A detailed history of Sound View Wealth Advisors Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 12,486 shares of CRM stock, worth $4.28 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,486
Previous 9,909 26.01%
Holding current value
$4.28 Million
Previous $2.55 Million 34.16%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $614,408 - $712,617
2,577 Added 26.01%
12,486 $3.42 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $114,019 - $159,379
523 Added 5.57%
9,909 $2.55 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $381,451 - $481,340
1,519 Added 19.31%
9,386 $2.83 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $92,237 - $125,607
470 Added 6.35%
7,867 $2.07 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $1,417 - $1,640
7 Added 0.09%
7,397 $1.5 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $135,623 - $160,386
-718 Reduced 8.86%
7,390 $1.56 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $55,268 - $81,909
-410 Reduced 4.81%
8,108 $1.62 Million
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $75,772 - $97,674
-591 Reduced 6.49%
8,518 $1.13 Million
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $22,582 - $30,029
-157 Reduced 1.69%
9,109 $1.31 Million
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $163,535 - $230,011
1,051 Added 12.79%
9,266 $1.53 Million
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $583,242 - $781,963
3,061 Added 59.39%
8,215 $1.74 Million
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $166,619 - $208,913
674 Added 15.04%
5,154 $1.31 Million
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $74,353 - $89,402
313 Added 7.51%
4,480 $1.22 Million
Q2 2021

Jul 21, 2021

BUY
$210.54 - $246.26 $95,795 - $112,048
455 Added 12.26%
4,167 $1.02 Million
Q1 2021

Apr 28, 2021

BUY
$205.33 - $248.59 $108,208 - $131,006
527 Added 16.55%
3,712 $786,000
Q4 2020

Feb 02, 2021

SELL
$220.15 - $267.07 $7,925 - $9,614
-36 Reduced 1.12%
3,185 $709,000
Q3 2020

Nov 09, 2020

SELL
$185.51 - $281.25 $38,400 - $58,218
-207 Reduced 6.04%
3,221 $810,000
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $218,919 - $312,964
1,633 Added 90.97%
3,428 $642,000
Q1 2020

May 12, 2020

BUY
$124.3 - $193.36 $3,604 - $5,607
29 Added 1.64%
1,795 $258,000
Q4 2019

Jan 27, 2020

BUY
$142.33 - $164.98 $9,678 - $11,218
68 Added 4.0%
1,766 $287,000
Q3 2019

Nov 07, 2019

SELL
$139.72 - $159.97 $5,868 - $6,718
-42 Reduced 2.41%
1,698 $252,000
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $252,474 - $288,770
1,740 New
1,740 $264,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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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