A detailed history of Plante Moran Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 296 shares of CRM stock, worth $96,460. This represents 0.01% of its overall portfolio holdings.

Number of Shares
296
Previous 321 7.79%
Holding current value
$96,460
Previous $87,000 12.64%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

SELL
$270.87 - $367.87 $6,771 - $9,196
-25 Reduced 7.79%
296 $98,000
Q3 2024

Oct 30, 2024

SELL
$238.42 - $276.53 $34,094 - $39,543
-143 Reduced 30.82%
321 $87,000
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $14,388 - $20,112
66 Added 16.58%
464 $119,000
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $26,367 - $33,272
105 Added 35.84%
398 $119,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $29,241 - $39,820
149 Added 103.47%
293 $77,000
Q3 2023

Nov 07, 2023

SELL
$202.49 - $234.37 $30,778 - $35,624
-152 Reduced 51.35%
144 $29,000
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $25,689 - $30,379
136 Added 85.0%
296 $62,000
Q1 2023

May 08, 2023

SELL
$134.8 - $199.78 $9,975 - $14,783
-74 Reduced 31.62%
160 $31,000
Q4 2022

Feb 09, 2023

SELL
$128.21 - $165.27 $19,231 - $24,790
-150 Reduced 39.06%
234 $31,000
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $25,891 - $34,428
-180 Reduced 31.91%
384 $55,000
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $6,846 - $9,629
44 Added 8.46%
564 $93,000
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $45,539 - $61,054
-239 Reduced 31.49%
520 $110,000
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $87,512 - $109,725
354 Added 87.41%
759 $193,000
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $57,724 - $69,408
243 Added 150.0%
405 $110,000
Q2 2021

Aug 10, 2021

SELL
$210.54 - $246.26 $235,173 - $275,072
-1,117 Reduced 87.33%
162 $40,000
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $144,962 - $175,504
706 Added 123.21%
1,279 $271,000
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $61,201 - $74,245
278 Added 94.24%
573 $128,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $28,754 - $43,593
155 Added 110.71%
295 $74,000
Q2 2020

Aug 10, 2020

SELL
$134.06 - $191.65 $18,232 - $26,064
-136 Reduced 49.28%
140 $26,000
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $5,344 - $8,314
43 Added 18.45%
276 $40,000
Q4 2019

Feb 14, 2020

SELL
$142.33 - $164.98 $94,934 - $110,041
-667 Reduced 74.11%
233 $38,000
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $5,449 - $6,238
39 Added 4.53%
900 $133,000
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $1,451 - $1,659
10 Added 1.18%
861 $131,000
Q1 2019

May 13, 2019

BUY
$130.4 - $166.95 $43,162 - $55,260
331 Added 63.65%
851 $135,000
Q3 2018

Nov 09, 2018

SELL
$137.15 - $160.43 $5,348 - $6,256
-39 Reduced 6.98%
520 $83,000
Q2 2018

Jul 26, 2018

SELL
$115.3 - $139.8 $11,414 - $13,840
-99 Reduced 15.05%
559 $76,000
Q1 2018

May 01, 2018

BUY
$104.03 - $127.99 $5,097 - $6,271
49 Added 8.05%
658 $77,000
Q3 2017

Nov 08, 2017

BUY
$87.63 - $97.71 $53,366 - $59,505
609
609 $57,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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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