A detailed history of Soltis Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,114 shares of CRM stock, worth $1.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,114
Previous 23,440 86.72%
Holding current value
$1.03 Million
Previous $7.06 Million 88.67%
% of portfolio
0.08%
Previous 0.79%

Shares

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

Aug 12, 2024

SELL
$218.01 - $304.74 $4.43 Million - $6.19 Million
-20,326 Reduced 86.72%
3,114 $800,000
Q1 2024

Apr 29, 2024

SELL
$251.12 - $316.88 $199,138 - $251,285
-793 Reduced 3.27%
23,440 $7.06 Million
Q4 2023

Jan 26, 2024

BUY
$196.25 - $267.25 $4.24 Million - $5.78 Million
21,612 Added 824.57%
24,233 $6.38 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $42,927 - $49,686
212 Added 8.8%
2,621 $531,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $130,522 - $154,355
691 Added 40.22%
2,409 $508,000
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $5,931 - $8,790
-44 Reduced 2.5%
1,718 $343,000
Q4 2022

Feb 09, 2023

BUY
$128.21 - $165.27 $225,906 - $291,205
1,762 New
1,762 $233,000
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $176,294 - $247,957
-1,133 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$190.54 - $255.46 $12,575 - $16,860
66 Added 6.19%
1,133 $240,000
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $741 - $929
3 Added 0.28%
1,067 $271,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $12,352 - $14,852
52 Added 5.14%
1,064 $289,000
Q2 2021

Aug 04, 2021

BUY
$210.54 - $246.26 $6,105 - $7,141
29 Added 2.95%
1,012 $247,000
Q1 2021

May 11, 2021

SELL
$205.33 - $248.59 $248,859 - $301,291
-1,212 Reduced 55.22%
983 $208,000
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $483,229 - $586,218
2,195 New
2,195 $488,000
Q3 2020

Oct 28, 2020

SELL
$185.51 - $281.25 $635,371 - $963,281
-3,425 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$134.06 - $191.65 $459,155 - $656,401
3,425 New
3,425 $642,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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