A detailed history of Lake Street Advisors Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 11,025 shares of CRM stock, worth $3.73 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,025
Previous 11,485 4.01%
Holding current value
$3.73 Million
Previous $2.95 Million 2.2%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 23, 2024

SELL
$238.42 - $276.53 $109,673 - $127,203
-460 Reduced 4.01%
11,025 $3.02 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $64,530 - $90,203
296 Added 2.65%
11,485 $2.95 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $1.32 Million - $1.67 Million
5,256 Added 88.59%
11,189 $3.37 Million
Q4 2023

May 30, 2024

SELL
$196.25 - $267.25 $3,925 - $5,345
-20 Reduced 0.18%
11,169 $2.94 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $1.01 Million - $1.37 Million
-5,132 Reduced 46.38%
5,933 $1.56 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $89,905 - $104,060
444 Added 4.18%
11,065 $2.24 Million
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $10,011 - $11,839
53 Added 0.5%
10,621 $2.24 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $1.42 Million - $2.11 Million
10,568 New
10,568 $2.11 Million
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $106,586 - $149,912
-685 Reduced 6.41%
10,000 $1.65 Million
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $75,263 - $100,906
-395 Reduced 3.56%
10,685 $2.27 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $145,112 - $181,946
587 Added 5.59%
11,080 $2.82 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $1.43 Million - $1.72 Million
6,031 Added 135.16%
10,493 $2.85 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $46,739 - $54,669
222 Added 5.24%
4,462 $1.11 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $152,970 - $185,199
-745 Reduced 14.94%
4,240 $898,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $440 - $534
2 Added 0.04%
4,985 $1.11 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $13,171 - $19,968
71 Added 1.45%
4,983 $1.25 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $130,038 - $185,900
970 Added 24.61%
4,912 $920,000
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $125,915 - $195,873
1,013 Added 34.59%
3,942 $568,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $32,024 - $37,120
225 Added 8.32%
2,929 $476,000
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $29,760 - $34,073
213 Added 8.55%
2,704 $371,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $49,624 - $56,758
342 Added 15.91%
2,491 $378,000
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $16,430 - $21,035
-126 Reduced 5.54%
2,149 $340,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $35,838 - $47,478
297 Added 15.02%
2,275 $312,000
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $230,686 - $269,843
-1,682 Reduced 45.96%
1,978 $315,000
Q2 2018

Aug 15, 2018

BUY
$115.3 - $139.8 $8,186 - $9,925
71 Added 1.98%
3,660 $499,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $31,417 - $38,652
302 Added 9.19%
3,589 $417,000
Q4 2017

Feb 15, 2018

BUY
$93.94 - $108.8 $308,780 - $357,625
3,287
3,287 $336,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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