A detailed history of Sage View Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,446 shares of CRM stock, worth $2.43 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,446
Previous 3,063 175.74%
Holding current value
$2.43 Million
Previous $1.3 Billion 66.65%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Aug 14, 2024

BUY
$218.01 - $304.74 $1.17 Million - $1.64 Million
5,383 Added 175.74%
8,446 $2.17 Billion
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $1.62 Million - $2.04 Million
-6,449 Reduced 67.8%
3,063 $1.3 Billion
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $979,287 - $1.33 Million
4,990 Added 110.35%
9,512 $2.74 Billion
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $420,571 - $486,786
2,077 Added 84.95%
4,522 $917 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $25,877 - $30,603
137 Added 5.94%
2,445 $517 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $18,332 - $27,170
136 Added 6.26%
2,308 $461 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $278,472 - $358,966
2,172 New
2,172 $288 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 $288B
  • 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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