A detailed history of Gradient Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 1,249 shares of CRM stock, worth $426,820. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,249
Previous 1,201 4.0%
Holding current value
$426,820
Previous $308,000 10.71%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $11,444 - $13,273
48 Added 4.0%
1,249 $341,000
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $1,308 - $1,828
6 Added 0.5%
1,201 $308,000
Q1 2024

Apr 17, 2024

BUY
$251.12 - $316.88 $1,757 - $2,218
7 Added 0.59%
1,195 $359,000
Q4 2023

Jan 31, 2024

SELL
$196.25 - $267.25 $392 - $534
-2 Reduced 0.17%
1,188 $312,000
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $39,688 - $45,936
196 Added 19.72%
1,190 $241,000
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $187,756 - $222,039
994 New
994 $209,000

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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