A detailed history of Beese Fulmer Investment Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 63,645 shares of CRM stock, worth $17.8 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
63,645
Previous 30,552 108.32%
Holding current value
$17.8 Million
Previous $9.2 Million 77.84%
% of portfolio
1.52%
Previous 0.88%

Shares

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

Jul 03, 2024

BUY
$218.01 - $304.74 $7.21 Million - $10.1 Million
33,093 Added 108.32%
63,645 $16.4 Million
Q1 2024

Apr 08, 2024

BUY
$251.12 - $316.88 $654,669 - $826,106
2,607 Added 9.33%
30,552 $9.2 Million
Q4 2023

Jan 09, 2024

BUY
$196.25 - $267.25 $152,878 - $208,187
779 Added 2.87%
27,945 $7.35 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $232,661 - $269,291
1,149 Added 4.42%
27,166 $5.51 Million
Q2 2023

Jul 11, 2023

BUY
$188.89 - $223.38 $229,501 - $271,406
1,215 Added 4.9%
26,017 $5.5 Million
Q1 2023

Apr 11, 2023

BUY
$134.8 - $199.78 $170,117 - $252,122
1,262 Added 5.36%
24,802 $4.95 Million
Q4 2022

Jan 17, 2023

BUY
$128.21 - $165.27 $108,722 - $140,148
848 Added 3.74%
23,540 $0
Q3 2022

Oct 06, 2022

BUY
$143.84 - $191.27 $42,288 - $56,233
294 Added 1.31%
22,692 $3.26 Million
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $514,724 - $723,955
3,308 Added 17.33%
22,398 $3.7 Million
Q1 2022

Apr 12, 2022

BUY
$190.54 - $255.46 $389,844 - $522,671
2,046 Added 12.0%
19,090 $4.05 Million
Q4 2021

Jan 10, 2022

BUY
$247.21 - $309.96 $507,027 - $635,727
2,051 Added 13.68%
17,044 $4.33 Million
Q3 2021

Oct 08, 2021

BUY
$237.55 - $285.63 $98,108 - $117,965
413 Added 2.83%
14,993 $4.07 Million
Q2 2021

Jul 08, 2021

BUY
$210.54 - $246.26 $457,713 - $535,369
2,174 Added 17.52%
14,580 $3.56 Million
Q1 2021

Apr 23, 2021

BUY
$205.33 - $248.59 $596,688 - $722,402
2,906 Added 30.59%
12,406 $2.63 Million
Q4 2020

Jan 20, 2021

BUY
$220.15 - $267.07 $1.44 Million - $1.75 Million
6,548 Added 221.82%
9,500 $2.11 Million
Q3 2020

Oct 08, 2020

BUY
$185.51 - $281.25 $154,900 - $234,843
835 Added 39.44%
2,952 $742,000
Q2 2020

Jul 17, 2020

BUY
$134.06 - $191.65 $283,805 - $405,723
2,117 New
2,117 $397,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $279B
  • 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 Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. 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 Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.