A detailed history of Verdence Capital Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 2,174 shares of CRM stock, worth $747,095. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,174
Previous 1,955 11.2%
Holding current value
$747,095
Previous $502,000 18.53%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $52,213 - $60,560
219 Added 11.2%
2,174 $595,000
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $7,630 - $10,665
35 Added 1.82%
1,955 $502,000
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $1,255 - $1,584
-5 Reduced 0.26%
1,920 $578,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $16,877 - $22,983
86 Added 4.68%
1,925 $506,000
Q3 2023

Oct 25, 2023

BUY
$202.49 - $234.37 $66,416 - $76,873
328 Added 21.71%
1,839 $372,000
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $35,889 - $42,442
190 Added 14.38%
1,511 $319,000
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $178,070 - $263,909
1,321 New
1,321 $263,000

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
Track This Portfolio

Track Verdence Capital Advisors LLC Portfolio

Follow Verdence Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verdence Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verdence Capital Advisors LLC with notifications on news.