A detailed history of Kc Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 1,264 shares of CRM stock, worth $332,672. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,264
Previous 1,286 1.71%
Holding current value
$332,672
Previous $338,000 12.43%
% of portfolio
0.2%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $5,524 - $6,971
-22 Reduced 1.71%
1,264 $380,000
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $252,377 - $343,683
1,286 New
1,286 $338,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $22,873 - $32,170
-147 Reduced 10.24%
1,288 $213,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $28,009 - $37,552
147 Added 11.41%
1,435 $305,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $55,127 - $69,121
223 Added 20.94%
1,288 $327,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $6,413 - $7,712
27 Added 2.6%
1,065 $289,000
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $140,430 - $164,255
-667 Reduced 39.12%
1,038 $254,000
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $32,236 - $39,028
157 Added 10.14%
1,705 $361,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $340,792 - $413,424
1,548 New
1,548 $344,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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
Track This Portfolio

Track Kc Investment Advisors, LLC Portfolio

Follow Kc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kc Investment Advisors, LLC with notifications on news.