A detailed history of Novare Capital Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Novare Capital Management LLC holds 33,600 shares of CRM stock, worth $9.9 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
33,600
Previous 33,315 0.86%
Holding current value
$9.9 Million
Previous $8.57 Million 7.37%
% of portfolio
0.79%
Previous 0.78%

Shares

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

Oct 11, 2024

BUY
$238.42 - $276.53 $67,949 - $78,811
285 Added 0.86%
33,600 $9.2 Million
Q2 2024

Aug 01, 2024

SELL
$218.01 - $304.74 $168,085 - $234,954
-771 Reduced 2.26%
33,315 $8.57 Million
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $96,681 - $121,998
385 Added 1.14%
34,086 $10.3 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $401,723 - $547,060
2,047 Added 6.47%
33,701 $8.87 Million
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $14,376 - $16,640
71 Added 0.22%
31,654 $6.42 Million
Q2 2023

Jul 28, 2023

SELL
$188.89 - $223.38 $271,434 - $320,997
-1,437 Reduced 4.35%
31,583 $6.67 Million
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $470,856 - $697,831
3,493 Added 11.83%
33,020 $6.6 Million
Q4 2022

Jan 17, 2023

BUY
$128.21 - $165.27 $128,081 - $165,104
999 Added 3.5%
29,527 $0
Q3 2022

Oct 11, 2022

SELL
$143.84 - $191.27 $1.2 Million - $1.59 Million
-8,326 Reduced 22.59%
28,528 $4.1 Million
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $43,412 - $61,059
279 Added 0.76%
36,854 $6.08 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $14,671 - $19,670
77 Added 0.21%
36,575 $7.77 Million
Q4 2021

Feb 03, 2022

BUY
$247.21 - $309.96 $170,327 - $213,562
689 Added 1.92%
36,498 $9.28 Million
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $135,641 - $163,094
571 Added 1.62%
35,809 $9.71 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $545,509 - $638,059
2,591 Added 7.94%
35,238 $8.61 Million
Q1 2021

May 11, 2021

SELL
$205.33 - $248.59 $5,133 - $6,214
-25 Reduced 0.08%
32,647 $6.92 Million
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $1.94 Million - $2.34 Million
9,424 Added 40.54%
32,672 $6.92 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $5.12 Million - $6.21 Million
23,248 New
23,248 $5.17 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 $295B
  • 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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