A detailed history of Trifecta Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 23,300 shares of CRM stock, worth $7.89 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
23,300
Previous 22,992 1.34%
Holding current value
$7.89 Million
Previous $5.91 Billion 7.89%
% of portfolio
1.33%
Previous 1.31%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $73,433 - $85,171
308 Added 1.34%
23,300 $6.38 Billion
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $107,478 - $150,236
493 Added 2.19%
22,992 $5.91 Billion
Q1 2024

Apr 16, 2024

BUY
$251.12 - $316.88 $220,734 - $278,537
879 Added 4.07%
22,499 $6.78 Billion
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $125,403 - $170,772
639 Added 3.05%
21,620 $5.69 Billion
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $148,627 - $172,027
734 Added 3.63%
20,981 $4.25 Billion
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $114,278 - $135,144
605 Added 3.08%
20,247 $4.28 Billion
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $23,590 - $34,961
175 Added 0.9%
19,642 $3.92 Billion
Q4 2022

Jan 17, 2023

BUY
$128.21 - $165.27 $2.5 Million - $3.22 Million
19,467 New
19,467 $2.58 Billion

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
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.