A detailed history of Cape Investment Advisory, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,823 shares of CRM stock, worth $1.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,823
Previous 2,927 30.61%
Holding current value
$1.31 Million
Previous $753 Million 39.05%
% of portfolio
0.42%
Previous 0.34%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $213,624 - $247,770
896 Added 30.61%
3,823 $1.05 Billion
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $212,559 - $297,121
975 Added 49.95%
2,927 $753 Million
Q1 2024

Jun 21, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 0.51%
1,952 $588 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $5,691 - $7,750
29 Added 1.52%
1,942 $511 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $4,859 - $5,624
24 Added 1.27%
1,913 $388 Million
Q2 2023

Oct 12, 2023

BUY
$188.89 - $223.38 $2,455 - $2,903
13 Added 0.69%
1,889 $399 Million
Q1 2023

Oct 12, 2023

BUY
$134.8 - $199.78 $252,884 - $374,787
1,876 New
1,876 $375 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 $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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