A detailed history of My Legacy Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, My Legacy Advisors, LLC holds 2,742 shares of CRM stock, worth $936,996. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,742
Previous 3,201 14.34%
Holding current value
$936,996
Previous $822,000 8.76%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Oct 21, 2024

SELL
$238.42 - $276.53 $109,434 - $126,927
-459 Reduced 14.34%
2,742 $750,000
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $195,990 - $273,961
899 Added 39.05%
3,201 $822,000
Q1 2024

Jul 25, 2024

SELL
$251.12 - $316.88 $85,631 - $108,056
-341 Reduced 10.65%
2,860 $861,000
Q4 2023

Jan 12, 2024

BUY
$196.25 - $267.25 $451,767 - $615,209
2,302 New
2,302 $605,000

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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy 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 My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.