A detailed history of Level Four Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 35,027 shares of CRM stock, worth $9.22 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
35,027
Previous 33,635 4.14%
Holding current value
$9.22 Million
Previous $8.85 Million 19.2%
% of portfolio
0.57%
Previous 0.52%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $349,559 - $441,096
1,392 Added 4.14%
35,027 $10.5 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $130,113 - $177,186
663 Added 2.01%
33,635 $8.85 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $6.68 Million - $7.73 Million
32,972 New
32,972 $6.69 Million
Q1 2023

Jun 05, 2023

BUY
$134.8 - $199.78 $1.54 Million - $2.29 Million
11,451 Added 57.64%
31,318 $6.26 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $7,051 - $9,089
55 Added 0.28%
19,867 $2.63 Million
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $69,043 - $91,809
480 Added 2.48%
19,812 $2.85 Million
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $345,276 - $485,628
2,219 Added 12.97%
19,332 $3.19 Million
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $32,391 - $43,428
170 Added 1.0%
17,113 $3.63 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $282,561 - $354,284
1,143 Added 7.23%
16,943 $4.31 Million
Q3 2021

Oct 12, 2021

SELL
$237.55 - $285.63 $2.43 Million - $2.92 Million
-10,215 Reduced 39.27%
15,800 $4.29 Million
Q2 2021

Aug 09, 2021

BUY
$210.54 - $246.26 $128,850 - $150,711
612 Added 2.41%
26,015 $6.36 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $141,267 - $171,029
688 Added 2.78%
25,403 $5.38 Million
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $59,660 - $72,375
271 Added 1.11%
24,715 $5.5 Million
Q3 2020

Nov 02, 2020

SELL
$185.51 - $281.25 $463,589 - $702,843
-2,499 Reduced 9.28%
24,444 $6.14 Million
Q2 2020

Aug 17, 2020

BUY
$134.06 - $191.65 $3.45 Million - $4.94 Million
25,765 Added 2187.18%
26,943 $5.05 Million
Q2 2020

Jul 27, 2020

SELL
$134.06 - $191.65 $1.86 Million - $2.66 Million
-13,877 Reduced 92.18%
1,178 $221,000
Q1 2020

May 13, 2020

BUY
$124.3 - $193.36 $1.4 Million - $2.17 Million
11,239 Added 294.52%
15,055 $2.16 Million
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $160,263 - $185,767
1,126 Added 41.86%
3,816 $611,000
Q3 2019

Nov 12, 2019

SELL
$139.72 - $159.97 $8,103 - $9,278
-58 Reduced 2.11%
2,690 $399,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $47,883 - $54,766
330 Added 13.65%
2,748 $417,000
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $54,376 - $69,618
-417 Reduced 14.71%
2,418 $383,000
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $332,445 - $440,414
-2,755 Reduced 49.28%
2,835 $388,000
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $1.28 Million - $1.5 Million
-9,369 Reduced 62.63%
5,590 $889,000
Q2 2018

Aug 14, 2018

SELL
$115.3 - $139.8 $35,512 - $43,058
-308 Reduced 2.02%
14,959 $2.04 Million
Q1 2018

May 14, 2018

SELL
$104.03 - $127.99 $122,339 - $150,516
-1,176 Reduced 7.15%
15,267 $1.78 Million
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $51,009 - $59,078
543 Added 3.42%
16,443 $1.68 Million
Q3 2017

Apr 03, 2018

SELL
$87.63 - $97.71 $27,515 - $30,680
-314 Reduced 1.94%
15,900 $1.49 Million
Q3 2017

Nov 15, 2017

BUY
$87.63 - $97.71 $635,843 - $708,983
7,256 Added 81.0%
16,214 $1.54 Million
Q2 2017

Sep 20, 2017

SELL
N/A
-6,579 Reduced 42.34%
8,958 $764,000
Q1 2017

Sep 20, 2017

BUY
N/A
15,537
15,537 $1.31 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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