A detailed history of Valeo Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 72,094 shares of CRM stock, worth $18.5 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
72,094
Previous 71,676 0.58%
Holding current value
$18.5 Million
Previous $21.6 Million 0.58%
% of portfolio
0.65%
Previous 0.22%

Shares

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

Apr 25, 2024

BUY
$251.12 - $316.88 $104,968 - $132,455
418 Added 0.58%
72,094 $21.7 Million
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $8,286 - $10,457
-33 Reduced 0.05%
71,676 $21.6 Million
Q4 2023

Jan 29, 2024

BUY
$196.25 - $267.25 $50,043 - $68,148
255 Added 0.36%
71,709 $18.9 Million
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $118,456 - $137,106
-585 Reduced 0.81%
71,454 $14.5 Million
Q2 2023

Jul 14, 2023

SELL
$188.89 - $223.38 $412,346 - $487,638
-2,183 Reduced 2.94%
72,039 $15.2 Million
Q1 2023

Apr 17, 2023

SELL
$134.8 - $199.78 $662,407 - $981,718
-4,914 Reduced 6.21%
74,222 $14.8 Million
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $538,866 - $694,629
-4,203 Reduced 5.04%
79,136 $10.5 Million
Q3 2022

Oct 31, 2022

BUY
$143.84 - $191.27 $284,659 - $378,523
1,979 Added 2.43%
83,339 $5.35 Million
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $1.04 Million - $1.46 Million
6,670 Added 8.93%
81,360 $5.81 Million
Q1 2022

Apr 28, 2022

BUY
$190.54 - $255.46 $641,738 - $860,389
3,368 Added 4.72%
74,690 $6.04 Million
Q4 2021

Jan 07, 2022

SELL
$247.21 - $309.96 $60,072 - $75,320
-243 Reduced 0.34%
71,322 $6.37 Million
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $479,851 - $576,972
2,020 Added 2.9%
71,565 $6.86 Million
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $56,424 - $65,997
268 Added 0.39%
69,545 $5.69 Million
Q1 2021

Apr 12, 2021

SELL
$205.33 - $248.59 $3.9 Million - $4.72 Million
-18,983 Reduced 21.51%
69,277 $4.88 Million
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $15.4 Million - $18.7 Million
70,026 Added 384.04%
88,260 $4.42 Million
Q3 2020

Oct 28, 2020

SELL
$185.51 - $281.25 $536,865 - $813,937
-2,894 Reduced 13.7%
18,234 $4.58 Million
Q2 2020

Jul 20, 2020

BUY
$134.06 - $191.65 $365,447 - $522,437
2,726 Added 14.81%
21,128 $3.96 Million
Q1 2020

Apr 13, 2020

BUY
$124.3 - $193.36 $376,007 - $584,914
3,025 Added 19.67%
18,402 $2.84 Million
Q4 2019

Jan 24, 2020

BUY
$142.33 - $164.98 $393,827 - $456,499
2,767 Added 21.94%
15,377 $2.5 Million
Q3 2019

Oct 15, 2019

SELL
$139.72 - $159.97 $220,478 - $252,432
-1,578 Reduced 11.12%
12,610 $1.87 Million
Q2 2019

Jul 10, 2019

BUY
$145.1 - $165.96 $299,341 - $342,375
2,063 Added 17.01%
14,188 $2.15 Million
Q1 2019

Apr 12, 2019

BUY
$130.4 - $166.95 $44,336 - $56,762
340 Added 2.89%
12,125 $1.92 Million
Q4 2018

Jan 30, 2019

BUY
$120.67 - $159.86 $112,826 - $149,469
935 Added 8.62%
11,785 $1.61 Million
Q3 2018

Nov 01, 2018

BUY
$137.15 - $160.43 $90,656 - $106,044
661 Added 6.49%
10,850 $1.49 Million
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $949,495 - $1.15 Million
8,235 Added 421.44%
10,189 $1.47 Million
Q1 2018

Apr 12, 2018

BUY
$104.03 - $127.99 $107,983 - $132,853
1,038 Added 113.32%
1,954 $227,000
Q4 2017

Feb 09, 2018

BUY
$93.94 - $108.8 $36,072 - $41,779
384 Added 72.18%
916 $94,000
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $46,619 - $51,981
532
532 $50,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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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