A detailed history of Srs Capital Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 974 shares of CRM stock, worth $332,835. This represents 0.02% of its overall portfolio holdings.

Number of Shares
974
Previous 913 6.68%
Holding current value
$332,835
Previous $234,000 13.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

BUY
$238.42 - $276.53 $14,543 - $16,868
61 Added 6.68%
974 $266,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $106,170 - $148,408
487 Added 114.32%
913 $234,000
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $2,762 - $3,485
-11 Reduced 2.52%
426 $128,000
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $3,140 - $4,276
-16 Reduced 3.53%
437 $114,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $28,956 - $33,514
-143 Reduced 23.99%
453 $91,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $63,278 - $74,832
335 Added 128.35%
596 $125,000
Q1 2023

May 16, 2023

SELL
$134.8 - $199.78 $539 - $799
-4 Reduced 1.51%
261 $52,000
Q4 2022

Feb 24, 2023

SELL
$128.21 - $165.27 $9,359 - $12,064
-73 Reduced 21.6%
265 $35,000
Q3 2022

Nov 03, 2022

SELL
$143.84 - $191.27 $4,315 - $5,738
-30 Reduced 8.15%
338 $49,000
Q2 2022

Aug 22, 2022

BUY
$155.6 - $218.85 $22,250 - $31,295
143 Added 63.56%
368 $61,000
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $3,620 - $4,853
19 Added 9.22%
225 $48,000
Q4 2021

Feb 08, 2022

SELL
$247.21 - $309.96 $19,776 - $24,796
-80 Reduced 27.97%
206 $52,000
Q3 2021

Nov 05, 2021

SELL
$237.55 - $285.63 $143,717 - $172,806
-605 Reduced 67.9%
286 $78,000
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $141,272 - $165,240
671 Added 305.0%
891 $218,000
Q4 2020

Feb 03, 2021

BUY
$220.15 - $267.07 $11,227 - $13,620
51 Added 30.18%
220 $49,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $5,565 - $8,437
30 Added 21.58%
169 $42,000
Q2 2020

Aug 06, 2020

SELL
$134.06 - $191.65 $402 - $574
-3 Reduced 2.11%
139 $26,000
Q1 2020

May 13, 2020

BUY
$124.3 - $193.36 $5,220 - $8,121
42 Added 42.0%
142 $20,000
Q4 2018

Feb 06, 2019

SELL
$120.67 - $159.86 $10,136 - $13,428
-84 Reduced 45.65%
100 $14,000
Q3 2018

Nov 06, 2018

SELL
$137.15 - $160.43 $19,749 - $23,101
-144 Reduced 43.9%
184 $29,000
Q2 2018

Aug 21, 2018

BUY
$115.3 - $139.8 $19,831 - $24,045
172 Added 110.26%
328 $44,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $11,339 - $13,950
109 Added 231.91%
156 $18,000
Q3 2017

Nov 15, 2017

BUY
$87.63 - $97.71 $4,118 - $4,592
47
47 $4,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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