A detailed history of First Affirmative Financial Network transactions in Salesforce, Inc. stock. As of the latest transaction made, First Affirmative Financial Network holds 2,799 shares of CRM stock, worth $957,313. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,799
Previous 2,272 23.2%
Holding current value
$957,313
Previous $584,000 31.16%
% of portfolio
0.43%
Previous 0.41%

Shares

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

Oct 10, 2024

BUY
$238.42 - $276.53 $125,647 - $145,731
527 Added 23.2%
2,799 $766,000
Q2 2024

Jul 10, 2024

BUY
$218.01 - $304.74 $89,820 - $125,552
412 Added 22.15%
2,272 $584,000
Q1 2024

Apr 11, 2024

BUY
$251.12 - $316.88 $58,259 - $73,516
232 Added 14.25%
1,860 $560,000
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $73,005 - $99,417
372 Added 29.62%
1,628 $428,000
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $254,327 - $294,368
1,256 New
1,256 $254,000
Q2 2022

Jul 13, 2022

SELL
$155.6 - $218.85 $178,473 - $251,020
-1,147 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$190.54 - $255.46 $28,390 - $38,063
149 Added 14.93%
1,147 $243,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $24,473 - $30,686
99 Added 11.01%
998 $253,000
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $213,557 - $256,781
899 New
899 $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 $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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