A detailed history of Vision Point Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,633 shares of CRM stock, worth $435,684. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,633
Previous 1,680 2.8%
Holding current value
$435,684
Previous $505,000 17.03%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Aug 01, 2024

SELL
$218.01 - $304.74 $10,246 - $14,322
-47 Reduced 2.8%
1,633 $419,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $20,089 - $25,350
80 Added 5.0%
1,680 $505,000
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $21,783 - $29,664
-111 Reduced 6.49%
1,600 $421,000
Q3 2023

Dec 06, 2023

BUY
$202.49 - $234.37 $13,566 - $15,702
67 Added 4.08%
1,711 $346,000
Q2 2023

Aug 21, 2023

SELL
$188.89 - $223.38 $58,367 - $69,024
-309 Reduced 15.82%
1,644 $347,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $27,094 - $40,155
-201 Reduced 9.33%
1,953 $390,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $66,156 - $85,279
-516 Reduced 19.33%
2,154 $285,000
Q3 2022

Nov 17, 2022

SELL
$143.84 - $191.27 $5,465 - $7,268
-38 Reduced 1.4%
2,670 $384,000
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $123,702 - $173,985
795 Added 41.56%
2,708 $506,000
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $2.68 Million - $3.59 Million
-14,044 Reduced 88.01%
1,913 $307,000
Q4 2021

Feb 07, 2022

SELL
$247.21 - $309.96 $2.29 Million - $2.87 Million
-9,260 Reduced 36.72%
15,957 $3.5 Million
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $621,430 - $747,208
2,616 Added 11.57%
25,217 $6.84 Million
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $1.5 Million - $1.76 Million
7,141 Added 46.19%
22,601 $5.52 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $1.78 Million - $2.16 Million
8,669 Added 127.65%
15,460 $3.28 Million
Q4 2020

Feb 08, 2021

BUY
$220.15 - $267.07 $1.15 Million - $1.4 Million
5,229 Added 334.76%
6,791 $1.51 Million
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $289,766 - $439,312
1,562 New
1,562 $393,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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