A detailed history of Kelly Financial Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kelly Financial Services LLC holds 67 shares of CRM stock, worth $17,105. This represents 0.01% of its overall portfolio holdings.

Number of Shares
67
Previous 89 24.72%
Holding current value
$17,105
Previous $26,000 34.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024

SELL
$218.01 - $304.74 $4,796 - $6,704
-22 Reduced 24.72%
67 $17,000
Q1 2024

Jul 17, 2024

BUY
$251.12 - $316.88 $502 - $633
2 Added 2.3%
89 $26,000
Q4 2023

Jul 17, 2024

SELL
$196.25 - $267.25 $392 - $534
-2 Reduced 2.25%
87 $22.9 Million
Q3 2023

Jul 17, 2024

BUY
$202.49 - $234.37 $8,504 - $9,843
42 Added 89.36%
89 $18 Million
Q2 2023

Jul 17, 2024

SELL
$188.89 - $223.38 $566 - $670
-3 Reduced 6.0%
47 $9.93 Million
Q1 2023

Jul 17, 2024

SELL
$134.8 - $199.78 $3,909 - $5,793
-29 Reduced 36.71%
50 $9.99 Million
Q4 2021

Jul 17, 2024

BUY
$247.21 - $309.96 $3,460 - $4,339
14 Added 21.54%
79 $20.1 Million
Q3 2021

Jul 17, 2024

SELL
$237.55 - $285.63 $2.25 Million - $2.7 Million
-9,462 Reduced 99.32%
65 $17.6 Million
Q2 2021

Jul 17, 2024

BUY
$210.54 - $246.26 $1.97 Million - $2.3 Million
9,360 Added 5604.79%
9,527 $39,000
Q1 2021

Jul 17, 2024

BUY
$205.33 - $248.59 $26,282 - $31,819
128 Added 328.21%
167 $35.4 Million
Q4 2020

Jul 17, 2024

SELL
$220.15 - $267.07 $7,705 - $9,347
-35 Reduced 47.3%
39 $8.68 Million
Q2 2020

Jul 17, 2024

SELL
$134.06 - $191.65 $3,351 - $4,791
-25 Reduced 25.25%
74 $13.9 Million
Q1 2020

Jul 17, 2024

SELL
$124.3 - $193.36 $13,548 - $21,076
-109 Reduced 52.4%
99 $14.3 Million
Q3 2019

Jul 17, 2024

BUY
$139.72 - $159.97 $5,169 - $5,918
37 Added 21.64%
208 $30.9 Million
Q2 2019

Jul 17, 2024

BUY
$145.1 - $165.96 $3,047 - $3,485
21 Added 14.0%
171 $25.9 Million
Q1 2019

Jul 17, 2024

BUY
$130.4 - $166.95 $19,560 - $25,042
150 New
150 $23.8 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $255B
  • 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 Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services 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 Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.