A detailed history of Ulland Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 309 shares of CRM stock, worth $103,756. This represents 0.06% of its overall portfolio holdings.

Number of Shares
309
Previous 559 44.72%
Holding current value
$103,756
Previous $144,000 40.97%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $59,605 - $69,132
-250 Reduced 44.72%
309 $85,000
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $22,455 - $31,388
-103 Reduced 15.56%
559 $144,000
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $164,734 - $207,873
656 Added 10933.33%
662 $199,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $8,383 - $11,240
-44 Reduced 88.0%
6 $1,000
Q4 2021

Feb 16, 2022

BUY
$247.21 - $309.96 $12,360 - $15,497
50 New
50 $13,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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