A detailed history of Berkeley Capital Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 1,310 shares of CRM stock, worth $434,461. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,310
Previous 1,310 -0.0%
Holding current value
$434,461
Previous $336,000 6.55%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 14, 2024

SELL
$218.01 - $304.74 $20,274 - $28,340
-93 Reduced 6.63%
1,310 $336,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $1,255 - $1,584
5 Added 0.36%
1,403 $422,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $2,158 - $2,939
11 Added 0.79%
1,398 $367,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $1,417 - $1,640
7 Added 0.51%
1,387 $281,000
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $6,800 - $8,041
36 Added 2.68%
1,380 $291,000
Q1 2023

May 02, 2023

BUY
$134.8 - $199.78 $181,171 - $268,504
1,344 New
1,344 $268,000
Q2 2022

Aug 04, 2022

SELL
$155.6 - $218.85 $210,526 - $296,104
-1,353 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $31,820 - $42,661
167 Added 14.08%
1,353 $287,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $43,756 - $54,862
177 Added 17.54%
1,186 $301,000
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $13,540 - $16,280
57 Added 5.99%
1,009 $274,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $200,434 - $234,439
952 New
952 $233,000
Q4 2020

Jan 28, 2021

SELL
$220.15 - $267.07 $233,138 - $282,827
-1,059 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$185.51 - $281.25 $196,455 - $297,843
1,059 New
1,059 $266,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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 Berkeley Capital Partners, LLC Portfolio

Follow Berkeley Capital 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 Berkeley Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Berkeley Capital Partners, LLC with notifications on news.