A detailed history of Ropes Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 3,739 shares of CRM stock, worth $1.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,739
Previous 3,859 3.11%
Holding current value
$1.23 Million
Previous $815,000 6.99%
% of portfolio
0.15%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $24,298 - $28,124
-120 Reduced 3.11%
3,739 $758,000
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $27,011 - $31,943
143 Added 3.85%
3,859 $815,000
Q1 2023

May 08, 2023

BUY
$134.8 - $199.78 $3,639 - $5,394
27 Added 0.73%
3,716 $742,000
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $32,565 - $41,978
254 Added 7.39%
3,689 $489,000
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $2,876 - $3,825
20 Added 0.59%
3,435 $494,000
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $11,047 - $15,538
71 Added 2.12%
3,415 $564,000
Q1 2022

May 04, 2022

SELL
$190.54 - $255.46 $4,001 - $5,364
-21 Reduced 0.62%
3,344 $709,000
Q4 2021

Feb 10, 2022

SELL
$247.21 - $309.96 $8,405 - $10,538
-34 Reduced 1.0%
3,365 $855,000
Q3 2021

Nov 05, 2021

BUY
$237.55 - $285.63 $14,965 - $17,994
63 Added 1.89%
3,399 $922,000
Q2 2021

Aug 04, 2021

BUY
$210.54 - $246.26 $52,213 - $61,072
248 Added 8.03%
3,336 $815,000
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $13,757 - $16,655
67 Added 2.22%
3,088 $666,000
Q4 2020

Feb 05, 2021

BUY
$220.15 - $267.07 $6,824 - $8,279
31 Added 1.04%
3,021 $672,000
Q3 2020

Oct 16, 2020

SELL
$185.51 - $281.25 $8,718 - $13,218
-47 Reduced 1.55%
2,990 $751,000
Q2 2020

Jul 20, 2020

BUY
$134.06 - $191.65 $6,971 - $9,965
52 Added 1.74%
3,037 $569,000
Q1 2020

Apr 24, 2020

BUY
$124.3 - $193.36 $8,452 - $13,148
68 Added 2.33%
2,985 $430,000
Q4 2019

Feb 05, 2020

BUY
$142.33 - $164.98 $4,981 - $5,774
35 Added 1.21%
2,917 $474,000
Q3 2019

Nov 05, 2019

BUY
$139.72 - $159.97 $16,067 - $18,396
115 Added 4.16%
2,882 $428,000
Q2 2019

Jul 31, 2019

BUY
$145.1 - $165.96 $2,611 - $2,987
18 Added 0.65%
2,767 $420,000
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $49,836 - $66,022
-413 Reduced 13.06%
2,749 $377,000
Q4 2017

Feb 13, 2018

SELL
$93.94 - $108.8 $75,152 - $87,040
-800 Reduced 20.19%
3,162 $323,000
Q3 2017

Nov 09, 2017

BUY
$87.63 - $97.71 $347,190 - $387,127
3,962
3,962 $370,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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