BUY
$104.03 - $127.99 $131,077 - $161,267
1,260 Added 57.09%
3,467 $403,000
Q4 2017

Feb 15, 2018

BUY
$93.94 - $108.8 $207,325 - $240,121
2,207
2,207 $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 $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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