A detailed history of United Advisor Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, United Advisor Group, LLC holds 1,715 shares of CRM stock, worth $590,697. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,715
Previous 877 95.55%
Holding current value
$590,697
Previous $225,000 108.44%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $199,795 - $231,732
838 Added 95.55%
1,715 $469,000
Q2 2024

Aug 08, 2024

BUY
$218.01 - $304.74 $191,194 - $267,256
877 New
877 $225,000

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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