A detailed history of Kovack Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Kovack Advisors, Inc. holds 9,213 shares of CRM stock, worth $3.17 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,213
Previous 7,523 22.46%
Holding current value
$3.17 Million
Previous $1.93 Million 30.35%
% of portfolio
0.27%
Previous 0.22%

Shares

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

Nov 05, 2024

BUY
$238.42 - $276.53 $402,929 - $467,335
1,690 Added 22.46%
9,213 $2.52 Million
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $812,959 - $1.14 Million
-3,729 Reduced 33.14%
7,523 $1.93 Million
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $141,380 - $178,403
-563 Reduced 4.77%
11,252 $3.39 Million
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $53,183 - $72,424
271 Added 2.35%
11,815 $3.11 Million
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $46,167 - $53,436
228 Added 2.01%
11,544 $2.34 Million
Q2 2023

Jul 21, 2023

BUY
$188.89 - $223.38 $651,103 - $769,990
3,447 Added 43.8%
11,316 $2.39 Million
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $140,866 - $208,770
-1,045 Reduced 11.72%
7,869 $1.57 Million
Q4 2022

Feb 22, 2023

SELL
$128.21 - $165.27 $498,095 - $642,073
-3,885 Reduced 30.35%
8,914 $1.18 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $113,489 - $150,912
-789 Reduced 5.81%
12,799 $1.84 Million
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $93,671 - $131,747
602 Added 4.64%
13,588 $2.24 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $81,170 - $108,825
-426 Reduced 3.18%
12,986 $2.76 Million
Q4 2021

Jan 18, 2022

SELL
$247.21 - $309.96 $653,870 - $819,844
-2,645 Reduced 16.47%
13,412 $3.41 Million
Q3 2021

Nov 03, 2021

SELL
$237.55 - $285.63 $253,703 - $305,052
-1,068 Reduced 6.24%
16,057 $4.36 Million
Q2 2021

Jul 29, 2021

SELL
$210.54 - $246.26 $298,545 - $349,196
-1,418 Reduced 7.65%
17,125 $4.18 Million
Q1 2021

May 04, 2021

BUY
$205.33 - $248.59 $516,404 - $625,203
2,515 Added 15.69%
18,543 $3.93 Million
Q4 2020

Jan 14, 2021

BUY
$220.15 - $267.07 $1.36 Million - $1.65 Million
6,170 Added 62.59%
16,028 $3.57 Million
Q3 2020

Nov 02, 2020

SELL
$185.51 - $281.25 $53,983 - $81,843
-291 Reduced 2.87%
9,858 $2.48 Million
Q2 2020

Jul 31, 2020

SELL
$134.06 - $191.65 $25,337 - $36,221
-189 Reduced 1.83%
10,149 $1.9 Million
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $241,763 - $376,085
1,945 Added 23.17%
10,338 $1.49 Million
Q4 2019

Jan 29, 2020

SELL
$142.33 - $164.98 $104,327 - $120,930
-733 Reduced 8.03%
8,393 $1.37 Million
Q3 2019

Oct 31, 2019

SELL
$139.72 - $159.97 $16,067 - $18,396
-115 Reduced 1.24%
9,126 $1.36 Million
Q2 2019

Aug 14, 2019

SELL
$145.1 - $165.96 $388,432 - $444,274
-2,677 Reduced 22.46%
9,241 $1.4 Million
Q1 2019

May 03, 2019

BUY
$130.4 - $166.95 $152,959 - $195,832
1,173 Added 10.92%
11,918 $1.89 Million
Q4 2018

Feb 06, 2019

BUY
$120.67 - $159.86 $91,829 - $121,653
761 Added 7.62%
10,745 $1.47 Million
Q3 2018

Oct 09, 2018

BUY
$137.15 - $160.43 $164,580 - $192,516
1,200 Added 13.66%
9,984 $1.59 Million
Q2 2018

Aug 01, 2018

BUY
$115.3 - $139.8 $480,455 - $582,546
4,167 Added 90.25%
8,784 $1.2 Million
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $12,379 - $15,230
119 Added 2.65%
4,617 $537,000
Q4 2017

Feb 01, 2018

BUY
$93.94 - $108.8 $79,661 - $92,262
848 Added 23.23%
4,498 $460,000
Q3 2017

Aug 02, 2018

BUY
$87.63 - $97.71 $9,464 - $10,552
108 Added 3.05%
3,650 $341,000
Q2 2017

Aug 30, 2018

SELL
N/A
-605 Reduced 14.59%
3,542 $307,000
Q1 2017

Sep 05, 2018

BUY
N/A
4,147 New
4,147 $342,000
Q4 2016

Sep 10, 2018

SELL
N/A
-5,883 Closed
0 $0
Q3 2016

Sep 25, 2018

BUY
N/A
2,159 Added 57.98%
5,883 $420,000
Q2 2016

Oct 01, 2018

BUY
N/A
3,724
3,724 $296,000

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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