A detailed history of Hcr Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Hcr Wealth Advisors holds 1,358 shares of CRM stock, worth $467,735. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,358
Previous 1,238 9.69%
Holding current value
$467,735
Previous $318,000 16.67%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 10, 2024

BUY
$238.42 - $276.53 $28,610 - $33,183
120 Added 9.69%
1,358 $371,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $12,862 - $17,979
59 Added 5.0%
1,238 $318,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $231,378 - $315,087
1,179 New
1,179 $310,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $181,585 - $255,397
-1,167 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $12,956 - $17,371
68 Added 6.19%
1,167 $248,000
Q4 2021

Feb 04, 2022

SELL
$247.21 - $309.96 $12,360 - $15,497
-50 Reduced 4.35%
1,099 $279,000
Q3 2021

Nov 02, 2021

SELL
$237.55 - $285.63 $3,325 - $3,998
-14 Reduced 1.2%
1,149 $312,000
Q2 2021

Jul 21, 2021

BUY
$210.54 - $246.26 $9,263 - $10,835
44 Added 3.93%
1,163 $284,000
Q1 2021

May 13, 2021

SELL
$205.33 - $248.59 $478,418 - $579,214
-2,330 Reduced 67.56%
1,119 $237,000
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $157,847 - $191,489
717 Added 26.24%
3,449 $768,000
Q3 2020

Nov 05, 2020

BUY
$185.51 - $281.25 $20,406 - $30,937
110 Added 4.2%
2,732 $687,000
Q2 2020

Jul 30, 2020

BUY
$134.06 - $191.65 $8,713 - $12,457
65 Added 2.54%
2,622 $503,000
Q1 2020

May 08, 2020

SELL
$124.3 - $193.36 $8,701 - $13,535
-70 Reduced 2.66%
2,557 $368,000
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $9,963 - $11,548
70 Added 2.74%
2,627 $427,000
Q2 2019

Jul 25, 2019

SELL
$145.1 - $165.96 $992,629 - $1.14 Million
-6,841 Reduced 72.79%
2,557 $388,000
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $897,282 - $1.15 Million
6,881 Added 273.38%
9,398 $865,000
Q4 2018

Jan 31, 2019

SELL
$120.67 - $159.86 $11,704 - $15,506
-97 Reduced 3.71%
2,517 $345,000
Q3 2018

Nov 09, 2018

SELL
$137.15 - $160.43 $63,774 - $74,599
-465 Reduced 15.1%
2,614 $369,000
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $46,120 - $55,920
-400 Reduced 11.5%
3,079 $420,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $15,292 - $18,814
147 Added 4.41%
3,479 $405,000
Q4 2017

Feb 13, 2018

SELL
$93.94 - $108.8 $23,485 - $27,200
-250 Reduced 6.98%
3,332 $341,000
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $36,979 - $41,233
422 Added 13.35%
3,582 $335,000
Q2 2017

Aug 16, 2017

BUY
N/A
3,160
3,160 $274,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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