A detailed history of Geller Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Geller Advisors LLC holds 1,770 shares of CRM stock, worth $472,236. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,821 2.8%
Holding current value
$472,236
Previous $548,000 16.97%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 13, 2024

SELL
$218.01 - $304.74 $11,118 - $15,541
-51 Reduced 2.8%
1,770 $455,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $33,650 - $42,461
134 Added 7.94%
1,821 $548,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $13,345 - $18,173
68 Added 4.2%
1,687 $443,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $594,510 - $688,110
-2,936 Reduced 64.46%
1,619 $328,000
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $570,825 - $675,054
3,022 Added 197.13%
4,555 $962,000
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $206,648 - $306,262
1,533 New
1,533 $306,000
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $137,942 - $183,427
-959 Reduced 34.85%
1,793 $258,000
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $8,402 - $11,817
54 Added 2.0%
2,752 $454,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $20,578 - $27,589
108 Added 4.17%
2,698 $573,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $2,719 - $3,409
11 Added 0.43%
2,590 $658,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $98,583 - $118,536
415 Added 19.18%
2,579 $699,000
Q2 2021

Aug 09, 2021

SELL
$210.54 - $246.26 $631 - $738
-3 Reduced 0.14%
2,164 $529,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $81,105 - $98,193
395 Added 22.29%
2,167 $459,000
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $1,484 - $2,250
8 Added 0.45%
1,772 $445,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $236,481 - $338,070
1,764 New
1,764 $330,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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