A detailed history of Bay Harbor Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 310 shares of CRM stock, worth $99,897. This represents 0.03% of its overall portfolio holdings.

Number of Shares
310
Previous 324 4.32%
Holding current value
$99,897
Previous $83,000 1.2%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

SELL
$238.42 - $276.53 $3,337 - $3,871
-14 Reduced 4.32%
310 $84,000
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $218 - $304
-1 Reduced 0.31%
324 $83,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $251 - $316
1 Added 0.31%
325 $97,000
Q4 2023

Jan 26, 2024

BUY
$196.25 - $267.25 $196 - $267
1 Added 0.31%
324 $85,000
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $1,822 - $2,109
9 Added 2.87%
323 $65,000
Q2 2023

Jul 19, 2023

BUY
$188.89 - $223.38 $59,311 - $70,141
314 New
314 $66,000
Q1 2021

May 05, 2021

SELL
$205.33 - $248.59 $4,517 - $5,468
-22 Closed
0 $0
Q4 2020

Feb 09, 2021

SELL
$220.15 - $267.07 $6,164 - $7,477
-28 Reduced 56.0%
22 $5,000
Q3 2020

Oct 27, 2020

BUY
$185.51 - $281.25 $9,275 - $14,062
50 New
50 $13,000
Q1 2020

May 20, 2020

SELL
$124.3 - $193.36 $11,187 - $17,402
-90 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$142.33 - $164.98 $1,138 - $1,319
8 Added 9.76%
90 $15,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $9,894 - $13,108
82 New
82 $11,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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