A detailed history of Lbmc Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 1,646 shares of CRM stock, worth $566,931. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,646
Previous 1,646 -0.0%
Holding current value
$566,931
Previous $423,000 6.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 11, 2024

BUY
$218.01 - $304.74 $358,844 - $501,602
1,646 New
1,646 $423,000
Q2 2022

Jul 07, 2022

SELL
$155.6 - $218.85 $160,268 - $225,415
-1,030 Closed
0 $0
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $1,714 - $2,299
9 Added 0.88%
1,030 $219,000
Q4 2021

Mar 17, 2022

SELL
$247.21 - $309.96 $7.05 Million - $8.84 Million
-28,505 Reduced 96.54%
1,021 $259,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $6.55 Million - $7.88 Million
27,579 Added 1416.49%
29,526 $277,000
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $10,737 - $12,559
51 Added 2.69%
1,947 $476,000
Q4 2020

Jan 21, 2021

BUY
$220.15 - $267.07 $5,503 - $6,676
25 Added 1.34%
1,896 $422,000
Q3 2020

Oct 20, 2020

BUY
$185.51 - $281.25 $347,089 - $526,218
1,871 New
1,871 $470,000
Q2 2020

Jul 14, 2020

SELL
$134.06 - $191.65 $282,196 - $403,423
-2,105 Closed
0 $0
Q1 2020

Apr 21, 2020

BUY
$124.3 - $193.36 $261,651 - $407,022
2,105 New
2,105 $303,000

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
Track This Portfolio

Track Lbmc Investment Advisors, LLC Portfolio

Follow Lbmc 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 Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

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