A detailed history of One Ascent Financial Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,459 shares of CRM stock, worth $501,385. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,459
Previous 2,686 45.68%
Holding current value
$501,385
Previous $691,000 42.11%
% of portfolio
0.29%
Previous 0.1%

Shares

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

Nov 07, 2024

SELL
$238.42 - $276.53 $292,541 - $339,302
-1,227 Reduced 45.68%
1,459 $400,000
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $46,872 - $65,519
215 Added 8.7%
2,686 $691,000
Q1 2024

Apr 16, 2024

SELL
$251.12 - $316.88 $25,112 - $31,688
-100 Reduced 3.89%
2,471 $745,000
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $118,142 - $160,884
-602 Reduced 18.97%
2,571 $677,000
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $68,644 - $79,451
339 Added 11.96%
3,173 $643,000
Q2 2023

Jul 10, 2023

BUY
$188.89 - $223.38 $535,314 - $633,058
2,834 New
2,834 $599,000

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
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.