A detailed history of J.W. Cole Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 10,151 shares of CRM stock, worth $2.71 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,151
Previous 10,277 1.23%
Holding current value
$2.71 Million
Previous $3.1 Million 15.7%
% of portfolio
0.12%
Previous 0.16%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $27,469 - $38,397
-126 Reduced 1.23%
10,151 $2.61 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $102,959 - $129,920
410 Added 4.16%
10,277 $3.1 Million
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $366,202 - $498,688
1,866 Added 23.32%
9,867 $2.6 Million
Q3 2023

Oct 24, 2023

SELL
$202.49 - $234.37 $1.22 Million - $1.41 Million
-6,019 Reduced 42.93%
8,001 $1.62 Million
Q2 2023

Jul 27, 2023

BUY
$188.89 - $223.38 $264,634 - $312,955
1,401 Added 11.1%
14,020 $2.96 Million
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $139,922 - $207,371
-1,038 Reduced 7.6%
12,619 $2.52 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $417,323 - $537,953
-3,255 Reduced 19.25%
13,657 $1.81 Million
Q3 2022

Oct 31, 2022

BUY
$143.84 - $191.27 $95,222 - $126,620
662 Added 4.07%
16,912 $2.43 Million
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $5,446 - $7,659
35 Added 0.22%
16,250 $2.68 Million
Q1 2022

Jun 10, 2022

SELL
$190.54 - $255.46 $418 Million - $560 Million
-2,192,234 Reduced 99.27%
16,215 $3.44 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $418 Million - $560 Million
2,193,365 Added 14541.0%
2,208,449 $1.25 Million
Q4 2021

Jan 25, 2022

SELL
$247.21 - $309.96 $97,400 - $122,124
-394 Reduced 2.55%
15,084 $3.83 Million
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $468,923 - $563,833
1,974 Added 14.62%
15,478 $4.2 Million
Q2 2021

Aug 06, 2021

BUY
$210.54 - $246.26 $13,895 - $16,253
66 Added 0.49%
13,504 $3.3 Million
Q1 2021

Apr 28, 2021

BUY
$205.33 - $248.59 $425,854 - $515,575
2,074 Added 18.25%
13,438 $2.85 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $466,938 - $566,455
2,121 Added 22.95%
11,364 $2.53 Million
Q3 2020

Nov 05, 2020

BUY
$185.51 - $281.25 $1.71 Million - $2.6 Million
9,243 New
9,243 $2.32 Million
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $217,981 - $311,622
-1,626 Closed
0 $0
Q1 2020

May 07, 2020

SELL
$124.3 - $193.36 $358,854 - $558,230
-2,887 Reduced 63.97%
1,626 $234,000
Q4 2019

Jan 23, 2020

BUY
$142.33 - $164.98 $642,335 - $744,554
4,513 New
4,513 $734,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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