A detailed history of Mount Yale Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,190 shares of CRM stock, worth $5.42 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
18,190
Previous 100 18090.0%
Holding current value
$5.42 Million
Previous $25,000 19812.0%
% of portfolio
0.48%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $4.34 Million - $5.03 Million
18,190 New
18,190 $4.98 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $117,524 - $148,299
468 Added 59.24%
1,258 $378,000
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $1.07 Million - $1.46 Million
-5,453 Reduced 87.35%
790 $207,000
Q3 2023

Oct 11, 2023

BUY
$202.49 - $234.37 $915,457 - $1.06 Million
4,521 Added 262.54%
6,243 $1.27 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $325,268 - $384,660
1,722 New
1,722 $363,000
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $353,367 - $497,008
-2,271 Closed
0 $0
Q1 2022

May 03, 2022

SELL
$190.54 - $255.46 $446,435 - $598,542
-2,343 Reduced 50.78%
2,271 $482,000
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $8,157 - $10,228
33 Added 0.72%
4,614 $1.17 Million
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $96,207 - $115,680
405 Added 9.7%
4,581 $1.24 Million
Q2 2021

Aug 04, 2021

BUY
$210.54 - $246.26 $4,842 - $5,663
23 Added 0.55%
4,176 $1.02 Million
Q1 2021

May 04, 2021

SELL
$205.33 - $248.59 $305,941 - $370,399
-1,490 Reduced 26.4%
4,153 $880,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $59,220 - $71,841
269 Added 5.01%
5,643 $1.26 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $374,173 - $567,281
2,017 Added 60.08%
5,374 $1.35 Million
Q2 2020

Jul 09, 2020

BUY
$134.06 - $191.65 $450,039 - $643,369
3,357 New
3,357 $629,000
Q1 2020

May 04, 2020

SELL
$124.3 - $193.36 $207,829 - $323,297
-1,672 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$142.33 - $164.98 $49,957 - $57,907
-351 Reduced 17.35%
1,672 $305,000
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $73,213 - $83,824
524 Added 34.96%
2,023 $329,000
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $217,504 - $248,774
1,499 New
1,499 $212,000
Q4 2018

Feb 14, 2019

SELL
$120.67 - $159.86 $216,481 - $286,788
-1,794 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $1,097 - $1,283
-8 Reduced 0.44%
1,794 $254,000
Q2 2018

Aug 22, 2018

BUY
$115.3 - $139.8 $7,263 - $8,807
63 Added 3.62%
1,802 $246,000
Q1 2018

Jun 25, 2018

BUY
$104.03 - $127.99 $180,908 - $222,574
1,739 New
1,739 $202,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $298B
  • 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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