A detailed history of Resurgent Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 1,298 shares of CRM stock, worth $439,308. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,298
Previous 1,297 0.08%
Holding current value
$439,308
Previous $333,000 6.61%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $238 - $276
1 Added 0.08%
1,298 $355,000
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $16,132 - $22,550
74 Added 6.05%
1,297 $333,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $2,260 - $2,851
9 Added 0.74%
1,223 $368,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $136,001 - $185,204
693 Added 133.01%
1,214 $319,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $48,192 - $55,780
-238 Reduced 31.36%
521 $105,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $188 - $223
1 Added 0.13%
759 $160,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $156,772 - $232,344
-1,163 Reduced 60.54%
758 $151,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $89,618 - $115,523
-699 Reduced 26.68%
1,921 $254,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $431 - $573
-3 Reduced 0.11%
2,620 $377,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $2,489 - $3,501
-16 Reduced 0.61%
2,623 $433,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $502,835 - $674,158
2,639 New
2,639 $560,000

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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