A detailed history of Sowell Financial Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 15,442 shares of CRM stock, worth $5.32 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,442
Previous 22,808 32.3%
Holding current value
$5.32 Million
Previous $5.86 Million 27.92%
% of portfolio
0.2%
Previous 0.29%

Shares

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

Oct 04, 2024

SELL
$238.42 - $276.53 $1.76 Million - $2.04 Million
-7,366 Reduced 32.3%
15,442 $4.23 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $388,057 - $542,437
1,780 Added 8.46%
22,808 $5.86 Million
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $409,827 - $517,148
1,632 Added 8.41%
21,028 $6.33 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $497,886 - $678,013
2,537 Added 15.05%
19,396 $5.1 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $27,538 - $31,874
-136 Reduced 0.8%
16,859 $3.42 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $980,150 - $1.16 Million
5,189 Added 43.95%
16,995 $3.59 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $712,418 - $1.06 Million
-5,285 Reduced 30.92%
11,806 $2.36 Million
Q4 2022

Feb 09, 2023

BUY
$128.21 - $165.27 $474,633 - $611,829
3,702 Added 27.65%
17,091 $2.27 Million
Q3 2022

Nov 15, 2022

BUY
$143.84 - $191.27 $68,180 - $90,661
474 Added 3.67%
13,389 $1.93 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $2.01 Million - $2.83 Million
12,915 New
12,915 $2.13 Million
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $2.61 Million - $3.5 Million
-13,710 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $3.39 Million - $4.25 Million
13,710 New
13,710 $3.48 Million
Q2 2021

Aug 05, 2021

SELL
$210.54 - $246.26 $3.38 Million - $3.96 Million
-16,068 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $17,247 - $20,881
84 Added 0.53%
16,068 $3.5 Million
Q4 2020

Jan 13, 2021

SELL
$220.15 - $267.07 $1.1 Million - $1.34 Million
-5,001 Reduced 23.83%
15,984 $3.56 Million
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $1.16 Million - $1.76 Million
6,261 Added 42.52%
20,985 $5.27 Million
Q2 2020

Aug 13, 2020

SELL
$134.06 - $191.65 $800,070 - $1.14 Million
-5,968 Reduced 28.84%
14,724 $2.76 Million
Q1 2020

May 12, 2020

BUY
$124.3 - $193.36 $267,866 - $416,690
2,155 Added 11.63%
20,692 $2.98 Million
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $248,792 - $288,385
1,748 Added 10.41%
18,537 $3.01 Million
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $1.79 Million - $2.05 Million
12,797 Added 320.57%
16,789 $2.49 Million
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $59,071 - $75,628
453 Added 12.8%
3,992 $0
Q4 2018

Mar 05, 2019

SELL
$120.67 - $159.86 $9,291 - $12,309
-77 Reduced 2.13%
3,539 $485,000
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $495,934 - $580,114
3,616 New
3,616 $575,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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