A detailed history of Sound Income Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 531 shares of CRM stock, worth $135,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares
531
Previous 815 34.85%
Holding current value
$135,176
Previous $245,000 44.49%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 12, 2024

SELL
$218.01 - $304.74 $61,914 - $86,546
-284 Reduced 34.85%
531 $136,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $63,031 - $79,536
251 Added 44.5%
815 $245,000
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $25,905 - $35,277
132 Added 30.56%
564 $148,000
Q3 2023

Oct 12, 2023

SELL
$202.49 - $234.37 $2,429 - $2,812
-12 Reduced 2.7%
432 $87,000
Q2 2023

Jul 10, 2023

BUY
$188.89 - $223.38 $5,666 - $6,701
30 Added 7.25%
444 $93,000
Q1 2023

Apr 10, 2023

SELL
$134.8 - $199.78 $6,740 - $9,989
-50 Reduced 10.78%
414 $82,000
Q4 2022

Jan 11, 2023

BUY
$128.21 - $165.27 $2,692 - $3,470
21 Added 4.74%
464 $0
Q3 2022

Oct 18, 2022

BUY
$143.84 - $191.27 $26,178 - $34,811
182 Added 69.73%
443 $64,000
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $762 - $1,021
4 Added 1.56%
261 $55,000
Q4 2021

Jan 13, 2022

SELL
$247.21 - $309.96 $494 - $619
-2 Reduced 0.77%
257 $65,000
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $1,662 - $1,999
7 Added 2.78%
259 $70,000
Q2 2021

Jul 13, 2021

SELL
$210.54 - $246.26 $118,112 - $138,151
-561 Reduced 69.0%
252 $62,000
Q1 2021

Apr 14, 2021

BUY
$205.33 - $248.59 $1,026 - $1,242
5 Added 0.62%
813 $172,000
Q4 2020

Jan 11, 2021

BUY
$220.15 - $267.07 $30,821 - $37,389
140 Added 20.96%
808 $180,000
Q3 2020

Oct 08, 2020

BUY
$185.51 - $281.25 $16,695 - $25,312
90 Added 15.57%
668 $168,000
Q2 2020

Jul 13, 2020

BUY
$134.06 - $191.65 $55,366 - $79,151
413 Added 250.3%
578 $108,000
Q1 2020

Apr 07, 2020

BUY
$124.3 - $193.36 $1,243 - $1,933
10 Added 6.45%
165 $24,000
Q4 2019

Jan 06, 2020

BUY
$142.33 - $164.98 $10,674 - $12,373
75 Added 93.75%
155 $25,000
Q3 2019

Oct 04, 2019

BUY
$139.72 - $159.97 $5,029 - $5,758
36 Added 81.82%
80 $12,000
Q2 2019

Jul 16, 2019

BUY
$145.1 - $165.96 $6,384 - $7,302
44 New
44 $7,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $255B
  • 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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.