A detailed history of Baystate Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 10,481 shares of CRM stock, worth $2.56 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,481
Previous 10,457 0.23%
Holding current value
$2.56 Million
Previous $2.12 Million 30.05%
% of portfolio
0.2%
Previous 0.17%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$196.25 - $267.25 $4,710 - $6,414
24 Added 0.23%
10,481 $2.76 Million
Q3 2023

Oct 25, 2023

BUY
$202.49 - $234.37 $269,716 - $312,180
1,332 Added 14.6%
10,457 $2.12 Million
Q2 2023

Sep 21, 2023

BUY
$188.89 - $223.38 $1.72 Million - $2.04 Million
9,125 New
9,125 $1.93 Million
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $551,558 - $652,269
2,920 New
2,920 $616,000
Q1 2023

Apr 25, 2023

BUY
$134.8 - $199.78 $280,518 - $415,742
2,081 Added 28.79%
9,310 $1.86 Million
Q4 2022

Jan 12, 2023

SELL
$128.21 - $165.27 $238,085 - $306,906
-1,857 Reduced 20.44%
7,229 $958,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $3,596 - $4,781
25 Added 0.28%
9,086 $1.31 Million
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $332,517 - $467,682
-2,137 Reduced 19.08%
9,061 $1.5 Million
Q1 2022

Apr 19, 2022

BUY
$190.54 - $255.46 $2 Million - $2.68 Million
10,475 Added 1448.82%
11,198 $2.38 Million
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $19,282 - $24,176
78 Added 12.09%
723 $184,000
Q3 2021

Nov 05, 2021

SELL
$237.55 - $285.63 $3,800 - $4,570
-16 Reduced 2.42%
645 $175,000
Q1 2021

Apr 21, 2021

BUY
$205.33 - $248.59 $16,631 - $20,135
81 Added 13.97%
661 $140,000
Q4 2020

Jan 15, 2021

BUY
$220.15 - $267.07 $4,623 - $5,608
21 Added 3.76%
580 $129,000
Q3 2020

Oct 14, 2020

SELL
$185.51 - $281.25 $103,700 - $157,218
-559 Reduced 50.0%
559 $140,000
Q2 2020

Jul 28, 2020

BUY
$134.06 - $191.65 $13,808 - $19,739
103 Added 10.15%
1,118 $209,000
Q3 2019

Oct 30, 2019

SELL
$139.72 - $159.97 $41,916 - $47,991
-300 Reduced 22.81%
1,015 $151,000
Q1 2019

Apr 25, 2019

SELL
$130.4 - $166.95 $2,868 - $3,672
-22 Reduced 1.65%
1,315 $210,000
Q4 2018

Jan 24, 2019

BUY
$120.67 - $159.86 $107,758 - $142,754
893 Added 201.13%
1,337 $204,000
Q3 2018

Oct 16, 2018

BUY
$137.15 - $160.43 $41,145 - $48,129
300 Added 208.33%
444 $61,000
Q2 2018

Jul 17, 2018

BUY
$115.3 - $139.8 $5,765 - $6,990
50 Added 53.19%
144 $21,000
Q1 2018

Apr 24, 2018

BUY
$104.03 - $127.99 $1,040 - $1,279
10 Added 11.9%
94 $11,000
Q3 2017

Oct 10, 2017

BUY
$87.63 - $97.71 $7,360 - $8,207
84
84 $8,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $244B
  • 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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