A detailed history of Bell Investment Advisors, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 460 shares of CRM stock, worth $150,208. This represents 0.03% of its overall portfolio holdings.

Number of Shares
460
Previous 459 0.22%
Holding current value
$150,208
Previous $125,000 22.4%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$270.87 - $367.87 $270 - $367
1 Added 0.22%
460 $153,000
Q3 2024

Nov 13, 2024

SELL
$238.42 - $276.53 $1,668 - $1,935
-7 Reduced 1.5%
459 $125,000
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $1,962 - $2,742
9 Added 1.97%
466 $119,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $1,757 - $2,218
7 Added 1.56%
457 $137,000
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $392 - $534
-2 Reduced 0.44%
450 $118,000
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $1,822 - $2,109
9 Added 2.03%
452 $91,000
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $2,833 - $3,350
15 Added 3.5%
443 $93,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $15,502 - $22,974
115 Added 36.74%
428 $85,000
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $1,410 - $1,817
-11 Reduced 3.4%
313 $41,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $13,952 - $18,553
-97 Reduced 23.04%
324 $47,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $311 - $437
-2 Reduced 0.47%
421 $69,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $1,730 - $2,169
7 Added 1.68%
423 $107,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $98,820 - $118,822
416 New
416 $113,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $327B
  • 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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