A detailed history of Petredis Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Petredis Investment Advisors LLC holds 20,029 shares of CRM stock, worth $6.84 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,029
Previous 20,078 0.24%
Holding current value
$6.84 Million
Previous $5.16 Billion 6.2%
% of portfolio
0.58%
Previous 0.58%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $11,682 - $13,549
-49 Reduced 0.24%
20,029 $5.48 Billion
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $6,758 - $9,446
-31 Reduced 0.15%
20,078 $5.16 Billion
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $36,412 - $45,947
145 Added 0.73%
20,109 $6.06 Billion
Q4 2023

May 20, 2024

SELL
$196.25 - $267.25 $124,422 - $169,436
-634 Reduced 3.1%
19,804 $5.21 Billion
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $93,022 - $126,676
-474 Reduced 2.32%
19,964 $5.25 Billion
Q3 2023

May 20, 2024

BUY
$202.49 - $234.37 $15,591 - $18,046
77 Added 0.38%
20,438 $4.14 Billion
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $15,591 - $18,046
77 Added 0.38%
20,438 $4.14 Billion
Q2 2023

May 20, 2024

SELL
$188.89 - $223.38 $20,589 - $24,348
-109 Reduced 0.53%
20,361 $4.3 Billion
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $20,589 - $24,348
-109 Reduced 0.53%
20,361 $4.3 Billion
Q1 2023

May 20, 2024

SELL
$134.8 - $199.78 $62,412 - $92,498
-463 Reduced 2.21%
20,470 $4.09 Billion
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $62,412 - $92,498
-463 Reduced 2.21%
20,470 $4.09 Billion
Q4 2022

May 20, 2024

BUY
$128.21 - $165.27 $105,645 - $136,182
824 Added 4.1%
20,933 $2.78 Billion
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $2.68 Million - $3.46 Million
20,933 New
20,933 $2.78 Billion

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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