A detailed history of Beverly Hills Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,649 shares of CRM stock, worth $553,701. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,649
Previous 1,696 2.77%
Holding current value
$553,701
Previous $436 Million 3.48%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $11,205 - $12,996
-47 Reduced 2.77%
1,649 $451 Million
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $158,275 - $221,241
726 Added 74.85%
1,696 $436 Million
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $3,515 - $4,436
-14 Reduced 1.42%
970 $292 Million
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $26,297 - $35,811
-134 Reduced 11.99%
984 $259 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $126,556 - $146,481
-625 Reduced 35.86%
1,118 $227 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $329,235 - $389,351
1,743 New
1,743 $374 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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