A detailed history of Winthrop Advisory Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 1,899 shares of CRM stock, worth $651,698. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,899
Previous 1,898 0.05%
Holding current value
$651,698
Previous $487,000 6.57%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $238 - $276
1 Added 0.05%
1,899 $519,000
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $11,990 - $16,760
-55 Reduced 2.82%
1,898 $487,000
Q1 2024

Apr 17, 2024

BUY
$251.12 - $316.88 $12,556 - $15,844
50 Added 2.63%
1,953 $588,000
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $1,373 - $1,870
7 Added 0.37%
1,903 $500,000
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $37,055 - $42,889
-183 Reduced 8.8%
1,896 $384,000
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $34,566 - $40,878
183 Added 9.65%
2,079 $439,000
Q1 2023

Apr 17, 2023

SELL
$134.8 - $199.78 $50,550 - $74,917
-375 Reduced 16.51%
1,896 $378,000
Q4 2022

Aug 03, 2023

BUY
$128.21 - $165.27 $24,616 - $31,731
192 Added 9.24%
2,271 $301,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $8,974 - $11,568
-70 Reduced 2.99%
2,271 $301,000
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $719 - $956
-5 Reduced 0.21%
2,341 $337,000
Q2 2022

Jul 21, 2022

BUY
$155.6 - $218.85 $84,024 - $118,179
540 Added 29.9%
2,346 $387,000
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $69,547 - $93,242
365 Added 25.33%
1,806 $383,000
Q4 2021

Jan 12, 2022

BUY
$247.21 - $309.96 $2,472 - $3,099
10 Added 0.7%
1,441 $366,000
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $4,038 - $4,855
17 Added 1.2%
1,431 $388,000
Q1 2021

Apr 23, 2021

BUY
$205.33 - $248.59 $30,799 - $37,288
150 Added 11.87%
1,414 $300,000
Q4 2020

Jan 25, 2021

BUY
$220.15 - $267.07 $67,365 - $81,723
306 Added 31.94%
1,264 $281,000
Q3 2020

Oct 20, 2020

BUY
$185.51 - $281.25 $177,718 - $269,437
958 New
958 $242,000
Q2 2019

Jul 17, 2019

SELL
$145.1 - $165.96 $384,805 - $440,125
-2,652 Closed
0 $0
Q1 2019

Apr 23, 2019

BUY
$130.4 - $166.95 $13,040 - $16,695
100 Added 3.92%
2,652 $425,000
Q4 2018

Jan 15, 2019

BUY
$120.67 - $159.86 $20,634 - $27,336
171 Added 7.18%
2,552 $350,000
Q3 2018

Oct 29, 2018

BUY
$137.15 - $160.43 $326,554 - $381,983
2,381 New
2,381 $379,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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 Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group 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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.