A detailed history of Mutual Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mutual Advisors, LLC holds 11,356 shares of CRM stock, worth $3.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,356
Previous 13,543 16.15%
Holding current value
$3.91 Million
Previous $3.48 Million 10.72%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 25, 2024

SELL
$238.42 - $276.53 $521,424 - $604,771
-2,187 Reduced 16.15%
11,356 $3.11 Million
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $628,304 - $878,260
2,882 Added 27.03%
13,543 $3.48 Million
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $97,183 - $122,632
387 Added 3.77%
10,661 $3.21 Million
Q4 2023

Jan 12, 2024

SELL
$196.25 - $267.25 $162,691 - $221,550
-829 Reduced 7.47%
10,274 $2.7 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $386,553 - $447,412
1,909 Added 20.76%
11,103 $2.25 Million
Q2 2023

Jul 31, 2023

SELL
$188.89 - $223.38 $107,667 - $127,326
-570 Reduced 5.84%
9,194 $1.94 Million
Q1 2023

Apr 11, 2023

BUY
$134.8 - $199.78 $5,392 - $7,991
40 Added 0.41%
9,764 $1.95 Million
Q4 2022

Jan 12, 2023

SELL
$128.21 - $165.27 $25,642 - $33,054
-200 Reduced 2.02%
9,724 $0
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $202,814 - $269,690
1,410 Added 16.56%
9,924 $1.43 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $32,053 - $45,083
-206 Reduced 2.36%
8,514 $1.41 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $309,246 - $414,611
1,623 Added 22.87%
8,720 $1.85 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $213,342 - $267,495
863 Added 13.84%
7,097 $1.8 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $199,304 - $239,643
839 Added 15.55%
6,234 $1.69 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $180,222 - $210,798
856 Added 18.86%
5,395 $1.32 Million
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $104,307 - $126,283
508 Added 12.6%
4,539 $962,000
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $139,575 - $169,322
634 Added 18.66%
4,031 $897,000
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $160,466 - $243,281
865 Added 34.16%
3,397 $854,000
Q2 2020

Aug 05, 2020

SELL
$134.06 - $191.65 $134 - $191
-1 Reduced 0.04%
2,532 $474,000
Q1 2020

May 13, 2020

BUY
$124.3 - $193.36 $53,449 - $83,144
430 Added 20.45%
2,533 $365,000
Q4 2019

Feb 11, 2020

BUY
$142.33 - $164.98 $299,319 - $346,952
2,103 New
2,103 $342,000
Q3 2019

Nov 01, 2019

SELL
$139.72 - $159.97 $383,112 - $438,637
-2,742 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$145.1 - $165.96 $65,295 - $74,682
450 Added 19.63%
2,742 $416,000
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $8,736 - $11,185
67 Added 3.01%
2,292 $363,000
Q4 2018

Feb 15, 2019

SELL
$120.67 - $159.86 $395,073 - $523,381
-3,274 Reduced 59.54%
2,225 $305,000
Q3 2018

Nov 15, 2018

BUY
$137.15 - $160.43 $423,107 - $494,926
3,085 Added 127.8%
5,499 $875,000
Q2 2018

Aug 15, 2018

BUY
$115.3 - $139.8 $35,512 - $43,058
308 Added 14.62%
2,414 $329,000
Q1 2018

May 11, 2018

BUY
$104.03 - $127.99 $219,087 - $269,546
2,106 New
2,106 $245,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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