A detailed history of United Asset Strategies, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, United Asset Strategies, Inc. holds 7,273 shares of CRM stock, worth $1.97 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,273
Previous 7,240 0.46%
Holding current value
$1.97 Million
Previous $2.18 Million 14.27%
% of portfolio
0.19%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $7,194 - $10,056
33 Added 0.46%
7,273 $1.87 Million
Q1 2024

Apr 23, 2024

SELL
$251.12 - $316.88 $15,318 - $19,329
-61 Reduced 0.84%
7,240 $2.18 Million
Q4 2023

Jan 30, 2024

SELL
$196.25 - $267.25 $136,001 - $185,204
-693 Reduced 8.67%
7,301 $1.92 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $1.26 Million - $1.46 Million
6,229 Added 352.92%
7,994 $1.62 Million
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $333,390 - $394,265
1,765 New
1,765 $372,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $177,695 - $249,926
-1,142 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$190.54 - $255.46 $2,286 - $3,065
-12 Reduced 1.04%
1,142 $242,000
Q4 2021

Jan 31, 2022

SELL
$247.21 - $309.96 $4,696 - $5,889
-19 Reduced 1.62%
1,154 $293,000
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $3,158 - $3,693
-15 Reduced 1.26%
1,173 $287,000
Q1 2021

Apr 27, 2021

BUY
$205.33 - $248.59 $7,186 - $8,700
35 Added 3.04%
1,188 $252,000
Q3 2020

Nov 03, 2020

BUY
$185.51 - $281.25 $1,855 - $2,812
10 Added 0.87%
1,153 $290,000
Q2 2020

Aug 03, 2020

BUY
$134.06 - $191.65 $153,230 - $219,055
1,143 New
1,143 $214,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $271B
  • 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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