A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 12,424 shares of CRM stock, worth $3.86 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,424
Previous 7,125 74.37%
Holding current value
$3.86 Million
Previous $1.83 Million 85.69%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Oct 22, 2024

BUY
$238.42 - $276.53 $1.26 Million - $1.47 Million
5,299 Added 74.37%
12,424 $3.4 Million
Q2 2024

Jul 11, 2024

BUY
$218.01 - $304.74 $20,492 - $28,645
94 Added 1.34%
7,125 $1.83 Million
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $21,596 - $27,251
-86 Reduced 1.21%
7,031 $2.12 Million
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $256,891 - $349,830
-1,309 Reduced 15.54%
7,117 $1.87 Million
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $234,888 - $271,869
1,160 Added 15.96%
8,426 $1.71 Million
Q2 2023

Aug 04, 2023

SELL
$188.89 - $223.38 $165,656 - $195,904
-877 Reduced 10.77%
7,266 $1.54 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $121,589 - $180,201
902 Added 12.46%
8,143 $1.63 Million
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $65,002 - $83,791
-507 Reduced 6.54%
7,241 $960,000
Q3 2022

Nov 01, 2022

SELL
$143.84 - $191.27 $161,820 - $215,178
-1,125 Reduced 12.68%
7,748 $1.11 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $339,052 - $476,874
-2,179 Reduced 19.72%
8,873 $1.46 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $47,253 - $63,354
-248 Reduced 2.19%
11,052 $2.35 Million
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $94,434 - $118,404
382 Added 3.5%
11,300 $2.87 Million
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $2.59 Million - $3.12 Million
10,918 New
10,918 $2.96 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 $311B
  • 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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