Baystate Wealth Management LLC Salesforce, Inc. Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

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 $3.58 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,481

Previous 10,457 0.23%

Holding current value

$3.58 Million

Previous $2.12 Million 30.05%

% of portfolio

0.2%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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...

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Baystate Wealth Management LLC Salesforce, Inc. Transaction History