A detailed history of Pro Vise Management Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 5,478 shares of CRM stock, worth $1.87 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,478
Previous 5,518 0.72%
Holding current value
$1.87 Million
Previous $1.42 Million 5.71%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $9,536 - $11,061
-40 Reduced 0.72%
5,478 $1.5 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $12,208 - $17,065
56 Added 1.03%
5,518 $1.42 Million
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $154,187 - $194,564
-614 Reduced 10.11%
5,462 $1.65 Million
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $24,138 - $32,871
-123 Reduced 1.98%
6,076 $1.6 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $16,199 - $18,749
80 Added 1.31%
6,199 $1.26 Million
Q2 2023

Aug 24, 2023

BUY
$188.89 - $223.38 $25,877 - $30,603
137 Added 2.29%
6,119 $1.29 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $65,243 - $96,693
484 Added 8.8%
5,982 $1.2 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $54,232 - $69,909
-423 Reduced 7.14%
5,498 $729,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $142,545 - $189,548
-991 Reduced 14.34%
5,921 $852,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $304,042 - $427,632
-1,954 Reduced 22.04%
6,912 $1.14 Million
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $14,099 - $18,904
74 Added 0.84%
8,866 $1.88 Million
Q4 2021

Jan 18, 2022

SELL
$247.21 - $309.96 $117,424 - $147,231
-475 Reduced 5.13%
8,792 $2.23 Million
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $23,517 - $28,277
99 Added 1.08%
9,267 $2.51 Million
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $4,631 - $5,417
-22 Reduced 0.24%
9,168 $2.24 Million
Q1 2021

Apr 22, 2021

BUY
$205.33 - $248.59 $25,666 - $31,073
125 Added 1.38%
9,190 $1.95 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $237,762 - $288,435
1,080 Added 13.53%
9,065 $2.02 Million
Q3 2020

Oct 26, 2020

SELL
$185.51 - $281.25 $4,637 - $7,031
-25 Reduced 0.31%
7,985 $2.01 Million
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $80,436 - $114,990
600 Added 8.1%
8,010 $1.5 Million
Q1 2020

May 07, 2020

SELL
$124.3 - $193.36 $9,944 - $15,468
-80 Reduced 1.07%
7,410 $1.07 Million
Q4 2019

Feb 11, 2020

BUY
$142.33 - $164.98 $2,846 - $3,299
20 Added 0.27%
7,490 $1.22 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $24,451 - $27,994
175 Added 2.4%
7,470 $1.11 Million
Q2 2019

Aug 09, 2019

BUY
$145.1 - $165.96 $52,236 - $59,745
360 Added 5.19%
7,295 $1.11 Million
Q1 2019

May 13, 2019

SELL
$130.4 - $166.95 $58,680 - $75,127
-450 Reduced 6.09%
6,935 $1.1 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $177,988 - $235,793
1,475 Added 24.96%
7,385 $1.01 Million
Q3 2018

Nov 05, 2018

SELL
$137.15 - $160.43 $34,287 - $40,107
-250 Reduced 4.06%
5,910 $940,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $46,120 - $55,920
400 Added 6.94%
6,160 $840,000
Q1 2018

May 09, 2018

BUY
$104.03 - $127.99 $15,604 - $19,198
150 Added 2.67%
5,760 $670,000
Q4 2017

Feb 07, 2018

BUY
$93.94 - $108.8 $25,833 - $29,920
275 Added 5.15%
5,610 $574,000
Q3 2017

Nov 08, 2017

BUY
$87.63 - $97.71 $467,506 - $521,282
5,335
5,335 $498,000

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
Track This Portfolio

Track Pro Vise Management Group, LLC Portfolio

Follow Pro Vise Management Group, 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 Pro Vise Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pro Vise Management Group, LLC with notifications on news.