A detailed history of Foster Victor Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 51,281 shares of CRM stock, worth $15.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
51,281
Previous 49,435 3.73%
Holding current value
$15.3 Million
Previous $12.7 Million 10.44%
% of portfolio
1.02%
Previous 1.0%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $440,123 - $510,474
1,846 Added 3.73%
51,281 $14 Million
Q2 2024

Jul 18, 2024

BUY
$218.01 - $304.74 $1.25 Million - $1.75 Million
5,737 Added 13.13%
49,435 $12.7 Million
Q1 2024

Apr 26, 2024

SELL
$251.12 - $316.88 $810,364 - $1.02 Million
-3,227 Reduced 6.88%
43,698 $13.2 Million
Q4 2023

Jan 19, 2024

SELL
$196.25 - $267.25 $458,636 - $624,563
-2,337 Reduced 4.74%
46,925 $12.3 Million
Q3 2023

Oct 13, 2023

SELL
$202.49 - $234.37 $85,450 - $98,904
-422 Reduced 0.85%
49,262 $9.99 Million
Q2 2023

Jul 14, 2023

BUY
$188.89 - $223.38 $219,490 - $259,567
1,162 Added 2.39%
49,684 $10.5 Million
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $745,983 - $1.11 Million
-5,534 Reduced 10.24%
48,522 $9.69 Million
Q4 2022

Jan 27, 2023

BUY
$128.21 - $165.27 $1.06 Million - $1.37 Million
8,274 Added 18.07%
54,056 $0
Q3 2022

Oct 24, 2022

BUY
$143.84 - $191.27 $447,486 - $595,040
3,111 Added 7.29%
45,782 $7.12 Million
Q2 2022

Jul 19, 2022

BUY
$155.6 - $218.85 $462,132 - $649,984
2,970 Added 7.48%
42,671 $7.37 Million
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $483,971 - $648,868
2,540 Added 6.84%
39,701 $7.97 Million
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $638,049 - $800,006
2,581 Added 7.46%
37,161 $8.84 Million
Q3 2021

Oct 08, 2021

BUY
$237.55 - $285.63 $518,096 - $622,959
2,181 Added 6.73%
34,580 $9.38 Million
Q2 2021

Jul 29, 2021

BUY
$210.54 - $246.26 $526,350 - $615,650
2,500 Added 8.36%
32,399 $7.91 Million
Q1 2021

Apr 23, 2021

BUY
$205.33 - $248.59 $6.14 Million - $7.43 Million
29,899 New
29,899 $6.94 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 $298B
  • 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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