A detailed history of Guardian Capital Advisors LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Guardian Capital Advisors LP holds 1,230 shares of CRM stock, worth $328,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,230
Previous 3,030 59.41%
Holding current value
$328,164
Previous $912,000 65.35%
% of portfolio
0.04%
Previous 0.1%

Shares

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

Aug 13, 2024

SELL
$218.01 - $304.74 $392,418 - $548,532
-1,800 Reduced 59.41%
1,230 $316,000
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $153,685 - $193,930
-612 Reduced 16.8%
3,030 $912,000
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $714,742 - $973,324
3,642 New
3,642 $958,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $877,739 - $1.23 Million
-5,641 Reduced 50.67%
5,492 $884,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $348,878 - $467,747
1,831 Added 19.68%
11,133 $2.17 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $12,360 - $15,497
50 Added 0.54%
9,302 $2.21 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $116,399 - $139,958
490 Added 5.59%
9,252 $2.51 Million
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $141,061 - $164,994
670 Added 8.28%
8,762 $2.18 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $715,985 - $866,833
3,487 Added 75.72%
8,092 $1.85 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $467,818 - $567,523
2,125 Added 85.69%
4,605 $1.02 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $460,064 - $697,500
2,480 New
2,480 $649,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $213,771 - $244,754
-1,530 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $199,512 - $255,433
1,530 New
1,530 $239,000

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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