A detailed history of Balboa Wealth Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 1,323 shares of CRM stock, worth $446,155. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,323
Previous 2,562 48.36%
Holding current value
$446,155
Previous $658,000 44.98%
% of portfolio
0.09%
Previous 0.18%

Shares

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

Nov 06, 2024

SELL
$238.42 - $276.53 $295,402 - $342,620
-1,239 Reduced 48.36%
1,323 $362,000
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $227,602 - $318,148
1,044 Added 68.77%
2,562 $658,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $34,403 - $43,412
137 Added 9.92%
1,518 $457,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $34,147 - $46,501
174 Added 14.42%
1,381 $363,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $97,600 - $112,966
-482 Reduced 28.54%
1,207 $244,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $112,200 - $132,687
594 Added 54.25%
1,689 $356,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $147,606 - $218,759
1,095 New
1,095 $218,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $337B
  • 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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.