A detailed history of Prospera Financial Services Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Prospera Financial Services Inc holds 50,744 shares of CRM stock, worth $13.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
50,744
Previous 29,673 71.01%
Holding current value
$13.5 Million
Previous $7.81 Million 67.09%
% of portfolio
0.37%
Previous 0.26%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $4.59 Million - $6.42 Million
21,071 Added 71.01%
50,744 $13 Million
Q1 2024

Aug 13, 2024

SELL
$251.12 - $316.88 $3.02 Million - $3.81 Million
-12,030 Reduced 23.71%
38,714 $11.7 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $1.48 Million - $2.02 Million
-7,566 Reduced 20.32%
29,673 $7.81 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $66,416 - $76,873
328 Added 0.89%
37,239 $7.55 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $37,966 - $44,899
-201 Reduced 0.54%
36,911 $7.8 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $39,631 - $58,735
294 Added 0.8%
37,112 $7.41 Million
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $494,377 - $637,281
-3,856 Reduced 9.48%
36,818 $4.88 Million
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $23,445 - $31,177
163 Added 0.4%
40,674 $5.85 Million
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $906,992 - $1.28 Million
5,829 Added 16.81%
40,511 $6.69 Million
Q1 2022

May 04, 2022

SELL
$190.54 - $255.46 $2.17 Million - $2.91 Million
-11,399 Reduced 24.74%
34,682 $7.36 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $5.52 Million - $6.92 Million
22,324 Added 93.97%
46,081 $11.7 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $1.38 Million - $1.67 Million
-5,830 Reduced 19.7%
23,757 $6.44 Million
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $1.11 Million - $1.29 Million
-5,251 Reduced 15.07%
29,587 $7.23 Million
Q1 2021

May 06, 2021

BUY
$205.33 - $248.59 $1.72 Million - $2.09 Million
8,398 Added 31.76%
34,838 $7.38 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $5.69 Million - $6.91 Million
25,855 Added 4419.66%
26,440 $5.88 Million
Q3 2020

Nov 04, 2020

SELL
$185.51 - $281.25 $434,278 - $658,406
-2,341 Reduced 80.01%
585 $147,000
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $105,505 - $150,828
787 Added 36.79%
2,926 $548,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $6,339 - $9,861
-51 Reduced 2.33%
2,139 $308,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $17,506 - $20,292
123 Added 5.95%
2,190 $356,000
Q3 2019

Oct 22, 2019

BUY
$139.72 - $159.97 $38,842 - $44,471
278 Added 15.54%
2,067 $307,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $259,583 - $296,902
1,789 New
1,789 $274,000
Q2 2019

Aug 14, 2019

SELL
$145.1 - $165.96 $244,203 - $279,310
-1,683 Closed
0 $0
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $219,463 - $280,976
1,683 New
1,683 $267,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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