A detailed history of Sage Mountain Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 3,446 shares of CRM stock, worth $919,392. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,446
Previous 3,431 0.44%
Holding current value
$919,392
Previous $1.03 Million 14.33%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Jul 31, 2024

BUY
$218.01 - $304.74 $3,270 - $4,571
15 Added 0.44%
3,446 $885,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $139,873 - $176,502
557 Added 19.38%
3,431 $1.03 Million
Q4 2023

Feb 01, 2024

SELL
$196.25 - $267.25 $1,373 - $1,870
-7 Reduced 0.24%
2,874 $756,000
Q3 2023

Oct 25, 2023

BUY
$202.49 - $234.37 $97,802 - $113,200
483 Added 20.14%
2,881 $584,000
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $40,044 - $47,356
212 Added 9.7%
2,398 $506,000
Q1 2023

Apr 25, 2023

BUY
$134.8 - $199.78 $87,889 - $130,256
652 Added 42.5%
2,186 $436,000
Q4 2022

Feb 01, 2023

BUY
$128.21 - $165.27 $196,674 - $253,524
1,534 New
1,534 $203,000
Q2 2022

Aug 25, 2022

SELL
$155.6 - $218.85 $778 - $1,094
-5 Reduced 0.38%
1,317 $217,000
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $5,446 - $7,659
35 Added 2.72%
1,322 $218,000
Q1 2022

Aug 25, 2022

SELL
$190.54 - $255.46 $90,506 - $121,343
-475 Reduced 26.96%
1,287 $273,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $6,859 - $9,196
36 Added 2.09%
1,762 $374,000
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $149,067 - $186,905
603 Added 53.7%
1,726 $439,000
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $27,555 - $33,133
116 Added 11.52%
1,123 $305,000
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $212,013 - $247,983
1,007 New
1,007 $246,000

Others Institutions Holding CRM

About Salesforce, Inc.


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