A detailed history of Avantax Advisory Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 77,134 shares of CRM stock, worth $26.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
77,134
Previous 70,864 8.85%
Holding current value
$26.6 Million
Previous $18.2 Million 15.88%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $1.49 Million - $1.73 Million
6,270 Added 8.85%
77,134 $21.1 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $7.72 Million - $10.8 Million
35,394 Added 99.79%
70,864 $18.2 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $617,755 - $779,524
2,460 Added 7.45%
35,470 $10.7 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $15,503 - $21,112
79 Added 0.24%
33,010 $8.69 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $195,605 - $226,401
966 Added 3.02%
32,931 $6.68 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $73,478 - $86,894
-389 Reduced 1.2%
31,965 $6.75 Million
Q1 2023

Apr 28, 2023

SELL
$134.8 - $199.78 $160,007 - $237,138
-1,187 Reduced 3.54%
32,354 $6.46 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $191,930 - $247,409
-1,497 Reduced 4.27%
33,541 $4.45 Million
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $105,003 - $139,627
730 Added 2.13%
35,038 $5.04 Million
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $172,871 - $243,142
1,111 Added 3.35%
34,308 $5.66 Million
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $49,730 - $66,675
261 Added 0.79%
33,197 $7.04 Million
Q4 2021

Jan 24, 2022

BUY
$247.21 - $309.96 $380,950 - $477,648
1,541 Added 4.91%
32,936 $8.37 Million
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $1.32 Million - $1.59 Million
5,551 Added 21.48%
31,395 $8.5 Million
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $977,116 - $1.14 Million
4,641 Added 21.89%
25,844 $6.32 Million
Q1 2021

May 13, 2021

SELL
$205.33 - $248.59 $154,408 - $186,939
-752 Reduced 3.43%
21,203 $4.5 Million
Q4 2020

Jan 22, 2021

SELL
$220.15 - $267.07 $1.6 Million - $1.94 Million
-7,253 Reduced 24.83%
21,955 $4.89 Million
Q3 2020

Oct 14, 2020

BUY
$185.51 - $281.25 $2.39 Million - $3.62 Million
12,860 Added 78.66%
29,208 $7.37 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $489,587 - $699,905
3,652 Added 28.76%
16,348 $3.05 Million
Q1 2020

Apr 30, 2020

SELL
$124.3 - $193.36 $33,809 - $52,593
-272 Reduced 2.1%
12,696 $1.82 Million
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $167,807 - $194,511
1,179 Added 10.0%
12,968 $2.11 Million
Q3 2019

Nov 08, 2019

SELL
$139.72 - $159.97 $62,874 - $71,986
-450 Reduced 3.68%
11,789 $1.75 Million
Q2 2019

Aug 06, 2019

BUY
$145.1 - $165.96 $208,653 - $238,650
1,438 Added 13.31%
12,239 $1.86 Million
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $541,681 - $693,510
4,154 Added 62.49%
10,801 $1.71 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $802,093 - $1.06 Million
6,647 New
6,647 $910,000

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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