A detailed history of Aptus Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 8,917 shares of CRM stock, worth $3.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,917
Previous 7,193 23.97%
Holding current value
$3.07 Million
Previous $1.85 Million 31.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024

BUY
$238.42 - $276.53 $411,036 - $476,737
1,724 Added 23.97%
8,917 $2.44 Million
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $117,289 - $163,950
538 Added 8.08%
7,193 $1.85 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $347,801 - $438,878
1,385 Added 26.28%
6,655 $2 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $48,473 - $66,010
-247 Reduced 4.48%
5,270 $1.39 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $682,391 - $789,826
3,370 Added 156.96%
5,517 $1.12 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $79,522 - $94,042
421 Added 24.39%
2,147 $453,000
Q1 2023

May 09, 2023

SELL
$134.8 - $199.78 $1.2 Million - $1.78 Million
-8,920 Reduced 83.79%
1,726 $344,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $2.95 Million - $3.8 Million
-23,003 Reduced 68.36%
10,646 $1.41 Million
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $2.16 Million - $2.87 Million
-15,025 Reduced 30.87%
33,649 $4.84 Million
Q2 2022

Jul 29, 2022

BUY
$155.6 - $218.85 $399,736 - $562,225
2,569 Added 5.57%
48,674 $8.03 Million
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $1.3 Million - $1.75 Million
6,838 Added 17.41%
46,105 $9.79 Million
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $1.27 Million - $1.6 Million
5,157 Added 15.12%
39,267 $9.98 Million
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $6.09 Million - $7.32 Million
25,642 Added 302.81%
34,110 $9.25 Million
Q2 2021

Jul 27, 2021

BUY
$210.54 - $246.26 $128,850 - $150,711
612 Added 7.79%
8,468 $2.07 Million
Q1 2021

May 06, 2021

BUY
$205.33 - $248.59 $51,332 - $62,147
250 Added 3.29%
7,856 $1.67 Million
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $1.5 Million - $1.82 Million
6,798 Added 841.34%
7,606 $1.69 Million
Q3 2020

Oct 19, 2020

BUY
$185.51 - $281.25 $149,892 - $227,250
808 New
808 $203,000
Q2 2020

Jul 22, 2020

SELL
$134.06 - $191.65 $106,979 - $152,936
-798 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $99,191 - $154,301
798 New
798 $114,000

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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