A detailed history of Secure Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Secure Asset Management, LLC holds 6,971 shares of CRM stock, worth $2.17 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,971
Previous 5,260 32.53%
Holding current value
$2.17 Million
Previous $1.35 Million 41.12%
% of portfolio
0.34%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$238.42 - $276.53 $407,936 - $473,142
1,711 Added 32.53%
6,971 $1.91 Million
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $239,811 - $335,214
1,100 Added 26.44%
5,260 $1.35 Million
Q1 2024

Apr 30, 2024

SELL
$251.12 - $316.88 $334,994 - $422,717
-1,334 Reduced 24.28%
4,160 $1.25 Million
Q4 2023

Jan 22, 2024

SELL
$196.25 - $267.25 $11,775 - $16,035
-60 Reduced 1.08%
5,494 $1.45 Million
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $28,753 - $33,280
142 Added 2.62%
5,554 $1.13 Million
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $13,788 - $16,306
73 Added 1.37%
5,412 $1.14 Million
Q1 2023

Apr 13, 2023

SELL
$134.8 - $199.78 $229,968 - $340,824
-1,706 Reduced 24.22%
5,339 $1.07 Million
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $571,303 - $736,443
4,456 Added 172.11%
7,045 $0
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $22,007 - $29,264
153 Added 6.28%
2,589 $372,000
Q2 2022

Jul 20, 2022

BUY
$155.6 - $218.85 $63,018 - $88,634
405 Added 19.94%
2,436 $402,000
Q1 2022

Apr 19, 2022

BUY
$190.54 - $255.46 $142,333 - $190,828
747 Added 58.18%
2,031 $431,000
Q4 2021

Jan 24, 2022

SELL
$247.21 - $309.96 $64,027 - $80,279
-259 Reduced 16.79%
1,284 $326,000
Q3 2021

Oct 28, 2021

SELL
$237.55 - $285.63 $3,563 - $4,284
-15 Reduced 0.96%
1,543 $418,000
Q2 2021

Jul 16, 2021

BUY
$210.54 - $246.26 $118,744 - $138,890
564 Added 56.74%
1,558 $381,000
Q1 2021

Apr 14, 2021

BUY
$205.33 - $248.59 $204,098 - $247,098
994 New
994 $211,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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