A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 122,899 shares of CRM stock, worth $34 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
122,899
Previous 124,289 1.12%
Holding current value
$34 Million
Previous $37.4 Million 15.59%
% of portfolio
0.79%
Previous 0.99%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $303,033 - $423,588
-1,390 Reduced 1.12%
122,899 $31.6 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $1.01 Million - $1.27 Million
-4,017 Reduced 3.13%
124,289 $37.4 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $2.79 Million - $3.81 Million
14,239 Added 12.48%
128,306 $33.8 Million
Q3 2023

Nov 02, 2023

SELL
$202.49 - $234.37 $534,776 - $618,971
-2,641 Reduced 2.26%
114,067 $23.1 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $1.29 Million - $1.53 Million
6,851 Added 6.24%
116,708 $24.7 Million
Q1 2023

Apr 28, 2023

BUY
$134.8 - $199.78 $399,682 - $592,347
2,965 Added 2.77%
109,857 $21.9 Million
Q4 2022

Jan 27, 2023

SELL
$128.21 - $165.27 $457,581 - $589,848
-3,569 Reduced 3.23%
106,892 $0
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $190,012 - $252,667
1,321 Added 1.21%
110,461 $15.9 Million
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $12,603 - $17,726
-81 Reduced 0.07%
109,140 $18 Million
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $176,440 - $236,555
-926 Reduced 0.84%
109,221 $23.2 Million
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $449,427 - $563,507
1,818 Added 1.68%
110,147 $28 Million
Q3 2021

Nov 29, 2021

BUY
$237.55 - $285.63 $25.7 Million - $30.9 Million
108,329 New
108,329 $29.4 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $277B
  • 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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