A detailed history of New Edge Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 71,343 shares of CRM stock, worth $16.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
71,343
Previous 60,197 18.52%
Holding current value
$16.7 Million
Previous $15.8 Million 35.65%
% of portfolio
0.19%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $2.8 Million - $3.53 Million
11,146 Added 18.52%
71,343 $21.5 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $2.38 Million - $3.24 Million
12,139 Added 25.26%
60,197 $15.8 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $1.66 Million - $1.92 Million
8,188 Added 20.54%
48,058 $9.75 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $1.88 Million - $2.23 Million
9,978 Added 33.38%
39,870 $8.42 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $1.18 Million - $1.76 Million
8,789 Added 41.65%
29,892 $5.97 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $256 - $330
-2 Reduced 0.01%
21,103 $2.8 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $33,227 - $44,183
-231 Reduced 1.08%
21,105 $3.04 Million
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $53,993 - $75,940
347 Added 1.65%
21,336 $3.52 Million
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $1.41 Million - $1.89 Million
-7,401 Reduced 26.07%
20,989 $4.46 Million
Q4 2021

Feb 17, 2022

BUY
$247.21 - $309.96 $2.22 Million - $2.78 Million
8,975 Added 46.23%
28,390 $7.22 Million
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $320,930 - $385,886
1,351 Added 7.48%
19,415 $5.27 Million
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $89,900 - $105,153
427 Added 2.42%
18,064 $4.41 Million
Q1 2021

Apr 26, 2021

BUY
$205.33 - $248.59 $120,323 - $145,673
586 Added 3.44%
17,637 $3.74 Million
Q4 2020

Jan 27, 2021

SELL
$220.15 - $267.07 $2.58 Million - $3.13 Million
-11,717 Reduced 40.73%
17,051 $3.79 Million
Q3 2020

Nov 03, 2020

BUY
$185.51 - $281.25 $483,068 - $732,375
2,604 Added 9.95%
28,768 $7.23 Million
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $2.16 Million - $3.09 Million
16,141 Added 161.04%
26,164 $4.9 Million
Q1 2020

May 04, 2020

BUY
$124.3 - $193.36 $192,665 - $299,708
1,550 Added 18.29%
10,023 $1.44 Million
Q4 2019

Jan 31, 2020

SELL
$142.33 - $164.98 $273,415 - $316,926
-1,921 Reduced 18.48%
8,473 $1.38 Million
Q3 2019

Nov 06, 2019

BUY
$139.72 - $159.97 $358,242 - $410,163
2,564 Added 32.75%
10,394 $1.54 Million
Q2 2019

Aug 05, 2019

SELL
$145.1 - $165.96 $60,796 - $69,537
-419 Reduced 5.08%
7,830 $1.19 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $1.08 Million - $1.38 Million
8,249 New
8,249 $1.31 Million
Q1 2019

May 09, 2019

SELL
$130.4 - $166.95 $1.04 Million - $1.33 Million
-7,983 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
$120.67 - $159.86 $474,353 - $628,409
3,931 Added 97.01%
7,983 $1.09 Million
Q3 2018

Oct 29, 2018

BUY
$137.15 - $160.43 $317,502 - $371,395
2,315 Added 133.28%
4,052 $644,000
Q2 2018

Jul 19, 2018

BUY
$115.3 - $139.8 $200,276 - $242,832
1,737 New
1,737 $244,000
Q1 2018

May 11, 2018

SELL
$104.03 - $127.99 $191,727 - $235,885
-1,843 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$93.94 - $108.8 $173,131 - $200,518
1,843
1,843 $201,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $234B
  • 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 New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.