A detailed history of Strata Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 1,366 shares of CRM stock, worth $458,675. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,366
Previous 1,237 10.43%
Holding current value
$458,675
Previous $318 Million 17.56%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $30,756 - $35,672
129 Added 10.43%
1,366 $374 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $85,023 - $118,848
-390 Reduced 23.97%
1,237 $318 Million
Q1 2024

Apr 17, 2024

BUY
$251.12 - $316.88 $98,439 - $124,216
392 Added 31.74%
1,627 $490 Million
Q4 2023

Jan 31, 2024

SELL
$196.25 - $267.25 $392 - $534
-2 Reduced 0.16%
1,235 $325 Million
Q3 2023

Oct 26, 2023

SELL
$202.49 - $234.37 $410,649 - $475,302
-2,028 Reduced 62.11%
1,237 $251 Million
Q4 2022

Apr 28, 2023

BUY
$128.21 - $165.27 $418,605 - $539,606
3,265 New
3,265 $433 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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