A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 891 shares of CRM stock, worth $294,038. This represents 0.04% of its overall portfolio holdings.

Number of Shares
891
Previous 791 12.64%
Holding current value
$294,038
Previous $203,000 19.7%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $23,842 - $27,652
100 Added 12.64%
891 $243,000
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $28,995 - $40,530
-133 Reduced 14.39%
791 $203,000
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $38,170 - $48,165
152 Added 19.69%
924 $278,000
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $151,505 - $206,317
772 New
772 $203,000
Q1 2021

Apr 27, 2021

SELL
$205.33 - $248.59 $77,614 - $93,967
-378 Closed
0 $0
Q4 2020

Mar 19, 2021

BUY
$220.15 - $267.07 $83,216 - $100,952
378 New
378 $84,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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