A detailed history of Rise Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Rise Advisors, LLC holds 825 shares of CRM stock, worth $220,110. This represents 0.11% of its overall portfolio holdings.

Number of Shares
825
Previous 854 3.4%
Holding current value
$220,110
Previous $257,000 17.51%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Jul 09, 2024

SELL
$218.01 - $304.74 $6,322 - $8,837
-29 Reduced 3.4%
825 $212,000
Q1 2024

Apr 09, 2024

BUY
$251.12 - $316.88 $124,053 - $156,538
494 Added 137.22%
854 $257,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $40,700 - $47,108
201 Added 126.42%
360 $73,000
Q2 2023

Jul 10, 2023

SELL
$188.89 - $223.38 $8,688 - $10,275
-46 Reduced 22.44%
159 $33,000
Q4 2022

Jan 06, 2023

SELL
$128.21 - $165.27 $13,462 - $17,353
-105 Reduced 33.87%
205 $0
Q3 2022

Oct 11, 2022

BUY
$143.84 - $191.27 $7,192 - $9,563
50 Added 19.23%
310 $45,000
Q1 2022

Apr 22, 2022

BUY
$190.54 - $255.46 $9,527 - $12,773
50 Added 23.81%
260 $55,000
Q4 2021

Feb 24, 2022

BUY
$247.21 - $309.96 $51,914 - $65,091
210 New
210 $53.4 Million

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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