A detailed history of Capital Investment Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 2,204 shares of CRM stock, worth $759,123. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,204
Previous 2,221 0.77%
Holding current value
$759,123
Previous $571,000 5.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 30, 2024

SELL
$238.42 - $276.53 $4,053 - $4,701
-17 Reduced 0.77%
2,204 $603,000
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $5,014 - $7,009
23 Added 1.05%
2,221 $571,000
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $58,259 - $73,516
-232 Reduced 9.55%
2,198 $661,000
Q4 2023

Feb 01, 2024

BUY
$196.25 - $267.25 $30,615 - $41,691
156 Added 6.86%
2,430 $639,000
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $31,790 - $36,796
157 Added 7.42%
2,274 $461,000
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $2,266 - $2,680
12 Added 0.57%
2,117 $447,000
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $47,314 - $70,122
-351 Reduced 14.29%
2,105 $420,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $53,078 - $68,421
-414 Reduced 14.43%
2,456 $325,000
Q3 2022

Oct 26, 2022

SELL
$143.84 - $191.27 $108,743 - $144,600
-756 Reduced 20.85%
2,870 $413,000
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $51,814 - $72,877
333 Added 10.11%
3,626 $598,000
Q1 2022

May 03, 2022

BUY
$190.54 - $255.46 $148,240 - $198,747
778 Added 30.93%
3,293 $699,000
Q4 2021

Feb 01, 2022

BUY
$247.21 - $309.96 $494 - $619
2 Added 0.08%
2,515 $639,000
Q3 2021

Oct 28, 2021

SELL
$237.55 - $285.63 $143,005 - $171,949
-602 Reduced 19.33%
2,513 $682,000
Q2 2021

Jul 27, 2021

SELL
$210.54 - $246.26 $90,532 - $105,891
-430 Reduced 12.13%
3,115 $761,000
Q1 2021

May 05, 2021

SELL
$205.33 - $248.59 $105,539 - $127,775
-514 Reduced 12.66%
3,545 $751,000
Q4 2020

Jan 25, 2021

BUY
$220.15 - $267.07 $91,362 - $110,834
415 Added 11.39%
4,059 $903,000
Q3 2020

Oct 19, 2020

SELL
$185.51 - $281.25 $202,576 - $307,125
-1,092 Reduced 23.06%
3,644 $916,000
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $14,076 - $20,123
105 Added 2.27%
4,736 $887,000
Q1 2020

Apr 28, 2020

BUY
$124.3 - $193.36 $575,633 - $895,450
4,631 New
4,631 $667,000
Q4 2019

Feb 04, 2020

SELL
$142.33 - $164.98 $68,460 - $79,355
-481 Closed
0 $0
Q3 2019

Oct 17, 2019

BUY
$139.72 - $159.97 $2,235 - $2,559
16 Added 3.44%
481 $71,000
Q2 2019

Aug 08, 2019

BUY
$145.1 - $165.96 $42,224 - $48,294
291 Added 167.24%
465 $73,000
Q1 2019

Apr 23, 2019

BUY
$130.4 - $166.95 $3,912 - $5,008
30 Added 20.83%
174 $28,000
Q4 2018

Feb 04, 2019

BUY
$120.67 - $159.86 $17,376 - $23,019
144 New
144 $20,000

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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.