A detailed history of Forvis Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,685 shares of CRM stock, worth $924,794. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,685
Previous 1,380 94.57%
Holding current value
$924,794
Previous $354,000 107.34%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $311,138 - $360,871
1,305 Added 94.57%
2,685 $734,000
Q2 2024

Aug 09, 2024

SELL
$218.01 - $304.74 $58,862 - $82,279
-270 Reduced 16.36%
1,380 $354,000
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $64,537 - $81,438
257 Added 18.45%
1,650 $496,000
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $67,902 - $92,468
-346 Reduced 19.9%
1,393 $366,000
Q3 2023

Oct 25, 2023

SELL
$202.49 - $234.37 $275,588 - $318,977
-1,361 Reduced 43.9%
1,739 $352,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $17,377 - $20,550
92 Added 3.06%
3,100 $654,000
Q1 2023

Apr 26, 2023

SELL
$134.8 - $199.78 $2,022 - $2,996
-15 Reduced 0.5%
3,008 $600,000
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $9,231 - $11,899
-72 Reduced 2.33%
3,023 $400,000
Q3 2022

Oct 13, 2022

SELL
$143.84 - $191.27 $47,611 - $63,310
-331 Reduced 9.66%
3,095 $445,000
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $171,004 - $240,516
1,099 Added 47.23%
3,426 $565,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $26,485 - $35,508
139 Added 6.35%
2,327 $494,000
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $340,902 - $427,434
1,379 Added 170.46%
2,188 $556,000
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $192,177 - $231,074
809 New
809 $219,000
Q1 2021

Apr 23, 2021

SELL
$205.33 - $248.59 $463,429 - $561,067
-2,257 Closed
0 $0
Q4 2020

Jan 22, 2021

SELL
$220.15 - $267.07 $35,664 - $43,265
-162 Reduced 6.7%
2,257 $502,000
Q3 2020

Nov 05, 2020

BUY
$185.51 - $281.25 $35,061 - $53,156
189 Added 8.48%
2,419 $608,000
Q2 2020

Jul 15, 2020

BUY
$134.06 - $191.65 $298,953 - $427,379
2,230 New
2,230 $418,000
Q1 2020

Apr 10, 2020

SELL
$124.3 - $193.36 $193,286 - $300,674
-1,555 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$142.33 - $164.98 $221,323 - $256,543
1,555 New
1,555 $253,000
Q2 2019

Jul 10, 2019

SELL
$145.1 - $165.96 $203,140 - $232,344
-1,400 Closed
0 $0
Q1 2019

Apr 10, 2019

BUY
$130.4 - $166.95 $182,560 - $233,729
1,400 New
1,400 $222,000

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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