A detailed history of Alliance Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 1,927 shares of CRM stock, worth $561,469. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,927
Previous 1,760 9.49%
Holding current value
$561,469
Previous $452,000 16.59%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $39,816 - $46,180
167 Added 9.49%
1,927 $527,000
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $31,611 - $44,187
145 Added 8.98%
1,760 $452,000
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $1,004 - $1,267
4 Added 0.25%
1,615 $486,000
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $1,373 - $1,870
-7 Reduced 0.43%
1,611 $423,000
Q2 2023

Jul 24, 2023

SELL
$188.89 - $223.38 $9,822 - $11,615
-52 Reduced 3.11%
1,618 $341,000
Q1 2023

Apr 06, 2023

SELL
$134.8 - $199.78 $11,862 - $17,580
-88 Reduced 5.01%
1,670 $333,000
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $15,128 - $19,501
118 Added 7.2%
1,758 $0
Q3 2022

Oct 11, 2022

BUY
$143.84 - $191.27 $235,897 - $313,682
1,640 New
1,640 $236,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $291B
  • 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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