A detailed history of Bar Harbor Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Bar Harbor Wealth Management holds 14,039 shares of CRM stock, worth $4.81 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,039
Previous 14,184 1.02%
Holding current value
$4.81 Million
Previous $3.65 Million 5.38%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 16, 2024

SELL
$238.42 - $276.53 $34,570 - $40,096
-145 Reduced 1.02%
14,039 $3.84 Million
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $22,891 - $31,997
105 Added 0.75%
14,184 $3.65 Million
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $198,384 - $250,335
790 Added 5.94%
14,079 $4.24 Million
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $148,561 - $202,308
757 Added 6.04%
13,289 $3.5 Million
Q3 2023

Nov 28, 2023

BUY
$202.49 - $234.37 $834,056 - $965,370
4,119 Added 48.96%
12,532 $2.54 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $1.59 Million - $1.88 Million
8,413 New
8,413 $1.78 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 $343B
  • 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 Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management 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 Bar Harbor Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bar Harbor Wealth Management with notifications on news.