A detailed history of Warren Averett Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,056 shares of CRM stock, worth $3.46 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,056
Previous 10,852 7.34%
Holding current value
$3.46 Million
Previous $2.79 Million 1.36%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $189,782 - $220,117
-796 Reduced 7.34%
10,056 $2.75 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $259,213 - $362,335
1,189 Added 12.3%
10,852 $2.79 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $1.39 Million - $1.75 Million
5,534 Added 134.03%
9,663 $2.91 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $92,433 - $125,874
471 Added 12.88%
4,129 $1.09 Million
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $30,373 - $35,155
-150 Reduced 3.94%
3,658 $741,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $443,324 - $524,272
2,347 Added 160.64%
3,808 $804,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $33,565 - $49,745
-249 Reduced 14.56%
1,461 $291,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $2,051 - $2,644
16 Added 0.94%
1,710 $226,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $47,898 - $63,692
333 Added 24.47%
1,694 $243,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $31,120 - $43,770
200 Added 17.23%
1,361 $225,000
Q1 2022

May 17, 2022

SELL
$190.54 - $255.46 $37,917 - $50,836
-199 Reduced 14.63%
1,161 $247,000
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $23,484 - $29,446
-95 Reduced 6.53%
1,360 $282,000
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $10,214 - $12,282
-43 Reduced 2.87%
1,455 $440,000
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $116,639 - $136,428
554 Added 58.69%
1,498 $377,000
Q1 2021

May 24, 2021

BUY
$205.33 - $248.59 $193,831 - $234,668
944 New
944 $211,000
Q4 2018

Feb 13, 2019

SELL
$120.67 - $159.86 $209,603 - $277,676
-1,737 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$115.3 - $139.8 $200,276 - $242,832
1,737 New
1,737 $237,000
Q1 2018

May 04, 2018

SELL
$104.03 - $127.99 $446,080 - $548,821
-4,288 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$93.94 - $108.8 $402,814 - $466,534
4,288
4,288 $438,000

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
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