A detailed history of Advisor Os, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Advisor Os, LLC holds 1,532 shares of CRM stock, worth $523,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,532
Previous 1,633 6.18%
Holding current value
$523,515
Previous $419,000 -0.0%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 04, 2024

SELL
$238.42 - $276.53 $24,080 - $27,929
-101 Reduced 6.18%
1,532 $419,000
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $30,303 - $42,358
-139 Reduced 7.84%
1,633 $419,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $106,223 - $134,040
423 Added 31.36%
1,772 $533,000
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $64,370 - $87,658
328 Added 32.13%
1,349 $354,000
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $206,742 - $239,291
1,021 New
1,021 $207,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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