A detailed history of Great Valley Advisor Group, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 67,921 shares of CRM stock, worth $23.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
67,921
Previous 58,277 16.55%
Holding current value
$23.4 Million
Previous $15 Million 24.07%
% of portfolio
0.48%
Previous 0.43%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $2.3 Million - $2.67 Million
9,644 Added 16.55%
67,921 $18.6 Million
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $1.63 Million - $2.28 Million
7,488 Added 14.74%
58,277 $15 Million
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $4.59 Million - $5.79 Million
18,279 Added 56.23%
50,789 $15.3 Million
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $1.66 Million - $2.26 Million
8,446 Added 35.1%
32,510 $8.55 Million
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $744,353 - $861,544
-3,676 Reduced 13.25%
24,064 $4.88 Million
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $157,534 - $186,298
834 Added 3.1%
27,740 $5.86 Million
Q1 2023

May 02, 2023

SELL
$134.8 - $199.78 $819,449 - $1.21 Million
-6,079 Reduced 18.43%
26,906 $5.38 Million
Q4 2022

Jan 31, 2023

BUY
$128.21 - $165.27 $28,206 - $36,359
220 Added 0.67%
32,985 $4.37 Million
Q3 2022

Oct 21, 2022

BUY
$143.84 - $191.27 $614,484 - $817,105
4,272 Added 14.99%
32,765 $4.71 Million
Q2 2022

Jul 19, 2022

BUY
$155.6 - $218.85 $1.39 Million - $1.95 Million
8,926 Added 45.62%
28,493 $4.7 Million
Q1 2022

Apr 20, 2022

BUY
$190.54 - $255.46 $520,555 - $697,916
2,732 Added 16.23%
19,567 $4.2 Million
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $79,354 - $99,497
321 Added 1.94%
16,835 $4.3 Million
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $191,940 - $230,789
808 Added 5.14%
16,514 $4.48 Million
Q2 2021

Jul 27, 2021

SELL
$210.54 - $246.26 $48,634 - $56,886
-231 Reduced 1.45%
15,706 $3.8 Million
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $78,025 - $94,464
380 Added 2.44%
15,937 $3.38 Million
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $77,933 - $94,542
354 Added 2.33%
15,557 $3.46 Million
Q3 2020

Oct 21, 2020

BUY
$185.51 - $281.25 $1.03 Million - $1.56 Million
5,545 Added 57.41%
15,203 $3.82 Million
Q2 2020

Jul 31, 2020

BUY
$134.06 - $191.65 $412,904 - $590,282
3,080 Added 46.82%
9,658 $1.81 Million
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $37,787 - $58,781
304 Added 4.85%
6,578 $948,000
Q4 2019

Feb 10, 2020

SELL
$142.33 - $164.98 $232,709 - $269,742
-1,635 Reduced 20.67%
6,274 $1.02 Million
Q3 2019

Oct 25, 2019

BUY
$139.72 - $159.97 $193,232 - $221,238
1,383 Added 21.19%
7,909 $1.17 Million
Q2 2019

Jul 30, 2019

BUY
$145.1 - $165.96 $103,456 - $118,329
713 Added 12.27%
6,526 $990,000
Q1 2019

Apr 26, 2019

BUY
$130.4 - $166.95 $38,337 - $49,083
294 Added 5.33%
5,813 $921,000
Q4 2018

Apr 11, 2019

BUY
$120.67 - $159.86 $665,977 - $882,267
5,519 New
5,519 $756,000

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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