A detailed history of Stratos Wealth Partners, Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 36,263 shares of CRM stock, worth $11.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
36,263
Previous 39,619 8.47%
Holding current value
$11.8 Million
Previous $10.2 Million 2.56%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 17, 2024

SELL
$238.42 - $276.53 $800,137 - $928,034
-3,356 Reduced 8.47%
36,263 $9.93 Million
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $486,598 - $680,179
-2,232 Reduced 5.33%
39,619 $10.2 Million
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $424,895 - $536,160
1,692 Added 4.21%
41,851 $12.6 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $824,053 - $1.12 Million
4,199 Added 11.68%
40,159 $10.6 Million
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $873,339 - $1.01 Million
4,313 Added 13.63%
35,960 $7.29 Million
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $823,749 - $974,160
4,361 Added 15.98%
31,647 $6.69 Million
Q1 2023

Apr 27, 2023

SELL
$134.8 - $199.78 $190,068 - $281,689
-1,410 Reduced 4.91%
27,286 $5.45 Million
Q4 2022

Jan 19, 2023

SELL
$128.21 - $165.27 $87,695 - $113,044
-684 Reduced 2.33%
28,696 $0
Q3 2022

Oct 24, 2022

SELL
$143.84 - $191.27 $170,018 - $226,081
-1,182 Reduced 3.87%
29,380 $4.23 Million
Q2 2022

Jul 22, 2022

SELL
$155.6 - $218.85 $131,326 - $184,709
-844 Reduced 2.69%
30,562 $5.04 Million
Q1 2022

Apr 26, 2022

SELL
$190.54 - $255.46 $141,571 - $189,806
-743 Reduced 2.31%
31,406 $6.67 Million
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $205,925 - $258,196
833 Added 2.66%
32,149 $8.17 Million
Q3 2021

Oct 19, 2021

BUY
$237.55 - $285.63 $18,766 - $22,564
79 Added 0.25%
31,316 $8.49 Million
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $682,570 - $798,374
-3,242 Reduced 9.4%
31,237 $7.63 Million
Q1 2021

Apr 27, 2021

SELL
$205.33 - $248.59 $1.05 Million - $1.27 Million
-5,128 Reduced 12.95%
34,479 $7.31 Million
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $464,296 - $563,250
2,109 Added 5.62%
39,607 $8.81 Million
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $145,996 - $221,343
787 Added 2.14%
37,498 $9.42 Million
Q2 2020

Jul 28, 2020

BUY
$134.06 - $191.65 $344,668 - $492,732
2,571 Added 7.53%
36,711 $6.88 Million
Q1 2020

May 04, 2020

BUY
$124.3 - $193.36 $1.91 Million - $2.97 Million
15,367 Added 81.86%
34,140 $4.92 Million
Q4 2019

Jan 29, 2020

BUY
$142.33 - $164.98 $78,423 - $90,903
551 Added 3.02%
18,773 $3.05 Million
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $2.49 Million - $2.85 Million
17,791 Added 4127.84%
18,222 $2.71 Million
Q3 2019

Nov 12, 2019

SELL
$139.72 - $159.97 $2.15 Million - $2.46 Million
-15,397 Reduced 97.28%
431 $4.64 Million
Q2 2019

Aug 06, 2019

BUY
$145.1 - $165.96 $472,590 - $540,531
3,257 Added 25.91%
15,828 $2.4 Million
Q1 2019

May 07, 2019

BUY
$130.4 - $166.95 $935,359 - $1.2 Million
7,173 Added 132.88%
12,571 $1.99 Million
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $103,052 - $136,520
-854 Reduced 13.66%
5,398 $739,000
Q3 2018

Nov 02, 2018

BUY
$137.15 - $160.43 $181,038 - $211,767
1,320 Added 26.76%
6,252 $994,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $56,381 - $68,362
489 Added 11.01%
4,932 $673,000
Q1 2018

May 10, 2018

SELL
$104.03 - $127.99 $4,057 - $4,991
-39 Reduced 0.87%
4,443 $517,000
Q4 2017

Feb 09, 2018

SELL
$93.94 - $108.8 $16,909 - $19,584
-180 Reduced 3.86%
4,482 $458,000
Q3 2017

Nov 07, 2017

BUY
$87.63 - $97.71 $408,531 - $455,524
4,662
4,662 $436,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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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