A detailed history of Blodgett Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 2,627 shares of CRM stock, worth $866,936. This represents 0.6% of its overall portfolio holdings.

Number of Shares
2,627
Previous 2,687 2.23%
Holding current value
$866,936
Previous $690,000 4.2%
% of portfolio
0.6%
Previous 0.58%

Shares

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

Oct 21, 2024

SELL
$238.42 - $276.53 $14,305 - $16,591
-60 Reduced 2.23%
2,627 $719,000
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $44,692 - $62,471
-205 Reduced 7.09%
2,687 $690,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $28,125 - $35,490
112 Added 4.03%
2,892 $871,000
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $10,124 - $11,718
50 Added 1.83%
2,780 $563,000
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $73,667 - $87,118
-390 Reduced 12.5%
2,730 $576,000
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $43,810 - $64,928
-325 Reduced 9.43%
3,120 $623,000
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $12,821 - $16,527
-100 Reduced 2.82%
3,445 $456,000
Q3 2022

Oct 21, 2022

BUY
$143.84 - $191.27 $6,472 - $8,607
45 Added 1.29%
3,545 $510,000
Q2 2022

Jul 20, 2022

SELL
$155.6 - $218.85 $377,330 - $530,711
-2,425 Reduced 40.93%
3,500 $578,000
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $95,270 - $127,730
500 Added 9.22%
5,925 $1.26 Million
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $1.34 Million - $1.68 Million
5,425 New
5,425 $1.38 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 $330B
  • 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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