A detailed history of Proficio Capital Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Proficio Capital Partners LLC holds 1,638 shares of CRM stock, worth $527,845. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,638
Previous 2,064 20.64%
Holding current value
$527,845
Previous $530,000 15.47%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 01, 2024

SELL
$238.42 - $276.53 $101,566 - $117,801
-426 Reduced 20.64%
1,638 $448,000
Q2 2024

Jul 25, 2024

SELL
$218.01 - $304.74 $36,625 - $51,196
-168 Reduced 7.53%
2,064 $530,000
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $65,542 - $82,705
261 Added 13.24%
2,232 $672,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $25,708 - $35,009
131 Added 7.12%
1,971 $518,000
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $11,339 - $13,124
56 Added 3.14%
1,840 $373,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $112,200 - $132,687
-594 Reduced 24.98%
1,784 $376,000
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $63.4 Million - $94 Million
-470,301 Reduced 99.5%
2,378 $475,000
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $63.4 Million - $94 Million
470,584 Added 22462.24%
472,679 $94.4 Million
Q4 2022

Jan 30, 2023

BUY
$128.21 - $165.27 $38,334 - $49,415
299 Added 16.65%
2,095 $277,000
Q3 2022

Oct 11, 2022

SELL
$143.84 - $191.27 $16,541 - $21,996
-115 Reduced 6.02%
1,796 $235,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $2,800 - $3,939
-18 Reduced 0.93%
1,911 $315,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $198,733 - $266,444
-1,043 Reduced 35.09%
1,929 $410,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $13,349 - $16,737
54 Added 1.85%
2,972 $755,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $42,283 - $50,842
178 Added 6.5%
2,918 $791,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $31,370 - $36,692
149 Added 5.75%
2,740 $669,000
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $125,661 - $152,137
612 Added 30.92%
2,591 $549,000
Q4 2020

Feb 11, 2021

SELL
$220.15 - $267.07 $47,112 - $57,152
-214 Reduced 9.76%
1,979 $440,000
Q3 2020

Nov 02, 2020

BUY
$185.51 - $281.25 $43,038 - $65,250
232 Added 11.83%
2,193 $526,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $10,858 - $15,523
-81 Reduced 3.97%
1,961 $367,000
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $77,936 - $121,236
627 Added 44.31%
2,042 $284,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $201,396 - $233,446
1,415 New
1,415 $230,000
Q3 2019

Nov 13, 2019

SELL
$139.72 - $159.97 $124,211 - $142,213
-889 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$145.1 - $165.96 $41,498 - $47,464
-286 Reduced 24.34%
889 $135,000
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $96,365 - $123,376
739 Added 169.5%
1,175 $186,000
Q4 2018

Feb 08, 2019

BUY
$120.67 - $159.86 $14,480 - $19,183
120 Added 37.97%
436 $60,000
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $960 - $1,123
7 Added 2.27%
316 $50,000
Q2 2018

Aug 10, 2018

SELL
$115.3 - $139.8 $230 - $279
-2 Reduced 0.64%
309 $42,000
Q1 2018

May 14, 2018

SELL
$104.03 - $127.99 $1,040 - $1,279
-10 Reduced 3.12%
311 $36,000
Q4 2017

Feb 09, 2018

BUY
$93.94 - $108.8 $2,818 - $3,264
30 Added 10.31%
321 $33,000
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $25,500 - $28,433
291
291 $27,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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