A detailed history of Naples Global Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,031 shares of CRM stock, worth $1.72 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,031
Previous 2,656 164.72%
Holding current value
$1.72 Million
Previous $799,000 126.16%
% of portfolio
0.18%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$218.01 - $304.74 $953,793 - $1.33 Million
4,375 Added 164.72%
7,031 $1.81 Million
Q4 2023

Jan 11, 2024

BUY
$196.25 - $267.25 $19,428 - $26,457
99 Added 3.87%
2,656 $698,000
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $73,503 - $85,076
363 Added 16.55%
2,557 $518,000
Q2 2023

Jul 17, 2023

BUY
$188.89 - $223.38 $60,633 - $71,704
321 Added 17.14%
2,194 $463,000
Q1 2023

Apr 17, 2023

SELL
$134.8 - $199.78 $4,852 - $7,192
-36 Reduced 1.89%
1,873 $374,000
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $43,719 - $56,357
341 Added 21.75%
1,909 $0
Q3 2022

Oct 20, 2022

BUY
$143.84 - $191.27 $27,185 - $36,150
189 Added 13.71%
1,568 $226,000
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $36,254 - $50,992
233 Added 20.33%
1,379 $228,000
Q1 2022

Apr 28, 2022

SELL
$190.54 - $255.46 $14,290 - $19,159
-75 Reduced 6.14%
1,146 $243,000
Q3 2021

Oct 25, 2021

BUY
$237.55 - $285.63 $1,425 - $1,713
6 Added 0.49%
1,221 $331,000
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $10,527 - $12,313
-50 Reduced 3.95%
1,215 $297,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $10,266 - $12,429
50 Added 4.12%
1,265 $268,000
Q3 2020

Oct 26, 2020

SELL
$185.51 - $281.25 $48,232 - $73,125
-260 Reduced 17.63%
1,215 $305,000
Q1 2020

Apr 27, 2020

BUY
$124.3 - $193.36 $183,342 - $285,206
1,475 New
1,475 $212,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $244B
  • 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 Naples Global Advisors, LLC Portfolio

Follow Naples Global 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 Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.