A detailed history of Beacon Investment Advisory Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 30,022 shares of CRM stock, worth $9.76 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
30,022
Previous 31,206 3.79%
Holding current value
$9.76 Million
Previous $8.02 Million 2.42%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $282,289 - $327,411
-1,184 Reduced 3.79%
30,022 $8.22 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $344,237 - $481,184
-1,579 Reduced 4.82%
31,206 $8.02 Million
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $171,012 - $215,795
-681 Reduced 2.03%
32,785 $9.87 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $462,757 - $630,175
-2,358 Reduced 6.58%
33,466 $8.81 Million
Q3 2023

Oct 31, 2023

SELL
$202.49 - $234.37 $3.35 Million - $3.88 Million
-16,549 Reduced 31.6%
35,824 $7.26 Million
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $165,467 - $195,680
-876 Reduced 1.65%
52,373 $11.1 Million
Q1 2023

May 04, 2023

SELL
$134.8 - $199.78 $73,466 - $108,880
-545 Reduced 1.01%
53,249 $10.6 Million
Q4 2022

Jan 13, 2023

SELL
$128.21 - $165.27 $1.87 Million - $2.41 Million
-14,553 Reduced 21.29%
53,794 $0
Q3 2022

Oct 20, 2022

SELL
$143.84 - $191.27 $207,704 - $276,193
-1,444 Reduced 2.07%
68,347 $9.83 Million
Q2 2022

Jul 21, 2022

SELL
$155.6 - $218.85 $51,970 - $73,095
-334 Reduced 0.48%
69,791 $11.5 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $306,388 - $410,779
-1,608 Reduced 2.24%
70,125 $14.9 Million
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $244,243 - $306,240
988 Added 1.4%
71,733 $18.2 Million
Q3 2021

Nov 09, 2021

SELL
$237.55 - $285.63 $588,173 - $707,219
-2,476 Reduced 3.38%
70,745 $19.2 Million
Q2 2021

Aug 02, 2021

SELL
$210.54 - $246.26 $281,070 - $328,757
-1,335 Reduced 1.79%
73,221 $17.9 Million
Q1 2021

May 21, 2021

SELL
$205.33 - $248.59 $41,271 - $49,966
-201 Reduced 0.27%
74,556 $15.8 Million
Q4 2020

Feb 08, 2021

SELL
$220.15 - $267.07 $243,265 - $295,112
-1,105 Reduced 1.46%
74,757 $16.6 Million
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $126,703 - $192,093
683 Added 0.91%
75,862 $19.1 Million
Q2 2020

Jul 28, 2020

BUY
$134.06 - $191.65 $508,623 - $727,120
3,794 Added 5.31%
75,179 $14.1 Million
Q1 2020

May 05, 2020

SELL
$124.3 - $193.36 $1.24 Million - $1.92 Million
-9,952 Reduced 12.24%
71,385 $10.3 Million
Q4 2019

Jan 31, 2020

BUY
$142.33 - $164.98 $11 Million - $12.7 Million
76,951 Added 1754.47%
81,337 $13.2 Million
Q3 2019

Oct 29, 2019

BUY
$139.72 - $159.97 $612,811 - $701,628
4,386 New
4,386 $651,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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