A detailed history of Lvw Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lvw Advisors, LLC holds 1,846 shares of CRM stock, worth $630,815. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,846
Previous 1,826 1.1%
Holding current value
$630,815
Previous $469,000 7.68%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$238.42 - $276.53 $4,768 - $5,530
20 Added 1.1%
1,846 $505,000
Q2 2024

Jul 15, 2024

SELL
$218.01 - $304.74 $1,526 - $2,133
-7 Reduced 0.38%
1,826 $469,000
Q1 2024

Apr 17, 2024

BUY
$251.12 - $316.88 $41,685 - $52,602
166 Added 9.96%
1,833 $552,000
Q4 2023

Jan 12, 2024

BUY
$196.25 - $267.25 $62,211 - $84,718
317 Added 23.48%
1,667 $438,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $273,361 - $316,399
1,350 New
1,350 $273,000
Q4 2021

Jan 26, 2022

SELL
$247.21 - $309.96 $267,481 - $335,376
-1,082 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $237 - $285
1 Added 0.09%
1,082 $293,000
Q1 2021

Apr 19, 2021

SELL
$205.33 - $248.59 $67,758 - $82,034
-330 Reduced 23.39%
1,081 $229,000
Q4 2020

Feb 04, 2021

SELL
$220.15 - $267.07 $6,604 - $8,012
-30 Reduced 2.08%
1,411 $314,000
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $267,319 - $405,281
1,441 New
1,441 $362,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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