A detailed history of Laurel Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 11,061 shares of CRM stock, worth $2.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,061
Previous 11,330 2.37%
Holding current value
$2.95 Million
Previous $1.63 Million 10.0%
% of portfolio
0.14%
Previous 0.17%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $34,488 - $44,457
-269 Reduced 2.37%
11,061 $1.47 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $87,310 - $116,100
607 Added 5.66%
11,330 $1.63 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $82,623 - $116,209
-531 Reduced 4.72%
10,723 $1.77 Million
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $104,797 - $140,503
-550 Reduced 4.66%
11,254 $2.39 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $2.19 Million - $2.74 Million
8,843 Added 298.65%
11,804 $3 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $47,747 - $57,411
-201 Reduced 6.36%
2,961 $803,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $95,374 - $111,555
453 Added 16.72%
3,162 $772,000
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $34,495 - $41,763
168 Added 6.61%
2,709 $574,000
Q4 2020

Mar 03, 2021

BUY
$220.15 - $267.07 $94,004 - $114,038
427 Added 20.2%
2,541 $565,000
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $5,936 - $9,000
-32 Reduced 1.49%
2,114 $531,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $5,094 - $7,282
38 Added 1.8%
2,146 $402,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $363,453 - $565,384
-2,924 Reduced 58.11%
2,108 $304,000
Q4 2019

Feb 13, 2020

SELL
$142.33 - $164.98 $196,984 - $228,332
-1,384 Reduced 21.57%
5,032 $818,000
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $524,089 - $600,047
3,751 Added 140.75%
6,416 $952,000
Q2 2019

Aug 13, 2019

SELL
$145.1 - $165.96 $85,754 - $98,082
-591 Reduced 18.15%
2,665 $404,000
Q1 2019

May 16, 2019

BUY
$130.4 - $166.95 $20,342 - $26,044
156 Added 5.03%
3,256 $516,000
Q4 2018

Feb 13, 2019

SELL
$120.67 - $159.86 $68,057 - $90,161
-564 Reduced 15.39%
3,100 $424,000
Q3 2018

Nov 15, 2018

BUY
$137.15 - $160.43 $502,517 - $587,815
3,664 New
3,664 $582,000
Q2 2018

Aug 20, 2018

SELL
$115.3 - $139.8 $229,101 - $277,782
-1,987 Closed
0 $0
Q1 2018

May 16, 2018

BUY
$104.03 - $127.99 $206,707 - $254,316
1,987 New
1,987 $231,000
Q4 2017

Feb 15, 2018

SELL
$93.94 - $108.8 $201,595 - $233,484
-2,146 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $188,053 - $209,685
2,146
2,146 $200,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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