A detailed history of Independent Advisor Alliance transactions in Salesforce, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 35,103 shares of CRM stock, worth $12.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
35,103
Previous 32,996 6.39%
Holding current value
$12.1 Million
Previous $8.48 Million 13.26%
% of portfolio
0.35%
Previous 0.29%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $502,350 - $582,648
2,107 Added 6.39%
35,103 $9.61 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $103,772 - $145,056
476 Added 1.46%
32,996 $8.48 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $750,597 - $947,154
2,989 Added 10.12%
32,520 $9.79 Million
Q4 2023

Feb 08, 2024

SELL
$196.25 - $267.25 $113,432 - $154,470
-578 Reduced 1.92%
29,531 $7.77 Million
Q3 2023

Oct 24, 2023

SELL
$202.49 - $234.37 $24,298 - $28,124
-120 Reduced 0.4%
30,109 $6.11 Million
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $1.63 Million - $1.93 Million
8,646 Added 40.06%
30,229 $6.39 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $143,292 - $212,366
-1,063 Reduced 4.69%
21,583 $4.31 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $379,373 - $489,033
-2,959 Reduced 11.56%
22,646 $3 Million
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $90,331 - $120,117
-628 Reduced 2.39%
25,605 $3.68 Million
Q2 2022

Aug 04, 2022

SELL
$155.6 - $218.85 $2.53 Million - $3.55 Million
-16,231 Reduced 38.22%
26,233 $4.33 Million
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $56,209 - $75,360
-295 Reduced 0.69%
42,464 $9.02 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $744,349 - $933,289
3,011 Added 7.58%
42,759 $10.9 Million
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $582,235 - $700,079
2,451 Added 6.57%
39,748 $10.8 Million
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $625,935 - $732,130
-2,973 Reduced 7.38%
37,297 $9.11 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $1.13 Million - $1.37 Million
5,516 Added 15.87%
40,270 $8.53 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $95,765 - $116,175
435 Added 1.27%
34,754 $7.73 Million
Q3 2020

Nov 04, 2020

BUY
$185.51 - $281.25 $4.27 Million - $6.47 Million
23,013 Added 203.55%
34,319 $8.63 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $360,487 - $515,346
2,689 Added 31.21%
11,306 $2.12 Million
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $220,881 - $343,600
1,777 Added 25.98%
8,617 $1.24 Million
Q4 2019

Feb 07, 2020

SELL
$142.33 - $164.98 $69,314 - $80,345
-487 Reduced 6.65%
6,840 $1.11 Million
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $32,554 - $37,273
233 Added 3.28%
7,327 $1.09 Million
Q2 2019

Aug 12, 2019

BUY
$145.1 - $165.96 $149,307 - $170,772
1,029 Added 16.97%
7,094 $1.08 Million
Q1 2019

May 07, 2019

SELL
$130.4 - $166.95 $399,936 - $512,035
-3,067 Reduced 33.59%
6,065 $961,000
Q4 2018

Feb 12, 2019

BUY
$120.67 - $159.86 $148,786 - $197,107
1,233 Added 15.61%
9,132 $1.25 Million
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $743,901 - $870,172
5,424 Added 219.15%
7,899 $1.25 Million
Q2 2018

Aug 08, 2018

BUY
$115.3 - $139.8 $51,539 - $62,490
447 Added 22.04%
2,475 $329,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $12,587 - $15,486
121 Added 6.35%
2,028 $234,000
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $179,143 - $207,481
1,907
1,907 $208,000

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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