A detailed history of Lex Aurum Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 1,012 shares of CRM stock, worth $270,001. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,012
Previous 1,061 4.62%
Holding current value
$270,001
Previous $319,000 18.5%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jul 15, 2024

SELL
$218.01 - $304.74 $10,682 - $14,932
-49 Reduced 4.62%
1,012 $260,000
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $16,681 - $22,716
-85 Reduced 7.42%
1,061 $279,000
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $232,053 - $268,588
1,146 New
1,146 $232,000
Q1 2023

Apr 11, 2023

BUY
$134.8 - $199.78 $158,120 - $234,341
1,173 New
1,173 $234,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $184,230 - $259,118
-1,184 Closed
0 $0
Q1 2022

May 04, 2022

SELL
$190.54 - $255.46 $16,195 - $21,714
-85 Reduced 6.7%
1,184 $251,000
Q4 2021

Jan 24, 2022

SELL
$247.21 - $309.96 $14,832 - $18,597
-60 Reduced 4.51%
1,269 $322,000
Q3 2021

Nov 03, 2021

SELL
$237.55 - $285.63 $23,755 - $28,563
-100 Reduced 7.0%
1,329 $360,000
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $21,054 - $24,626
-100 Reduced 6.54%
1,429 $349,000
Q1 2021

Apr 22, 2021

SELL
$205.33 - $248.59 $4,106 - $4,971
-20 Reduced 1.29%
1,529 $324,000
Q4 2020

Jan 20, 2021

BUY
$220.15 - $267.07 $19,153 - $23,235
87 Added 5.95%
1,549 $345,000
Q3 2020

Oct 22, 2020

BUY
$185.51 - $281.25 $53,797 - $81,562
290 Added 24.74%
1,462 $367,000
Q2 2020

Jul 22, 2020

BUY
$134.06 - $191.65 $157,118 - $224,613
1,172 New
1,172 $220,000

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
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum 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 Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.