A detailed history of Clarity Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 1,738 shares of CRM stock, worth $506,401. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,738
Previous 1,638 6.11%
Holding current value
$506,401
Previous $421,000 12.83%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 18, 2024

BUY
$238.42 - $276.53 $23,842 - $27,652
100 Added 6.11%
1,738 $475,000
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $1,962 - $2,742
9 Added 0.55%
1,638 $421,000
Q1 2024

Apr 17, 2024

BUY
$251.12 - $316.88 $22,098 - $27,885
88 Added 5.71%
1,629 $490,000
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $2,632 - $3,046
13 Added 0.85%
1,541 $312,000
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $7,555 - $8,935
40 Added 2.69%
1,528 $322,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $200,582 - $297,272
1,488 New
1,488 $297,000
Q2 2022

Jul 19, 2022

BUY
$155.6 - $218.85 $17,894 - $25,167
115 Added 9.95%
1,271 $209,000
Q4 2021

Jan 25, 2022

BUY
$247.21 - $309.96 $6,921 - $8,678
28 Added 2.48%
1,156 $293,000
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $2,613 - $3,141
11 Added 0.98%
1,128 $305,000
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $23,335 - $28,309
106 Added 10.48%
1,117 $248,000
Q3 2020

Oct 13, 2020

SELL
$185.51 - $281.25 $147,665 - $223,875
-796 Reduced 44.05%
1,011 $254,000
Q2 2020

Aug 04, 2020

BUY
$134.06 - $191.65 $25,069 - $35,838
187 Added 11.54%
1,807 $338,000
Q1 2020

Apr 29, 2020

SELL
$124.3 - $193.36 $55,064 - $85,658
-443 Reduced 21.47%
1,620 $233,000
Q4 2019

Feb 10, 2020

BUY
$142.33 - $164.98 $293,626 - $340,353
2,063 New
2,063 $335,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $291B
  • 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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