A detailed history of Guardian Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,881 shares of CRM stock, worth $481,893. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,881
Previous 1,704 10.39%
Holding current value
$481,893
Previous $448,000 26.34%
% of portfolio
0.08%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $44,448 - $56,087
177 Added 10.39%
1,881 $566,000
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $22,961 - $31,268
-117 Reduced 6.43%
1,704 $448,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $155,309 - $179,761
767 Added 72.77%
1,821 $369,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $199,090 - $235,442
1,054 New
1,054 $222,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $244,671 - $325,350
1,701 New
1,701 $245,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $237,912 - $334,621
-1,529 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $78,502 - $105,249
412 Added 36.88%
1,529 $325,000
Q4 2021

May 16, 2022

BUY
$247.21 - $309.96 $276,133 - $346,225
1,117 New
1,117 $284,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $256B
  • 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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