A detailed history of Foundations Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 31,721 shares of CRM stock, worth $10.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
31,721
Previous 26,830 18.23%
Holding current value
$10.8 Million
Previous $6.9 Million 25.88%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 21, 2024

BUY
$238.42 - $276.53 $1.17 Million - $1.35 Million
4,891 Added 18.23%
31,721 $8.68 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $1.27 Million - $1.77 Million
5,804 Added 27.6%
26,830 $6.9 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $917,341 - $1.16 Million
3,653 Added 21.03%
21,026 $6.33 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $678,632 - $924,150
3,458 Added 24.85%
17,373 $4.57 Million
Q3 2023

Oct 05, 2023

BUY
$202.49 - $234.37 $445,073 - $515,145
2,198 Added 18.76%
13,915 $2.82 Million
Q2 2023

Jul 19, 2023

BUY
$188.89 - $223.38 $1.06 Million - $1.26 Million
5,634 Added 92.62%
11,717 $2.48 Million
Q1 2023

Apr 25, 2023

BUY
$134.8 - $199.78 $422,732 - $626,510
3,136 Added 106.41%
6,083 $1.22 Million
Q4 2022

Jan 11, 2023

SELL
$128.21 - $165.27 $191,417 - $246,748
-1,493 Reduced 33.63%
2,947 $0
Q3 2022

Oct 19, 2022

BUY
$143.84 - $191.27 $638,649 - $849,238
4,440 New
4,440 $639,000

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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