A detailed history of Balanced Rock Investment Advisor transactions in Salesforce, Inc. stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,811 shares of CRM stock, worth $622,350. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,851 2.16%
Holding current value
$622,350
Previous $476 Million 4.16%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $9,536 - $11,061
-40 Reduced 2.16%
1,811 $496 Million
Q2 2024

Jul 31, 2024

SELL
$218.01 - $304.74 $7,630 - $10,665
-35 Reduced 1.86%
1,851 $476 Million
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $133,595 - $168,580
-532 Reduced 22.0%
1,886 $568 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $474,532 - $646,210
2,418 New
2,418 $636 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 $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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