A detailed history of Resonant Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 3,438 shares of CRM stock, worth $988,493. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,438
Previous 3,226 6.57%
Holding current value
$988,493
Previous $971,000 9.06%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 01, 2024

BUY
$218.01 - $304.74 $46,218 - $64,604
212 Added 6.57%
3,438 $883,000
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $398,025 - $502,254
1,585 Added 96.59%
3,226 $971,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $13,933 - $18,974
71 Added 4.52%
1,641 $431,000
Q3 2023

Oct 31, 2023

BUY
$202.49 - $234.37 $10,529 - $12,187
52 Added 3.43%
1,570 $318,000
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $33,811 - $39,985
179 Added 13.37%
1,518 $320,000
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $34,239 - $50,744
-254 Reduced 15.94%
1,339 $267,000
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $204,238 - $263,275
1,593 New
1,593 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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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