A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 4,364 shares of CRM stock, worth $1.49 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,364
Previous 4,465 2.26%
Holding current value
$1.49 Million
Previous $1.15 Million 4.1%
% of portfolio
0.69%
Previous 0.69%

Shares

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

Nov 08, 2024

SELL
$238.42 - $276.53 $24,080 - $27,929
-101 Reduced 2.26%
4,364 $1.19 Million
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $19,620 - $27,426
-90 Reduced 1.98%
4,465 $1.15 Million
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $23,856 - $30,103
-95 Reduced 2.04%
4,555 $1.37 Million
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $9,223 - $12,560
-47 Reduced 1.0%
4,650 $1.22 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $16,401 - $18,983
-81 Reduced 1.7%
4,697 $952,000
Q2 2023

Jul 28, 2023

SELL
$188.89 - $223.38 $27,766 - $32,836
-147 Reduced 2.98%
4,778 $1.01 Million
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $129,947 - $192,587
964 Added 24.34%
4,925 $983,000
Q4 2022

Jan 23, 2023

SELL
$128.21 - $165.27 $189,237 - $243,938
-1,476 Reduced 27.15%
3,961 $0
Q3 2022

Oct 13, 2022

SELL
$143.84 - $191.27 $5,034 - $6,694
-35 Reduced 0.64%
5,437 $782,000
Q2 2022

Jul 28, 2022

BUY
$155.6 - $218.85 $1,867 - $2,626
12 Added 0.22%
5,472 $903,000
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $4,572 - $6,131
-24 Reduced 0.44%
5,460 $1.16 Million
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $19,529 - $24,486
-79 Reduced 1.42%
5,484 $1.39 Million
Q3 2021

Oct 29, 2021

SELL
$237.55 - $285.63 $6,888 - $8,283
-29 Reduced 0.52%
5,563 $1.51 Million
Q2 2021

Jul 21, 2021

SELL
$210.54 - $246.26 $8,211 - $9,604
-39 Reduced 0.69%
5,592 $1.37 Million
Q1 2021

May 19, 2021

SELL
$205.33 - $248.59 $4,106 - $4,971
-20 Reduced 0.35%
5,631 $1.19 Million
Q4 2020

Mar 05, 2021

SELL
$220.15 - $267.07 $36,544 - $44,333
-166 Reduced 2.85%
5,651 $1.26 Million
Q3 2020

Nov 19, 2020

BUY
$185.51 - $281.25 $1.08 Million - $1.64 Million
5,817 New
5,817 $1.46 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 $342B
  • 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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