A detailed history of Hbk Sorce Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 4,747 shares of CRM stock, worth $1.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,747
Previous 4,884 2.81%
Holding current value
$1.62 Million
Previous $1.26 Million 3.51%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $32,663 - $37,884
-137 Reduced 2.81%
4,747 $1.3 Million
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $80,009 - $111,839
-367 Reduced 6.99%
4,884 $1.26 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $385,720 - $486,727
1,536 Added 41.35%
5,251 $1.58 Million
Q4 2023

Jan 25, 2024

SELL
$196.25 - $267.25 $95,966 - $130,685
-489 Reduced 11.63%
3,715 $977,000
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $41,510 - $48,045
205 Added 5.13%
4,204 $852,000
Q2 2023

Aug 04, 2023

SELL
$188.89 - $223.38 $810,149 - $958,076
-4,289 Reduced 51.75%
3,999 $844,000
Q1 2023

Aug 15, 2023

BUY
$134.8 - $199.78 $4,313 - $6,392
32 Added 0.8%
4,031 $805,000
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $12,401 - $18,379
92 Added 1.12%
8,288 $2.49 Million
Q4 2022

Feb 09, 2023

BUY
$128.21 - $165.27 $509,378 - $656,617
3,973 Added 94.08%
8,196 $1.09 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $272,145 - $361,882
1,892 Added 81.17%
4,223 $607,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $336,562 - $473,372
-2,163 Reduced 48.13%
2,331 $385,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $382,223 - $512,452
-2,006 Reduced 30.86%
4,494 $954,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $72,926 - $91,438
295 Added 4.75%
6,500 $1.65 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $54,398 - $65,409
229 Added 3.83%
6,205 $1.68 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $188,012 - $219,910
893 Added 17.57%
5,976 $1.46 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $115,395 - $139,707
-562 Reduced 9.96%
5,083 $1.08 Million
Q4 2020

Feb 12, 2021

SELL
$220.15 - $267.07 $152,784 - $185,346
-694 Reduced 10.95%
5,645 $1.26 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $69,009 - $104,625
-372 Reduced 5.54%
6,339 $1.59 Million
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $349,226 - $499,248
2,605 Added 63.44%
6,711 $1.26 Million
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $319,451 - $496,935
-2,570 Reduced 38.5%
4,106 $591,000
Q4 2019

Feb 13, 2020

SELL
$142.33 - $164.98 $12,809 - $14,848
-90 Reduced 1.33%
6,676 $1.09 Million
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $59,660 - $68,307
427 Added 6.74%
6,766 $1 Million
Q2 2019

Aug 15, 2019

BUY
$145.1 - $165.96 $919,788 - $1.05 Million
6,339 New
6,339 $962,000
Q2 2019

Aug 14, 2019

SELL
$145.1 - $165.96 $804,434 - $920,082
-5,544 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $391 - $500
3 Added 0.05%
5,544 $878,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $110,171 - $145,952
913 Added 19.73%
5,541 $759,000
Q3 2018

Nov 15, 2018

BUY
$137.15 - $160.43 $58,425 - $68,343
426 Added 10.14%
4,628 $736,000
Q2 2018

Aug 10, 2018

BUY
$115.3 - $139.8 $122,794 - $148,887
1,065 Added 33.95%
4,202 $0
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $1,768 - $2,175
17 Added 0.54%
3,137 $365,000
Q4 2017

Feb 15, 2018

SELL
$93.94 - $108.8 $7,421 - $8,595
-79 Reduced 2.47%
3,120 $319,000
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $280,328 - $312,574
3,199
3,199 $299,000

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
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.