A detailed history of Beaumont Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 2,770 shares of CRM stock, worth $950,608. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,725 1.65%
Holding current value
$950,608
Previous $450,000 11.56%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $6,472 - $8,607
45 Added 1.65%
2,770 $398,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $21,472 - $30,201
138 Added 5.33%
2,725 $450,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $32,963 - $44,194
173 Added 7.17%
2,587 $551,000
Q4 2021

Feb 07, 2022

SELL
$247.21 - $309.96 $167,608 - $210,152
-678 Reduced 21.93%
2,414 $613,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $63,900 - $76,834
269 Added 9.53%
3,092 $838,000
Q2 2021

Aug 04, 2021

SELL
$210.54 - $246.26 $8,000 - $9,357
-38 Reduced 1.33%
2,823 $689,000
Q1 2021

May 04, 2021

SELL
$205.33 - $248.59 $33,263 - $40,271
-162 Reduced 5.36%
2,861 $606,000
Q4 2020

Feb 08, 2021

BUY
$220.15 - $267.07 $222,571 - $270,007
1,011 Added 50.25%
3,023 $673,000
Q3 2020

Nov 02, 2020

BUY
$185.51 - $281.25 $19,478 - $29,531
105 Added 5.51%
2,012 $506,000
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $2,815 - $4,024
21 Added 1.11%
1,907 $357,000
Q1 2020

May 08, 2020

BUY
$124.3 - $193.36 $6,090 - $9,474
49 Added 2.67%
1,886 $272,000
Q4 2019

Feb 06, 2020

BUY
$142.33 - $164.98 $64,475 - $74,735
453 Added 32.73%
1,837 $299,000
Q3 2019

Nov 06, 2019

BUY
$139.72 - $159.97 $193,372 - $221,398
1,384 New
1,384 $205,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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 Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC 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 Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.