A detailed history of Roberts Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Roberts Capital Advisors, LLC holds 3,262 shares of CRM stock, worth $972,108. This represents 0.81% of its overall portfolio holdings.

Number of Shares
3,262
Previous 3,262 -0.0%
Holding current value
$972,108
Previous $982,000 14.66%
% of portfolio
0.81%
Previous 0.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $59,013 - $74,466
-235 Reduced 6.72%
3,262 $982,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $864,493 - $1.08 Million
3,497 New
3,497 $889,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $298B
  • 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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