A detailed history of Soa Wealth Advisors, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,335 shares of CRM stock, worth $456,196. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,335
Previous 1,335 -0.0%
Holding current value
$456,196
Previous $365,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$238.42 - $276.53 $30,040 - $34,842
-126 Reduced 8.62%
1,335 $365,000
Q2 2024

Jul 17, 2024

SELL
$218.01 - $304.74 $99,412 - $138,961
-456 Reduced 23.79%
1,461 $375,000
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $1,506 - $1,901
6 Added 0.31%
1,917 $577,000
Q3 2023

Oct 10, 2023

SELL
$202.49 - $234.37 $5,669 - $6,562
-28 Reduced 1.44%
1,911 $387,000
Q2 2023

Jul 07, 2023

SELL
$188.89 - $223.38 $40,611 - $48,026
-215 Reduced 9.98%
1,939 $409,000
Q1 2023

Apr 28, 2023

SELL
$134.8 - $199.78 $14,828 - $21,975
-110 Reduced 4.86%
2,154 $430,000
Q4 2022

Jan 10, 2023

SELL
$128.21 - $165.27 $3,974 - $5,123
-31 Reduced 1.35%
2,264 $0
Q3 2022

Oct 07, 2022

BUY
$143.84 - $191.27 $9,205 - $12,241
64 Added 2.87%
2,295 $330,000
Q2 2022

Jul 13, 2022

SELL
$155.6 - $218.85 $25,518 - $35,891
-164 Reduced 6.85%
2,231 $368,000
Q1 2022

Apr 07, 2022

SELL
$190.54 - $255.46 $16,576 - $22,225
-87 Reduced 3.51%
2,395 $508,000
Q4 2021

Jan 13, 2022

SELL
$247.21 - $309.96 $36,834 - $46,184
-149 Reduced 5.66%
2,482 $633,000
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $237 - $285
1 Added 0.04%
2,631 $713,000
Q2 2021

Jul 14, 2021

SELL
$210.54 - $246.26 $171,590 - $200,701
-815 Reduced 23.66%
2,630 $642,000
Q1 2021

Apr 26, 2021

BUY
$205.33 - $248.59 $16,426 - $19,887
80 Added 2.38%
3,445 $729,000
Q4 2020

Mar 10, 2021

BUY
$220.15 - $267.07 $740,804 - $898,690
3,365 New
3,365 $796,000

Others Institutions Holding CRM

About Salesforce, Inc.


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