A detailed history of Balasa Dinverno & Foltz LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 3,012 shares of CRM stock, worth $803,601. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,012
Previous 3,362 10.41%
Holding current value
$803,601
Previous $555,000 21.98%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

SELL
$143.84 - $191.27 $50,344 - $66,944
-350 Reduced 10.41%
3,012 $433,000
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $176,450 - $248,175
1,134 Added 50.9%
3,362 $555,000
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $81,932 - $109,847
-430 Reduced 16.18%
2,228 $473,000
Q4 2021

Jan 26, 2022

SELL
$247.21 - $309.96 $5,438 - $6,819
-22 Reduced 0.82%
2,658 $675,000
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $120,437 - $144,814
507 Added 23.33%
2,680 $727,000
Q2 2021

Jul 23, 2021

BUY
$210.54 - $246.26 $90,321 - $105,645
429 Added 24.6%
2,173 $531,000
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $43,324 - $52,452
-211 Reduced 10.79%
1,744 $370,000
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $38,306 - $46,470
174 Added 9.77%
1,955 $435,000
Q3 2020

Nov 10, 2020

BUY
$185.51 - $281.25 $46,934 - $71,156
253 Added 16.56%
1,781 $448,000
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $3,217 - $4,599
-24 Reduced 1.55%
1,528 $286,000
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $1,864 - $2,900
15 Added 0.98%
1,552 $223,000
Q4 2019

Jan 22, 2020

BUY
$142.33 - $164.98 $3,415 - $3,959
24 Added 1.59%
1,537 $250,000
Q3 2019

Nov 06, 2019

SELL
$139.72 - $159.97 $34,650 - $39,672
-248 Reduced 14.08%
1,513 $225,000
Q2 2019

Aug 07, 2019

SELL
$145.1 - $165.96 $54,267 - $62,069
-374 Reduced 17.52%
1,761 $267,000
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $21,776 - $27,880
167 Added 8.49%
2,135 $338,000
Q4 2018

Feb 04, 2019

BUY
$120.67 - $159.86 $46,095 - $61,066
382 Added 24.09%
1,968 $270,000
Q3 2018

Oct 24, 2018

BUY
$137.15 - $160.43 $217,519 - $254,441
1,586 New
1,586 $252,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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