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 7,807 shares of CRM stock, worth $2.43 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
7,807
Previous 9,052 13.75%
Holding current value
$2.43 Million
Previous $2.33 Million 8.21%
% of portfolio
1.27%
Previous 1.5%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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
Track This Portfolio

Track Beaumont Asset Management, L.L.C. Portfolio

Follow Beaumont Asset Management, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Asset Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Asset Management, L.L.C. with notifications on news.