A detailed history of Baron Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,676 shares of CRM stock, worth $1.29 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
3,676
Previous 3,242 13.39%
Holding current value
$1.29 Million
Previous $834 Million 20.71%
% of portfolio
0.48%
Previous 0.43%

Shares

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

Nov 07, 2024

BUY
$238.42 - $276.53 $103,474 - $120,014
434 Added 13.39%
3,676 $1.01 Billion
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $14,170 - $19,808
-65 Reduced 1.97%
3,242 $834 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $82,618 - $104,253
329 Added 11.05%
3,307 $996 Million
Q4 2023

Jan 04, 2024

SELL
$196.25 - $267.25 $20,606 - $28,061
-105 Reduced 3.41%
2,978 $784 Million
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $2,024 - $2,343
10 Added 0.33%
3,083 $625 Million
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $4,533 - $5,361
24 Added 0.79%
3,073 $649 Million
Q1 2023

May 10, 2023

SELL
$134.8 - $199.78 $134 - $199
-1 Reduced 0.03%
3,049 $609,000
Q4 2022

Jun 06, 2023

BUY
$128.21 - $165.27 $128 - $165
1 Added 0.03%
3,050 $404 Million
Q4 2022

Apr 04, 2023

BUY
$128.21 - $165.27 $391,040 - $504,073
3,050 New
3,050 $404,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $351B
  • 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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