A detailed history of Financial Gravity Asset Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 8,348 shares of CRM stock, worth $2.88 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
8,348
Previous 8,004 4.3%
Holding current value
$2.88 Million
Previous $2.11 Billion 1.92%
% of portfolio
0.54%
Previous 0.59%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $74,995 - $104,830
344 Added 4.3%
8,348 $2.15 Billion
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $24.9 Million - $31.5 Million
-99,334 Reduced 92.58%
7,965 $2.4 Billion
Q4 2023

Jun 26, 2024

BUY
$196.25 - $267.25 $7,653 - $10,422
39 Added 0.49%
8,004 $2.11 Billion
Q3 2023

Nov 15, 2023

BUY
$202.49 - $234.37 $20.7 Million - $24 Million
102,331 Added 2059.8%
107,299 $21.8 Million
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $40,611 - $48,026
215 Added 4.52%
4,968 $1.83 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $467,486 - $692,837
3,468 Added 269.88%
4,753 $939,000
Q4 2022

Feb 15, 2023

BUY
$128.21 - $165.27 $16,026 - $20,658
125 Added 10.78%
1,285 $314,000
Q3 2022

Nov 03, 2022

SELL
$143.84 - $191.27 $324,215 - $431,122
-2,254 Reduced 66.02%
1,160 $167,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $359,591 - $505,762
2,311 Added 209.52%
3,414 $551,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $548,945 - $735,980
-2,881 Reduced 72.31%
1,103 $227,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $383,669 - $481,057
1,552 Added 63.82%
3,984 $658,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $669,653 - $805,190
-2,819 Reduced 53.69%
2,432 $940,000
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $112,638 - $131,749
535 Added 11.34%
5,251 $1.28 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $440,638 - $533,474
2,146 Added 83.5%
4,716 $1.11 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $565,785 - $686,369
2,570 New
2,570 $571,000
Q1 2020

May 12, 2020

SELL
$124.3 - $193.36 $1,367 - $2,126
-11 Closed
0 $0
Q3 2019

Oct 15, 2019

BUY
$139.72 - $159.97 $139 - $159
1 Added 10.0%
11 $2,000
Q3 2018

Oct 31, 2018

SELL
$137.15 - $160.43 $137 - $160
-1 Reduced 9.09%
10 $1,000
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $115 - $139
1 Added 10.0%
11 $2,000
Q1 2018

May 23, 2018

BUY
$104.03 - $127.99 $1,040 - $1,279
10 New
10 $1,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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
Track This Portfolio

Track Financial Gravity Asset Management, Inc. Portfolio

Follow Financial Gravity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.