A detailed history of Orion Portfolio Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 70,141 shares of CRM stock, worth $24.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
70,141
Previous 100,063 29.9%
Holding current value
$24.2 Million
Previous $25.7 Million 25.38%
% of portfolio
0.2%
Previous 0.29%

Shares

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

Nov 15, 2024

SELL
$238.42 - $276.53 $7.13 Million - $8.27 Million
-29,922 Reduced 29.9%
70,141 $19.2 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $494,010 - $690,540
2,266 Added 2.32%
100,063 $25.7 Million
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $30,887 - $38,976
-123 Reduced 0.13%
97,797 $29.5 Million
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $513,193 - $698,858
-2,615 Reduced 2.6%
97,920 $25.8 Million
Q3 2023

Nov 01, 2023

SELL
$202.49 - $234.37 $621,239 - $719,047
-3,068 Reduced 2.96%
100,535 $20.4 Million
Q2 2023

Aug 17, 2023

BUY
$188.89 - $223.38 $6.22 Million - $7.36 Million
32,926 Added 46.59%
103,603 $21.9 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $2.15 Million - $2.54 Million
-11,371 Reduced 13.86%
70,677 $14.9 Million
Q1 2023

Aug 30, 2023

BUY
$134.8 - $199.78 $2.17 Million - $3.22 Million
16,096 Added 15.54%
119,699 $23.9 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $6.09 Million - $9.02 Million
45,155 Added 122.39%
82,048 $16.4 Million
Q4 2022

Feb 08, 2023

BUY
$128.21 - $165.27 $100,388 - $129,406
783 Added 2.17%
36,893 $4.89 Million
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $245,822 - $326,880
1,709 Added 4.97%
36,110 $5.19 Million
Q2 2022

Jul 14, 2022

SELL
$155.6 - $218.85 $276,812 - $389,334
-1,779 Reduced 4.92%
34,401 $5.68 Million
Q1 2022

May 19, 2022

BUY
$190.54 - $255.46 $326,013 - $437,092
1,711 Added 4.96%
36,180 $7.68 Million
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $721,358 - $904,463
2,918 Added 9.25%
34,469 $8.76 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $575,108 - $691,510
2,421 Added 8.31%
31,551 $8.56 Million
Q2 2021

Aug 05, 2021

BUY
$210.54 - $246.26 $1.51 Million - $1.76 Million
7,164 Added 32.61%
29,130 $7.12 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $1.85 Million - $2.24 Million
8,992 Added 69.31%
21,966 $4.65 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $892,928 - $1.08 Million
4,056 Added 45.48%
12,974 $2.89 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $1.1 Million - $1.67 Million
5,945 Added 199.97%
8,918 $2.24 Million
Q2 2020

Aug 19, 2020

BUY
$134.06 - $191.65 $89,954 - $128,597
671 Added 29.15%
2,973 $557,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $14,916 - $23,203
-120 Reduced 4.95%
2,302 $331,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $344,723 - $399,581
2,422 New
2,422 $394,000

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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