A detailed history of West Michigan Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, West Michigan Advisors, LLC holds 1,625 shares of CRM stock, worth $454,171. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,625
Previous 1,664 2.34%
Holding current value
$454,171
Previous $501,000 16.77%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 05, 2024

SELL
$218.01 - $304.74 $8,502 - $11,884
-39 Reduced 2.34%
1,625 $417,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $70,062 - $88,409
279 Added 20.14%
1,664 $501,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $18,055 - $24,587
92 Added 7.12%
1,385 $364,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $2,632 - $3,046
13 Added 1.02%
1,293 $262,000
Q2 2023

Aug 15, 2023

BUY
$188.89 - $223.38 $3,400 - $4,020
18 Added 1.43%
1,280 $270,000
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $170,117 - $252,122
1,262 New
1,262 $252,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $3,423 - $4,814
-22 Reduced 1.56%
1,387 $229,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $7,049 - $9,452
-37 Reduced 2.56%
1,409 $299,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $357,465 - $448,202
1,446 New
1,446 $367,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $279B
  • 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 West Michigan Advisors, LLC Portfolio

Follow West Michigan 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 West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.