A detailed history of Morris Retirement Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 1,004 shares of CRM stock, worth $339,803. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,004
Previous 904 11.06%
Holding current value
$339,803
Previous $232,000 18.1%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 03, 2024

BUY
$238.42 - $276.53 $23,842 - $27,652
100 Added 11.06%
1,004 $274,000
Q1 2024

May 03, 2024

SELL
$251.12 - $316.88 $5,524 - $6,971
-22 Reduced 2.38%
904 $272,000
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $181,727 - $247,473
926 New
926 $243,000
Q2 2023

Jul 17, 2023

SELL
$188.89 - $223.38 $35,133 - $41,548
-186 Reduced 15.15%
1,042 $220,000
Q1 2023

Apr 13, 2023

BUY
$134.8 - $199.78 $165,534 - $245,329
1,228 New
1,228 $245,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $182,052 - $256,054
-1,170 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $5,144 - $6,897
27 Added 2.36%
1,170 $248,000
Q4 2021

Feb 02, 2022

SELL
$247.21 - $309.96 $15,821 - $19,837
-64 Reduced 5.3%
1,143 $290,000
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $17,474 - $20,439
83 Added 7.38%
1,207 $295,000
Q1 2021

May 04, 2021

SELL
$205.33 - $248.59 $1,231 - $1,491
-6 Reduced 0.53%
1,124 $238,000
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $248,769 - $301,789
1,130 New
1,130 $251,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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