A detailed history of Legacy Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 3,963 shares of CRM stock, worth $1.06 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,963
Previous 5,115 22.52%
Holding current value
$1.06 Million
Previous $1.54 Million 33.9%
% of portfolio
0.12%
Previous 0.2%

Shares

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

Jul 30, 2024

SELL
$218.01 - $304.74 $251,147 - $351,060
-1,152 Reduced 22.52%
3,963 $1.02 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $372,662 - $470,249
1,484 Added 40.87%
5,115 $1.54 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $119,123 - $162,220
607 Added 20.07%
3,631 $955,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $31,183 - $36,092
154 Added 5.37%
3,024 $613,000
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $51,566 - $60,982
273 Added 10.51%
2,870 $606,000
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $48,932 - $72,520
363 Added 16.25%
2,597 $518,000
Q4 2022

Feb 01, 2023

SELL
$128.21 - $165.27 $53,207 - $68,587
-415 Reduced 15.67%
2,234 $296,000
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $381,032 - $506,674
2,649 New
2,649 $381,000
Q1 2019

Apr 08, 2019

BUY
$130.4 - $166.95 $29,861 - $38,231
229 New
229 $36,000
Q4 2018

Jan 14, 2019

SELL
$120.67 - $159.86 $33,666 - $44,600
-279 Closed
0 $0
Q3 2018

Oct 18, 2018

BUY
$137.15 - $160.43 $6,857 - $8,021
50 Added 21.83%
279 $44,000
Q1 2018

Apr 17, 2018

SELL
$104.03 - $127.99 $12,587 - $15,486
-121 Reduced 34.57%
229 $27,000
Q4 2017

Jan 26, 2018

BUY
$93.94 - $108.8 $11,366 - $13,164
121 Added 52.84%
350 $35,000
Q3 2017

Nov 03, 2017

BUY
$87.63 - $97.71 $20,067 - $22,375
229
229 $21,000

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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