A detailed history of Syntax Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Syntax Advisors, LLC holds 1,459 shares of CRM stock, worth $498,569. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,459
Previous 1,516 3.76%
Holding current value
$498,569
Previous $320,000 7.81%
% of portfolio
0.51%
Previous 0.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $11,541 - $13,359
-57 Reduced 3.76%
1,459 $295,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $84,622 - $100,074
-448 Reduced 22.81%
1,516 $320,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $87,889 - $130,256
-652 Reduced 24.92%
1,964 $392,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $47,822 - $61,645
373 Added 16.63%
2,616 $346,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $47,754 - $63,501
332 Added 17.37%
2,243 $323,000
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $41,545 - $58,432
267 Added 16.24%
1,911 $315,000
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $49,921 - $66,930
262 Added 18.96%
1,644 $349,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $341,644 - $428,364
1,382 New
1,382 $351,000

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
Track This Portfolio

Track Syntax Advisors, LLC Portfolio

Follow Syntax Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Syntax Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntax Advisors, LLC with notifications on news.