A detailed history of Trifecta Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 22,499 shares of CRM stock, worth $5.57 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
22,499
Previous 21,620 4.07%
Holding current value
$5.57 Million
Previous $5.69 Billion 19.11%
% of portfolio
1.65%
Previous 1.57%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $220,734 - $278,537
879 Added 4.07%
22,499 $6.78 Billion
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $125,403 - $170,772
639 Added 3.05%
21,620 $5.69 Billion
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $148,627 - $172,027
734 Added 3.63%
20,981 $4.25 Billion
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $114,278 - $135,144
605 Added 3.08%
20,247 $4.28 Billion
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $23,590 - $34,961
175 Added 0.9%
19,642 $3.92 Billion
Q4 2022

Jan 17, 2023

BUY
$128.21 - $165.27 $2.5 Million - $3.22 Million
19,467 New
19,467 $2.58 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $248B
  • 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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