A detailed history of Jfs Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 512 shares of CRM stock, worth $168,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares
512
Previous 402 27.36%
Holding current value
$168,965
Previous $103,000 35.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$238.42 - $276.53 $26,226 - $30,418
110 Added 27.36%
512 $140,000
Q2 2024

Jul 15, 2024

SELL
$218.01 - $304.74 $15,914 - $22,246
-73 Reduced 15.37%
402 $103,000
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $30,636 - $38,659
122 Added 34.56%
475 $143,000
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $7,065 - $9,621
36 Added 11.36%
353 $92,000
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $1,822 - $2,109
9 Added 2.92%
317 $64,000
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $1,133 - $1,340
-6 Reduced 1.91%
308 $65,000
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $4,852 - $7,192
36 Added 12.95%
314 $62,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $1,025 - $1,322
-8 Reduced 2.8%
278 $36,000
Q3 2022

Oct 21, 2022

SELL
$143.84 - $191.27 $7,479 - $9,946
-52 Reduced 15.38%
286 $41,000
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $622 - $875
4 Added 1.2%
338 $56,000
Q1 2022

May 02, 2022

SELL
$190.54 - $255.46 $34,106 - $45,727
-179 Reduced 34.89%
334 $71,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $95,732 - $115,108
403 Added 366.36%
513 $139,000
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $14,750 - $17,893
67 Added 155.81%
110 $24,000
Q3 2020

Oct 28, 2020

BUY
$185.51 - $281.25 $5,565 - $8,437
30 Added 230.77%
43 $11,000
Q1 2020

Apr 29, 2020

SELL
$124.3 - $193.36 $1,615 - $2,513
-13 Reduced 50.0%
13 $2,000
Q3 2019

Oct 31, 2019

BUY
$139.72 - $159.97 $3,632 - $4,159
26 New
26 $4,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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