A detailed history of Walkner Condon Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,093 shares of CRM stock, worth $690,710. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,093
Previous 2,094 0.05%
Holding current value
$690,710
Previous $538,000 6.32%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$238.42 - $276.53 $238 - $276
-1 Reduced 0.05%
2,093 $572,000
Q2 2024

Jul 26, 2024

SELL
$218.01 - $304.74 $99,194 - $138,656
-455 Reduced 17.85%
2,094 $538,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $12,053 - $15,210
48 Added 1.92%
2,549 $767,000
Q4 2023

Jan 23, 2024

SELL
$196.25 - $267.25 $25,905 - $35,277
-132 Reduced 5.01%
2,501 $658,000
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $14,984 - $17,343
74 Added 2.89%
2,633 $533,000
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $7,555 - $8,935
-40 Reduced 1.54%
2,559 $540,000
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $6,874 - $10,188
51 Added 2.0%
2,599 $519,000
Q4 2022

Jan 25, 2023

SELL
$128.21 - $165.27 $897 - $1,156
-7 Reduced 0.27%
2,548 $0
Q3 2022

Oct 28, 2022

BUY
$143.84 - $191.27 $3,020 - $4,016
21 Added 0.83%
2,555 $368,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $43,879 - $61,715
282 Added 12.52%
2,534 $418,000
Q1 2022

May 03, 2022

BUY
$190.54 - $255.46 $15,052 - $20,181
79 Added 3.64%
2,252 $478 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $21,507 - $26,966
-87 Reduced 3.85%
2,173 $552,000
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $536,863 - $645,523
2,260 New
2,260 $612,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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