A detailed history of Source Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Source Financial Advisors LLC holds 812 shares of CRM stock, worth $261,667. This represents 0.07% of its overall portfolio holdings.

Number of Shares
812
Holding current value
$261,667
% of portfolio
0.07%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $193,597 - $224,542
812 New
812 $222,000
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $3,013 - $3,802
12 Added 1.49%
816 $245,000
Q4 2023

Jan 11, 2024

BUY
$196.25 - $267.25 $157,785 - $214,869
804 New
804 $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 $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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