Beaumont Asset Management, L.L.C. Salesforce, Inc. Transaction History

Beaumont Asset Management, L.L.C.

$181 Million
Q2 2025

A detailed history of Beaumont Asset Management, L.L.C. transactions in Salesforce, Inc. stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 7,727 shares of CRM stock, worth $1.86 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

7,727

Previous 7,642 1.11%

Holding current value

$1.86 Million

Previous $2.05 Million 2.78%

% of portfolio

1.17%

Previous 1.26%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$236.26 - $291.15 $20,082 - $24,747	85 Added 1.11%	7,727 $2.11 Million
Q1 2025 May 08, 2025	BUY	$268.36 - $359.95 $4,293 - $5,759	16 Added 0.21%	7,642 $2.05 Million
Q4 2024 Jan 28, 2025	SELL	$270.87 - $367.87 $49,027 - $66,584	-181 Reduced 2.32%	7,626 $2.55 Million
Q3 2024 Oct 24, 2024	SELL	$238.42 - $276.53 $296,832 - $344,279	-1,245 Reduced 13.75%	7,807 $2.14 Million
Q2 2024 Aug 02, 2024	SELL	$218.01 - $304.74 $6,758 - $9,446	-31 Reduced 0.34%	9,052 $2.33 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $45,703 - $57,672	182 Added 2.04%	9,083 $2.74 Million
Q4 2023 Feb 01, 2024	BUY	$196.25 - $267.25 $7,653 - $10,422	39 Added 0.44%	8,901 $2.34 Million
Q3 2023 Oct 30, 2023	SELL	$202.49 - $234.37 $12,959 - $14,999	-64 Reduced 0.72%	8,862 $1.8 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $15,488 - $18,317	-82 Reduced 0.91%	8,926 $1.89 Million
Q1 2023 Apr 24, 2023	SELL	$134.8 - $199.78 $653,375 - $968,333	-4,847 Reduced 34.98%	9,008 $1.8 Million
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $55,002 - $70,900	-429 Reduced 3.0%	13,855 $0
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $16,541 - $21,996	115 Added 0.81%	14,284 $2.05 Million
Q2 2022 Jul 19, 2022	BUY	$155.6 - $218.85 $33,765 - $47,490	217 Added 1.56%	14,169 $2.34 Million
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $227,314 - $304,763	1,193 Added 9.35%	13,952 $2.96 Million
Q4 2021 Jan 25, 2022	BUY	$247.21 - $309.96 $9,888 - $12,398	40 Added 0.31%	12,759 $3.24 Million
Q3 2021 Oct 20, 2021	BUY	$237.55 - $285.63 $86,468 - $103,969	364 Added 2.95%	12,719 $3.45 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $50,319 - $58,856	239 Added 1.97%	12,355 $3.02 Million
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $102,459 - $124,046	499 Added 4.3%	12,116 $2.57 Million
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $17,171 - $20,831	78 Added 0.68%	11,617 $2.59 Million
Q3 2020 Oct 14, 2020	SELL	$185.51 - $281.25 $30,980 - $46,968	-167 Reduced 1.43%	11,539 $2.9 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $27,080 - $38,713	202 Added 1.76%	11,706 $2.19 Million
Q1 2020 Apr 21, 2020	SELL	$124.3 - $193.36 $55,686 - $86,625	-448 Reduced 3.75%	11,504 $1.66 Million
Q4 2019 Jan 29, 2020	BUY	$142.33 - $164.98 $1.7 Million - $1.97 Million	11,952 New	11,952 $1.94 Million

Others Institutions Holding CRM

# of Institutions

3,419

Shares Held

777M

Call Options Held

18.9M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $240B
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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Beaumont Asset Management, L.L.C. Salesforce, Inc. Transaction History