A detailed history of Personal Cfo Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,294 shares of CRM stock, worth $1.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,294
Previous 7,982 46.2%
Holding current value
$1.47 Million
Previous $2.05 Million 42.74%
% of portfolio
0.17%
Previous 0.32%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $879,292 - $1.02 Million
-3,688 Reduced 46.2%
4,294 $1.18 Million
Q2 2024

Aug 09, 2024

SELL
$218.01 - $304.74 $44,910 - $62,776
-206 Reduced 2.52%
7,982 $2.05 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $117,273 - $147,982
467 Added 6.05%
8,188 $2.47 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $112,647 - $153,401
-574 Reduced 6.92%
7,721 $2.03 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $160,574 - $185,855
793 Added 10.57%
8,295 $1.68 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $294,290 - $348,026
-1,558 Reduced 17.2%
7,502 $1.58 Million
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $63,221 - $93,696
469 Added 5.46%
9,060 $1.81 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $73,592 - $94,864
-574 Reduced 6.26%
8,591 $1.14 Million
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $205,547 - $273,324
1,429 Added 18.47%
9,165 $1.32 Million
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $37,032 - $52,086
238 Added 3.17%
7,736 $1.28 Million
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $53,160 - $71,273
279 Added 3.86%
7,498 $1.59 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $44,250 - $55,482
179 Added 2.54%
7,219 $1.84 Million
Q3 2021

Nov 18, 2021

SELL
$237.55 - $285.63 $2,850 - $3,427
-12 Reduced 0.17%
7,040 $1.91 Million
Q2 2021

Jul 22, 2021

SELL
$210.54 - $246.26 $148,641 - $173,859
-706 Reduced 9.1%
7,052 $1.72 Million
Q1 2021

Apr 21, 2021

BUY
$205.33 - $248.59 $280,480 - $339,573
1,366 Added 21.37%
7,758 $1.64 Million
Q4 2020

Feb 09, 2021

SELL
$220.15 - $267.07 $9,906 - $12,018
-45 Reduced 0.7%
6,392 $1.42 Million
Q3 2020

Nov 02, 2020

SELL
$185.51 - $281.25 $31,165 - $47,250
-168 Reduced 2.54%
6,437 $2,000
Q2 2020

Aug 03, 2020

SELL
$134.06 - $191.65 $8,982 - $12,840
-67 Reduced 1.0%
6,605 $1.24 Million
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $304,659 - $473,925
2,451 Added 58.07%
6,672 $961,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $600,774 - $696,380
4,221 New
4,221 $685,000

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
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