A detailed history of Frg Family Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 17,982 shares of CRM stock, worth $6.19 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
17,982
Previous 18,222 1.32%
Holding current value
$6.19 Million
Previous $4.68 Million 5.06%
% of portfolio
0.9%
Previous 0.69%

Shares

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

Nov 15, 2024

SELL
$238.42 - $276.53 $57,220 - $66,367
-240 Reduced 1.32%
17,982 $4.92 Million
Q2 2024

Aug 07, 2024

SELL
$218.01 - $304.74 $59,952 - $83,803
-275 Reduced 1.49%
18,222 $4.68 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $33,901 - $42,778
-135 Reduced 0.72%
18,497 $5.57 Million
Q4 2023

Jan 09, 2024

SELL
$196.25 - $267.25 $255,517 - $347,959
-1,302 Reduced 6.53%
18,632 $4.9 Million
Q3 2023

Oct 11, 2023

BUY
$202.49 - $234.37 $62,569 - $72,420
309 Added 1.57%
19,934 $4.04 Million
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $404,791 - $478,703
-2,143 Reduced 9.84%
19,625 $4.15 Million
Q1 2023

Apr 18, 2023

SELL
$134.8 - $199.78 $77,914 - $115,472
-578 Reduced 2.59%
21,768 $4.35 Million
Q4 2022

Jan 25, 2023

SELL
$128.21 - $165.27 $261,548 - $337,150
-2,040 Reduced 8.37%
22,346 $0
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $44,158 - $58,719
307 Added 1.27%
24,386 $3.51 Million
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $133,038 - $187,116
855 Added 3.68%
24,079 $3.97 Million
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $30,486 - $40,873
-160 Reduced 0.68%
23,224 $4.93 Million
Q4 2021

Feb 09, 2022

SELL
$247.21 - $309.96 $551,278 - $691,210
-2,230 Reduced 8.71%
23,384 $5.94 Million
Q3 2021

Mar 02, 2022

BUY
$237.55 - $285.63 $383,643 - $461,292
1,615 Added 6.73%
25,614 $6.95 Million
Q2 2021

Mar 02, 2022

BUY
$210.54 - $246.26 $760,049 - $888,998
3,610 Added 17.71%
23,999 $5.86 Million
Q1 2021

Mar 02, 2022

BUY
$205.33 - $248.59 $583,137 - $705,995
2,840 Added 16.18%
20,389 $4.32 Million
Q4 2020

Mar 02, 2022

SELL
$220.15 - $267.07 $64,944 - $78,785
-295 Reduced 1.65%
17,549 $3.91 Million
Q3 2020

Mar 02, 2022

SELL
$185.51 - $281.25 $74,204 - $112,500
-400 Reduced 2.19%
17,844 $4.49 Million
Q2 2020

Mar 02, 2022

BUY
$134.06 - $191.65 $17,427 - $24,914
130 Added 0.72%
18,244 $3.42 Million
Q1 2020

Mar 02, 2022

BUY
$124.3 - $193.36 $140,210 - $218,110
1,128 Added 6.64%
18,114 $2.61 Million
Q4 2019

Mar 02, 2022

SELL
$142.33 - $164.98 $103,189 - $119,610
-725 Reduced 4.09%
16,986 $2.76 Million
Q3 2019

Mar 02, 2022

BUY
$139.72 - $159.97 $202,035 - $231,316
1,446 Added 8.89%
17,711 $2.63 Million
Q2 2019

Mar 02, 2022

BUY
$145.1 - $165.96 $483,183 - $552,646
3,330 Added 25.74%
16,265 $2.47 Million
Q1 2019

Mar 02, 2022

BUY
$130.4 - $166.95 $119,316 - $152,759
915 Added 7.61%
12,935 $2.05 Million
Q4 2018

Mar 02, 2022

BUY
$120.67 - $159.86 $282,367 - $374,072
2,340 Added 24.17%
12,020 $1.65 Million
Q3 2018

Mar 02, 2022

BUY
$137.15 - $160.43 $787,103 - $920,707
5,739 Added 145.62%
9,680 $1.54 Million
Q2 2018

Mar 02, 2022

BUY
$115.3 - $139.8 $454,397 - $550,951
3,941 New
3,941 $538,000

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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