A detailed history of Private Advisory Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Advisory Group LLC holds 13,488 shares of CRM stock, worth $4.61 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,488
Previous 1,192 1031.54%
Holding current value
$4.61 Million
Previous $306,000 1106.21%
% of portfolio
0.45%
Previous 0.04%

Shares

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

Oct 09, 2024

BUY
$238.42 - $276.53 $2.93 Million - $3.4 Million
12,296 Added 1031.54%
13,488 $3.69 Million
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $105,298 - $147,189
-483 Reduced 28.84%
1,192 $306,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $181,308 - $228,787
722 Added 75.76%
1,675 $504,000
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $162,495 - $221,283
-828 Reduced 46.49%
953 $250,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $322,161 - $372,882
-1,591 Reduced 47.18%
1,781 $361,000
Q2 2023

Jan 12, 2024

BUY
$188.89 - $223.38 $300,523 - $355,397
1,591 Added 89.33%
3,372 $712,000
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $326,590 - $386,224
1,729 Added 105.23%
3,372 $712,000
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $221,476 - $328,238
1,643 New
1,643 $328,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $16,541 - $21,996
115 Added 8.63%
1,447 $208,000
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $28,319 - $39,830
182 Added 15.83%
1,332 $220,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $55,447 - $74,338
291 Added 33.88%
1,150 $244,000
Q3 2021

Oct 22, 2021

BUY
$237.55 - $285.63 $204,055 - $245,356
859 New
859 $233,000
Q4 2020

Feb 05, 2021

SELL
$220.15 - $267.07 $183,825 - $223,003
-835 Closed
0 $0
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $154,900 - $234,843
835 New
835 $210,000

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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