A detailed history of Berger Financial Group, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Berger Financial Group, Inc holds 2,267 shares of CRM stock, worth $775,359. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,267
Previous 2,151 5.39%
Holding current value
$775,359
Previous $553,000 12.12%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$238.42 - $276.53 $27,656 - $32,077
116 Added 5.39%
2,267 $620,000
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $97,886 - $136,828
449 Added 26.38%
2,151 $553,000
Q1 2024

Apr 16, 2024

SELL
$251.12 - $316.88 $14,062 - $17,745
-56 Reduced 3.19%
1,702 $512,000
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $17,466 - $23,785
-89 Reduced 4.82%
1,758 $462,000
Q3 2023

Nov 03, 2023

BUY
$202.49 - $234.37 $4,049 - $4,687
20 Added 1.09%
1,847 $374,000
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $26,444 - $31,273
-140 Reduced 7.12%
1,827 $385,000
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $265,151 - $392,967
1,967 New
1,967 $392,000
Q3 2022

Oct 27, 2022

SELL
$143.84 - $191.27 $6,041 - $8,033
-42 Reduced 2.73%
1,497 $215,000
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $15,248 - $21,447
98 Added 6.8%
1,539 $254,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $93,745 - $125,686
492 Added 51.84%
1,441 $306,000
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $234,602 - $294,152
949 New
949 $241,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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