A detailed history of Beaumont Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,020 shares of CRM stock, worth $601,980. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,583 21.8%
Holding current value
$601,980
Previous $664,000 16.87%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 09, 2024

SELL
$238.42 - $276.53 $134,230 - $155,686
-563 Reduced 21.8%
2,020 $552,000
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $24,635 - $34,435
113 Added 4.57%
2,583 $664,000
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $12,807 - $16,160
-51 Reduced 2.02%
2,470 $743,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $106,760 - $145,384
544 Added 27.52%
2,521 $663,000
Q3 2023

Nov 01, 2023

SELL
$202.49 - $234.37 $9,517 - $11,015
-47 Reduced 2.32%
1,977 $400,000
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $19,077 - $22,561
101 Added 5.25%
2,024 $427,000
Q1 2023

May 08, 2023

BUY
$134.8 - $199.78 $19,141 - $28,368
142 Added 7.97%
1,923 $384,000
Q4 2022

Jan 25, 2023

BUY
$128.21 - $165.27 $228,342 - $294,345
1,781 New
1,781 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $298B
  • 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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