A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 26,183 shares of CRM stock, worth $8.44 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
26,183
Previous 25,568 2.41%
Holding current value
$8.44 Million
Previous $6.57 Million 9.02%
% of portfolio
0.63%
Previous 0.61%

Shares

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

Nov 06, 2024

BUY
$238.42 - $276.53 $146,628 - $170,065
615 Added 2.41%
26,183 $7.17 Million
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $2.36 Million - $3.3 Million
10,825 Added 73.42%
25,568 $6.57 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $4.86 Million - $6.14 Million
-19,370 Reduced 56.78%
14,743 $4.44 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $3.71 Million - $5.06 Million
18,925 Added 124.6%
34,113 $8.98 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $13,364 - $15,468
-66 Reduced 0.43%
15,188 $3.08 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $75,933 - $89,798
-402 Reduced 2.57%
15,254 $3.22 Million
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $1.09 Million - $1.61 Million
8,050 Added 105.84%
15,656 $3.13 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $53,719 - $69,248
419 Added 5.83%
7,606 $1.01 Million
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $42,432 - $56,424
295 Added 4.28%
7,187 $1.03 Million
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $14,004 - $19,696
-90 Reduced 1.29%
6,892 $1.14 Million
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $92,030 - $123,387
-483 Reduced 6.47%
6,982 $1.48 Million
Q4 2021

Feb 03, 2022

SELL
$247.21 - $309.96 $114,211 - $143,201
-462 Reduced 5.83%
7,465 $1.9 Million
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $399,084 - $479,858
1,680 Added 26.89%
7,927 $2.15 Million
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $214,329 - $250,692
-1,018 Reduced 14.01%
6,247 $1.53 Million
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $299,781 - $362,941
1,460 Added 25.15%
7,265 $1.54 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $157,627 - $191,222
716 Added 14.07%
5,805 $1.29 Million
Q3 2020

Oct 30, 2020

BUY
$185.51 - $281.25 $179,017 - $271,406
965 Added 23.4%
5,089 $1.28 Million
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $50,406 - $72,060
-376 Reduced 8.36%
4,124 $773,000
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $18,645 - $29,004
150 Added 3.45%
4,500 $648,000
Q4 2019

Jan 29, 2020

BUY
$142.33 - $164.98 $29,604 - $34,315
208 Added 5.02%
4,350 $707,000
Q3 2019

Oct 28, 2019

BUY
$139.72 - $159.97 $59,520 - $68,147
426 Added 11.46%
4,142 $615,000
Q2 2019

Jul 31, 2019

BUY
$145.1 - $165.96 $4,643 - $5,310
32 Added 0.87%
3,716 $564,000
Q1 2019

Apr 29, 2019

BUY
$130.4 - $166.95 $65,200 - $83,475
500 Added 15.7%
3,684 $583,000
Q4 2018

Jan 28, 2019

SELL
$120.67 - $159.86 $69,385 - $91,919
-575 Reduced 15.3%
3,184 $436,000
Q3 2018

Nov 09, 2018

BUY
$137.15 - $160.43 $9,874 - $11,550
72 Added 1.95%
3,759 $598,000
Q2 2018

Jul 31, 2018

BUY
$115.3 - $139.8 $103,078 - $124,981
894 Added 32.01%
3,687 $503,000
Q1 2018

May 03, 2018

SELL
$104.03 - $127.99 $3,432 - $4,223
-33 Reduced 1.17%
2,793 $325,000
Q4 2017

Feb 12, 2018

BUY
$93.94 - $108.8 $50,727 - $58,752
540 Added 23.62%
2,826 $289,000
Q3 2017

Nov 13, 2017

BUY
$87.63 - $97.71 $200,322 - $223,365
2,286
2,286 $214,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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