A detailed history of Stratos Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 35,188 shares of CRM stock, worth $12 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
35,188
Previous 34,905 0.81%
Holding current value
$12 Million
Previous $8.97 Million 7.32%
% of portfolio
0.45%
Previous 0.45%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $67,472 - $78,257
283 Added 0.81%
35,188 $9.63 Million
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $332,901 - $465,337
1,527 Added 4.57%
34,905 $8.97 Million
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $265,684 - $335,259
1,058 Added 3.27%
33,378 $10.1 Million
Q4 2023

Jan 24, 2024

SELL
$196.25 - $267.25 $133,646 - $181,997
-681 Reduced 2.06%
32,320 $8.5 Million
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $1.03 Million - $1.19 Million
5,072 Added 18.16%
33,001 $6.69 Million
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $191,534 - $226,507
1,014 Added 3.77%
27,929 $5.9 Million
Q1 2023

Apr 27, 2023

SELL
$134.8 - $199.78 $10,514 - $15,582
-78 Reduced 0.29%
26,915 $5.38 Million
Q4 2022

Jan 19, 2023

BUY
$128.21 - $165.27 $3.07 Million - $3.96 Million
23,969 Added 792.63%
26,993 $0
Q3 2022

Oct 24, 2022

BUY
$143.84 - $191.27 $40,275 - $53,555
280 Added 10.2%
3,024 $435,000
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $32,831 - $46,177
211 Added 8.33%
2,744 $453,000
Q1 2022

Apr 26, 2022

SELL
$190.54 - $255.46 $207,879 - $278,706
-1,091 Reduced 30.1%
2,533 $538,000
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $8,157 - $10,228
33 Added 0.92%
3,624 $921,000
Q3 2021

Oct 19, 2021

SELL
$237.55 - $285.63 $16,628 - $19,994
-70 Reduced 1.91%
3,591 $974,000
Q2 2021

Jul 19, 2021

BUY
$210.54 - $246.26 $202,750 - $237,148
963 Added 35.69%
3,661 $894,000
Q1 2021

Apr 27, 2021

BUY
$205.33 - $248.59 $44,145 - $53,446
215 Added 8.66%
2,698 $572,000
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $68,246 - $82,791
310 Added 14.27%
2,483 $553,000
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $39,513 - $59,906
213 Added 10.87%
2,173 $546,000
Q2 2020

Jul 28, 2020

BUY
$134.06 - $191.65 $262,757 - $375,634
1,960 New
1,960 $367,000
Q4 2019

Jan 29, 2020

SELL
$142.33 - $164.98 $419,873 - $486,690
-2,950 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $139 - $159
1 Added 0.03%
2,950 $438,000
Q2 2019

Aug 06, 2019

SELL
$145.1 - $165.96 $16,686 - $19,085
-115 Reduced 3.75%
2,949 $447,000
Q1 2019

May 07, 2019

BUY
$130.4 - $166.95 $13,040 - $16,695
100 Added 3.37%
3,064 $485,000
Q4 2018

Feb 12, 2019

BUY
$120.67 - $159.86 $357,665 - $473,825
2,964 New
2,964 $406,000

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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