A detailed history of Herold Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Herold Advisors, Inc. holds 1,797 shares of CRM stock, worth $425,942. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,797
Previous 1,915 6.16%
Holding current value
$425,942
Previous $522,000 18.58%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$231.66 - $273.65 $27,335 - $32,290
-118 Reduced 6.16%
1,797 $425,000
Q2 2025

Aug 14, 2025

BUY
$236.26 - $291.15 $86,234 - $106,269
365 Added 23.55%
1,915 $522,000
Q1 2025

May 13, 2025

BUY
$268.36 - $359.95 $415,958 - $557,922
1,550 New
1,550 $415,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • 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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