A detailed history of United Capital Financial Advisers, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 106,750 shares of CRM stock, worth $36.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
106,750
Previous 105,926 0.78%
Holding current value
$36.7 Million
Previous $27.2 Million 7.29%
% of portfolio
0.15%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $196,458 - $227,860
824 Added 0.78%
106,750 $29.2 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $2.53 Million - $3.53 Million
-11,599 Reduced 9.87%
105,926 $27.2 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $1.11 Million - $1.41 Million
-4,435 Reduced 3.64%
117,525 $35.4 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $2.28 Million - $3.1 Million
11,605 Added 10.52%
121,960 $32.1 Million
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $1.34 Million - $1.56 Million
-6,638 Reduced 5.67%
110,355 $22.4 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $596,514 - $705,434
-3,158 Reduced 2.63%
116,993 $24.7 Million
Q1 2023

Aug 14, 2023

BUY
$134.8 - $199.78 $99,347 - $147,237
737 Added 0.63%
117,730 $23.5 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $3.76 Million - $5.57 Million
27,903 Added 30.25%
120,151 $24 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $5.07 Million - $6.53 Million
-39,515 Reduced 29.99%
92,248 $12.2 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $196,916 - $261,848
-1,369 Reduced 1.03%
131,763 $19 Million
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $47,613 - $66,968
306 Added 0.23%
133,132 $22 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $697,185 - $934,728
3,659 Added 2.83%
132,826 $28.2 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $4.2 Million - $5.27 Million
17,003 Added 15.16%
129,167 $32.8 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $899,126 - $1.08 Million
3,785 Added 3.49%
112,164 $30.4 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $247,384 - $289,355
1,175 Added 1.1%
108,379 $26.5 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $5.01 Million - $6.06 Million
24,389 Added 29.45%
107,204 $22.7 Million
Q4 2020

Feb 17, 2021

BUY
$220.15 - $267.07 $5.86 Million - $7.11 Million
26,630 Added 47.4%
82,815 $18.4 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $4.77 Million - $7.23 Million
-25,696 Reduced 31.38%
56,185 $14.1 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $463,713 - $662,917
3,459 Added 4.41%
81,881 $15.3 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $3.73 Million - $5.81 Million
30,038 Added 62.08%
78,422 $11.3 Million
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $1.12 Million - $1.3 Million
7,862 Added 19.4%
48,384 $7.87 Million
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $579,558 - $663,555
-4,148 Reduced 9.29%
40,522 $6.02 Million
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $760,614 - $869,962
5,242 Added 13.3%
44,670 $6.78 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $628,658 - $804,865
4,821 Added 13.93%
39,428 $6.24 Million
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $672,131 - $890,420
5,570 Added 19.18%
34,607 $4.74 Million
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $560,394 - $655,516
4,086 Added 16.38%
29,037 $4.62 Million
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $465,696 - $564,652
4,039 Added 19.31%
24,951 $3.4 Million
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $322,909 - $397,280
3,104 Added 17.43%
20,912 $2.43 Million
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $274,398 - $317,804
2,921 Added 19.62%
17,808 $1.82 Million
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $326,334 - $363,872
3,724 Added 33.36%
14,887 $1.39 Million
Q2 2017

Aug 14, 2017

BUY
N/A
11,163
11,163 $967,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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