Abbot Financial Management, Inc. Salesforce, Inc. Transaction History

Abbot Financial Management, Inc.

$190 Million
Q1 2025

A detailed history of Abbot Financial Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Abbot Financial Management, Inc. holds 2,748 shares of CRM stock, worth $716,211. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,748

Previous 2,798 1.79%

Holding current value

$716,211

Previous $935,000 21.18%

% of portfolio

0.39%

Previous 0.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$268.36 - $359.95 $13,418 - $17,997	-50 Reduced 1.79%	2,748 $737,000
Q3 2024 Nov 08, 2024	BUY	$238.42 - $276.53 $102,520 - $118,907	430 Added 18.16%	2,798 $765,000
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $50,622 - $58,592	-250 Reduced 9.55%	2,368 $480,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $28,333 - $33,507	-150 Reduced 5.42%	2,618 $553,000
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $522,583 - $673,640	-4,076 Reduced 59.56%	2,768 $367,000
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $19,450 - $27,356	125 Added 1.86%	6,844 $1.13 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $30,105 - $40,362	158 Added 2.41%	6,719 $1.43 Million
Q4 2021 Feb 15, 2022	BUY	$247.21 - $309.96 $15,079 - $18,907	61 Added 0.94%	6,561 $1.67 Million
Q3 2021 Nov 04, 2021	BUY	$237.55 - $285.63 $11,402 - $13,710	48 Added 0.74%	6,500 $1.76 Million
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $60,003 - $70,184	285 Added 4.62%	6,452 $1.58 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $297,317 - $359,958	1,448 Added 30.68%	6,167 $1.31 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $299,624 - $363,482	1,361 Added 40.53%	4,719 $1.05 Million
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $12,429 - $18,843	67 Added 2.04%	3,358 $844,000
Q2 2020 Jul 22, 2020	BUY	$134.06 - $191.65 $1,742 - $2,491	13 Added 0.4%	3,291 $617,000
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $25,357 - $39,445	204 Added 6.64%	3,278 $472,000
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $37,859 - $43,884	266 Added 9.47%	3,074 $500,000
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $23,333 - $26,714	167 Added 6.32%	2,808 $417,000
Q2 2019 Aug 08, 2019	BUY	$145.1 - $165.96 $122,029 - $139,572	841 Added 46.72%	2,641 $401,000
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $19,560 - $25,042	150 Added 9.09%	1,800 $285,000
Q4 2018 Feb 07, 2019	BUY	$120.67 - $159.86 $199,105 - $263,769	1,650 New	1,650 $226,000

Others Institutions Holding CRM

# of Institutions

3,356

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $261B
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...

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Abbot Financial Management, Inc. Salesforce, Inc. Transaction History