A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 6,542 shares of CRM stock, worth $2.21 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
6,542
Previous 6,542 -0.0%
Holding current value
$2.21 Million
Previous $1.68 Million 6.48%
% of portfolio
0.89%
Previous 0.88%

Shares

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

Aug 02, 2024

BUY
$218.01 - $304.74 $11,990 - $16,760
55 Added 0.85%
6,542 $1.68 Million
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $48,968 - $61,791
195 Added 3.1%
6,487 $1.95 Million
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $17,662 - $24,052
90 Added 1.45%
6,292 $1.66 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $11,541 - $13,359
57 Added 0.93%
6,202 $1.26 Million
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $69,889 - $82,650
370 Added 6.41%
6,145 $1.3 Million
Q1 2023

May 02, 2023

SELL
$134.8 - $199.78 $4,044 - $5,993
-30 Reduced 0.52%
5,775 $1.15 Million
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $25,898 - $33,384
-202 Reduced 3.36%
5,805 $769,000
Q3 2022

Oct 24, 2022

SELL
$143.84 - $191.27 $22,582 - $30,029
-157 Reduced 2.55%
6,007 $860,000
Q2 2022

Jul 15, 2022

BUY
$155.6 - $218.85 $54,304 - $76,378
349 Added 6.0%
6,164 $1.02 Million
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $32,391 - $43,428
-170 Reduced 2.84%
5,815 $1.24 Million
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $1,236 - $1,549
5 Added 0.08%
5,985 $1.52 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $15,440 - $18,565
-65 Reduced 1.08%
5,980 $1.62 Million
Q2 2021

Jul 26, 2021

SELL
$210.54 - $246.26 $7,368 - $8,619
-35 Reduced 0.58%
6,045 $1.48 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $58,519 - $70,848
285 Added 4.92%
6,080 $1.29 Million
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $27,518 - $33,383
125 Added 2.2%
5,795 $1.29 Million
Q3 2020

Nov 09, 2020

SELL
$185.51 - $281.25 $2,782 - $4,218
-15 Reduced 0.26%
5,670 $1.43 Million
Q2 2020

Aug 05, 2020

SELL
$134.06 - $191.65 $66,359 - $94,866
-495 Reduced 8.01%
5,685 $1.07 Million
Q1 2020

Apr 30, 2020

SELL
$124.3 - $193.36 $3,480 - $5,414
-28 Reduced 0.45%
6,180 $890,000
Q4 2019

Feb 03, 2020

BUY
$142.33 - $164.98 $883,584 - $1.02 Million
6,208 New
6,208 $1.01 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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