A detailed history of Blue Bell Private Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 295 shares of CRM stock, worth $97,347. This represents 0.02% of its overall portfolio holdings.

Number of Shares
295
Previous 283 4.24%
Holding current value
$97,347
Previous $72,000 11.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $2,861 - $3,318
12 Added 4.24%
295 $80,000
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $1,004 - $1,267
4 Added 1.43%
283 $85,000
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $30,980 - $35,858
153 Added 121.43%
279 $56,000
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $4,722 - $5,584
25 Added 24.75%
126 $26,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $128 - $165
-1 Reduced 0.98%
101 $13,000
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $4,512 - $6,346
29 Added 39.73%
102 $17,000
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $18,046 - $22,627
73 New
73 $19,000

Others Institutions Holding CRM

About Salesforce, Inc.


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