A detailed history of Nicolet Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 5,026 shares of CRM stock, worth $1.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,026
Previous 5,065 0.77%
Holding current value
$1.7 Million
Previous $1.3 Million 5.61%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $9,298 - $10,784
-39 Reduced 0.77%
5,026 $1.38 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $3,488 - $4,875
16 Added 0.32%
5,065 $1.3 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $753 - $950
3 Added 0.06%
5,049 $1.52 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $41,212 - $56,122
-210 Reduced 4.0%
5,046 $1.33 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $324,996 - $376,163
1,605 Added 43.96%
5,256 $1.07 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $37,400 - $44,229
198 Added 5.73%
3,651 $771,000
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $46,236 - $68,524
343 Added 11.03%
3,453 $689,000
Q4 2022

Feb 09, 2023

BUY
$128.21 - $165.27 $79,233 - $102,136
618 Added 24.8%
3,110 $412,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $67,892 - $90,279
472 Added 23.37%
2,492 $363,000
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $74,532 - $104,829
479 Added 31.08%
2,020 $357,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $54,113 - $72,550
284 Added 22.59%
1,541 $304,000
Q4 2021

Feb 08, 2022

SELL
$247.21 - $309.96 $125,582 - $157,459
-508 Reduced 28.78%
1,257 $319,000
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $77,441 - $93,115
326 Added 22.65%
1,765 $478,000
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $82,742 - $96,780
393 Added 37.57%
1,439 $352,000
Q1 2021

May 03, 2021

SELL
$205.33 - $248.59 $18,685 - $22,621
-91 Reduced 8.0%
1,046 $222,000
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $27,078 - $32,849
123 Added 12.13%
1,137 $253,000
Q3 2020

Oct 27, 2020

SELL
$185.51 - $281.25 $115,943 - $175,781
-625 Reduced 38.13%
1,014 $255,000
Q1 2020

Apr 21, 2020

BUY
$124.3 - $193.36 $203,727 - $316,917
1,639 New
1,639 $236,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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