A detailed history of Visionary Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Visionary Wealth Advisors holds 3,239 shares of CRM stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,239
Previous 3,153 2.73%
Holding current value
$1.07 Million
Previous $810,000 9.38%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $20,504 - $23,781
86 Added 2.73%
3,239 $886,000
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $10,464 - $14,627
-48 Reduced 1.5%
3,153 $810,000
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $19,838 - $25,033
-79 Reduced 2.41%
3,201 $964,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $20,017 - $27,259
102 Added 3.21%
3,280 $863,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $11,946 - $13,827
-59 Reduced 1.82%
3,178 $644,000
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $11,522 - $13,626
-61 Reduced 1.85%
3,237 $683,000
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $40,574 - $60,133
301 Added 10.04%
3,298 $658,000
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $53,335 - $68,752
416 Added 16.12%
2,997 $397,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $52,357 - $69,622
-364 Reduced 12.36%
2,581 $371,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $36,877 - $51,867
-237 Reduced 7.45%
2,945 $486,000
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $103,463 - $138,714
543 Added 20.58%
3,182 $676,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $177,249 - $222,241
717 Added 37.3%
2,639 $671,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $146,330 - $175,948
-616 Reduced 24.27%
1,922 $521,000
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $17,685 - $20,685
-84 Reduced 3.2%
2,538 $620,000
Q1 2021

May 18, 2021

BUY
$205.33 - $248.59 $230,380 - $278,917
1,122 Added 74.8%
2,622 $556,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $94,884 - $115,107
431 Added 40.32%
1,500 $334,000
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $198,310 - $300,656
1,069 New
1,069 $269,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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