A detailed history of Bison Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bison Wealth, LLC holds 2,050 shares of CRM stock, worth $701,141. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,050
Previous 2,140 4.21%
Holding current value
$701,141
Previous $550,000 2.0%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 05, 2024

SELL
$238.42 - $276.53 $21,457 - $24,887
-90 Reduced 4.21%
2,050 $561,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $52,484 - $66,227
209 Added 10.82%
2,140 $644,000
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $13,933 - $18,974
71 Added 3.82%
1,931 $508,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $45,762 - $52,967
-226 Reduced 10.83%
1,860 $377,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $167,167 - $197,691
885 Added 73.69%
2,086 $440,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $5,526 - $8,190
-41 Reduced 3.3%
1,201 $239,000
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $20,257 - $26,112
-158 Reduced 11.29%
1,242 $164,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $21,576 - $28,690
150 Added 12.0%
1,400 $201,000
Q2 2022

Jul 22, 2022

SELL
$155.6 - $218.85 $72,198 - $101,546
-464 Reduced 27.07%
1,250 $206,000
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $35,249 - $47,260
-185 Reduced 9.74%
1,714 $364,000
Q4 2021

Feb 02, 2022

SELL
$247.21 - $309.96 $21,260 - $26,656
-86 Reduced 4.33%
1,899 $483,000
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $1,425 - $1,713
6 Added 0.3%
1,985 $538,000
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $416,658 - $487,348
1,979 New
1,979 $483,000
Q1 2021

May 05, 2021

SELL
$205.33 - $248.59 $295,059 - $357,223
-1,437 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $122,183 - $148,223
555 Added 62.93%
1,437 $320,000
Q3 2020

Oct 16, 2020

BUY
$185.51 - $281.25 $163,619 - $248,062
882 New
882 $222,000
Q2 2020

Aug 03, 2020

SELL
$134.06 - $191.65 $726,203 - $1.04 Million
-5,417 Closed
0 $0
Q1 2020

May 04, 2020

SELL
$124.3 - $193.36 $263,143 - $409,343
-2,117 Reduced 28.1%
5,417 $780,000
Q4 2019

Feb 05, 2020

SELL
$142.33 - $164.98 $370,769 - $429,772
-2,605 Reduced 25.69%
7,534 $1.23 Million
Q3 2019

Nov 04, 2019

BUY
$139.72 - $159.97 $792,072 - $906,869
5,669 Added 126.82%
10,139 $1.51 Million
Q2 2019

Aug 05, 2019

BUY
$145.1 - $165.96 $104,181 - $119,159
718 Added 19.14%
4,470 $678,000
Q1 2019

May 09, 2019

BUY
$130.4 - $166.95 $41,728 - $53,424
320 Added 9.32%
3,752 $594,000
Q4 2018

Feb 08, 2019

SELL
$120.67 - $159.86 $4,102 - $5,435
-34 Reduced 0.98%
3,432 $470,000
Q3 2018

Nov 09, 2018

BUY
$137.15 - $160.43 $39,910 - $46,685
291 Added 9.17%
3,466 $551,000
Q2 2018

Aug 09, 2018

BUY
$115.3 - $139.8 $366,077 - $443,865
3,175 New
3,175 $433,000

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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