A detailed history of Beaird Harris Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 38 shares of CRM stock, worth $12,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 18 111.11%
Holding current value
$12,602
Previous $5,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$218.01 - $304.74 $4,360 - $6,094
20 Added 111.11%
38 $9,000
Q4 2023

Feb 27, 2024

BUY
$196.25 - $267.25 $3,336 - $4,543
17 Added 1700.0%
18 $4,000
Q1 2023

Apr 24, 2023

SELL
$134.8 - $199.78 $32,891 - $48,746
-244 Reduced 99.59%
1 $0
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $31,283 - $40,325
244 Added 24400.0%
245 $32,000
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $12,226 - $16,257
-85 Reduced 98.84%
1 $0
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $54,615 - $76,816
-351 Reduced 80.32%
86 $14,000
Q1 2022

May 27, 2022

SELL
$190.54 - $255.46 $381 - $510
-2 Reduced 0.46%
437 $93,000
Q4 2021

May 17, 2022

BUY
$247.21 - $309.96 $108,525 - $136,072
439 New
439 $111,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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