A detailed history of Prudent Man Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 3,870 shares of CRM stock, worth $1.31 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,870
Previous 4,047 4.37%
Holding current value
$1.31 Million
Previous $1.04 Million 1.83%
% of portfolio
0.36%
Previous 0.37%

Shares

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

Nov 07, 2024

SELL
$238.42 - $276.53 $42,200 - $48,945
-177 Reduced 4.37%
3,870 $1.06 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $29,649 - $41,444
136 Added 3.48%
4,047 $1.04 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $149,165 - $188,226
-594 Reduced 13.19%
3,911 $1.18 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $130,506 - $177,721
-665 Reduced 12.86%
4,505 $1.19 Million
Q3 2023

Nov 09, 2023

SELL
$202.49 - $234.37 $21,463 - $24,843
-106 Reduced 2.01%
5,170 $1.05 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $14,922 - $17,647
-79 Reduced 1.48%
5,276 $1.12 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $7,548 - $11,187
56 Added 1.06%
5,355 $1.07 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $340,397 - $438,791
2,655 Added 100.42%
5,299 $703,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $2,013 - $2,677
-14 Reduced 0.53%
2,644 $380,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $5,446 - $7,659
-35 Reduced 1.3%
2,658 $439,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $22,864 - $30,655
-120 Reduced 4.27%
2,693 $572,000
Q4 2021

Feb 10, 2022

SELL
$247.21 - $309.96 $13,596 - $17,047
-55 Reduced 1.92%
2,813 $715,000
Q3 2021

Nov 10, 2021

SELL
$237.55 - $285.63 $6,651 - $7,997
-28 Reduced 0.97%
2,868 $778,000
Q2 2021

Aug 03, 2021

BUY
$210.54 - $246.26 $26,317 - $30,782
125 Added 4.51%
2,896 $707,000
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $14,783 - $17,898
72 Added 2.67%
2,771 $587,000
Q4 2020

Feb 11, 2021

SELL
$220.15 - $267.07 $26,858 - $32,582
-122 Reduced 4.32%
2,699 $601,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $41,739 - $63,281
-225 Reduced 7.39%
2,821 $709,000
Q2 2020

Aug 12, 2020

BUY
$134.06 - $191.65 $408,346 - $583,765
3,046 New
3,046 $571,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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