Resources Investment Advisors, Llc. Salesforce, Inc. Transaction History

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 37,187 shares of CRM stock, worth $9.68 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
37,187
Previous 36,869 0.86%
Holding current value
$9.68 Million
Previous $9.89 Million 2.49%
% of portfolio
0.12%
Previous 0.12%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$236.26 - $291.15 $75,130 - $92,585
318 Added 0.86%
37,187 $10.1 Million
Q1 2025

Apr 28, 2025
SELL
$268.36 - $359.95 $2.57 Million - $3.45 Million
-9,572 Reduced 20.61%
36,869 $9.89 Million
Q4 2024

Feb 13, 2025
SELL
$270.87 - $367.87 $841,593 - $1.14 Million
-3,107 Reduced 6.27%
46,441 $15.5 Million
Q3 2024

Nov 06, 2024
SELL
$238.42 - $276.53 $941,043 - $1.09 Million
-3,947 Reduced 7.38%
49,548 $13.6 Million
Q2 2024

Aug 02, 2024
BUY
$218.01 - $304.74 $1.36 Million - $1.9 Million
6,231 Added 13.18%
53,495 $13.8 Million
Q1 2024

May 10, 2024
BUY
$251.12 - $316.88 $1.8 Million - $2.27 Million
7,159 Added 17.85%
47,264 $14.2 Million
Q4 2023

Feb 13, 2024
BUY
$196.25 - $267.25 $2.77 Million - $3.78 Million
14,136 Added 54.43%
40,105 $10.6 Million
Q3 2023

Nov 14, 2023
BUY
$202.49 - $234.37 $649,790 - $752,093
3,209 Added 14.1%
25,969 $5.27 Million
Q2 2023

Aug 07, 2023
BUY
$188.89 - $223.38 $1.89 Million - $2.23 Million
9,997 Added 78.33%
22,760 $4.81 Million
Q1 2023

May 10, 2023
BUY
$134.8 - $199.78 $51,089 - $75,716
379 Added 3.06%
12,763 $2.55 Million
Q4 2022

Feb 02, 2023
SELL
$128.21 - $165.27 $157,826 - $203,447
-1,231 Reduced 9.04%
12,384 $1.64 Million
Q3 2022

Nov 08, 2022
BUY
$143.84 - $191.27 $14,671 - $19,509
102 Added 0.75%
13,615 $1.96 Million
Q2 2022

Aug 08, 2022
BUY
$155.6 - $218.85 $1.25 Million - $1.76 Million
8,042 Added 146.99%
13,513 $2.23 Million
Q1 2022

May 05, 2022
BUY
$190.54 - $255.46 $294,765 - $395,196
1,547 Added 39.42%
5,471 $1.16 Million
Q4 2021

Feb 23, 2022
BUY
$247.21 - $309.96 $49,689 - $62,301
201 Added 5.4%
3,924 $997,000
Q3 2021

Nov 05, 2021
SELL
$237.55 - $285.63 $32,544 - $39,131
-137 Reduced 3.55%
3,723 $1.01 Million
Q2 2021

Aug 09, 2021
BUY
$210.54 - $246.26 $211,171 - $246,998
1,003 Added 35.11%
3,860 $942,000
Q1 2021

May 10, 2021
SELL
$205.33 - $248.59 $124,224 - $150,396
-605 Reduced 17.48%
2,857 $605,000
Q4 2020

Feb 08, 2021
BUY
$220.15 - $267.07 $503,042 - $610,254
2,285 Added 194.14%
3,462 $770,000
Q3 2020

Oct 09, 2020
SELL
$185.51 - $281.25 $5,936 - $9,000
-32 Reduced 2.65%
1,177 $295,000
Q2 2020

Aug 14, 2020
BUY
$134.06 - $191.65 $162,078 - $231,704
1,209 New
1,209 $226,000
Q3 2019

Nov 08, 2019
SELL
$139.72 - $159.97 $147,264 - $168,608
-1,054 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
$145.1 - $165.96 $14,510 - $16,596
100 Added 10.48%
1,054 $0
Q1 2019

May 10, 2019
BUY
$130.4 - $166.95 $81,630 - $104,510
626 Added 190.85%
954 $0
Q4 2018

Feb 12, 2019
BUY
$120.67 - $159.86 $39,579 - $52,434
328 New
328 $45,000
Q3 2018

Nov 07, 2018
SELL
$137.15 - $160.43 $172,671 - $201,981
-1,259 Closed
0 $0
Q2 2018

Aug 15, 2018
BUY
$115.3 - $139.8 $111,264 - $134,907
965 Added 328.23%
1,259 $172,000
Q1 2018

May 14, 2018
SELL
$104.03 - $127.99 $65,330 - $80,377
-628 Reduced 68.11%
294 $34,000
Q4 2017

Jan 31, 2018
SELL
$93.94 - $108.8 $35,227 - $40,800
-375 Reduced 28.91%
922 $94,000
Q3 2017

Nov 13, 2017
SELL
$87.63 - $97.71 $94,202 - $105,038
-1,075 Reduced 45.32%
1,297 $121,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,372
2,372 $205,000

Others Institutions Holding CRM

# of Institutions
3,377
Shares Held
775M
Call Options Held
18.8M
Put Options Held
18.2M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $260B
  • 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 Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email