Bogart Wealth, LLC Salesforce, Inc. Transaction History

Bogart Wealth, LLC

$1.98 Billion
Q2 2024

A detailed history of Bogart Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 46,009 shares of CRM stock, worth $12.7 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

46,009

Previous 37,114 23.97%

Holding current value

$12.7 Million

Previous $11.2 Million 5.82%

% of portfolio

0.6%

Previous 0.57%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$218.01 - $304.74 $1.94 Million - $2.71 Million	8,895 Added 23.97%	46,009 $11.8 Million
Q1 2024 Apr 25, 2024	SELL	$251.12 - $316.88 $1 Million - $1.26 Million	-3,991 Reduced 9.71%	37,114 $11.2 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $267,685 - $364,529	1,364 Added 3.43%	41,105 $10.8 Million
Q3 2023 Oct 30, 2023	BUY	$202.49 - $234.37 $178,191 - $206,245	880 Added 2.26%	39,741 $8.06 Million
Q2 2023 Jul 28, 2023	BUY	$188.89 - $223.38 $106,345 - $125,762	563 Added 1.47%	38,861 $8.21 Million
Q1 2023 Apr 21, 2023	BUY	$134.8 - $199.78 $225,790 - $334,631	1,675 Added 4.57%	38,298 $7.65 Million
Q4 2022 Feb 06, 2023	BUY	$128.21 - $165.27 $625,408 - $806,187	4,878 Added 15.37%	36,623 $4.86 Million
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $624,840 - $830,876	4,344 Added 15.85%	31,745 $4.57 Million
Q2 2022 Jul 22, 2022	BUY	$155.6 - $218.85 $599,993 - $843,885	3,856 Added 16.38%	27,401 $4.52 Million
Q1 2022 Apr 22, 2022	BUY	$190.54 - $255.46 $1.35 Million - $1.81 Million	7,093 Added 43.11%	23,545 $5 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $704,548 - $883,385	2,850 Added 20.95%	16,452 $4.18 Million
Q3 2021 Oct 15, 2021	BUY	$237.55 - $285.63 $530,211 - $637,526	2,232 Added 19.63%	13,602 $3.69 Million
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $417,921 - $488,826	1,985 Added 21.15%	11,370 $2.78 Million
Q1 2021 Apr 16, 2021	BUY	$205.33 - $248.59 $581,289 - $703,758	2,831 Added 43.19%	9,385 $1.99 Million
Q4 2020 Jan 14, 2021	BUY	$220.15 - $267.07 $291,698 - $353,867	1,325 Added 25.34%	6,554 $1.46 Million
Q3 2020 Oct 06, 2020	BUY	$185.51 - $281.25 $139,318 - $211,218	751 Added 16.77%	5,229 $1.31 Million
Q2 2020 Jul 08, 2020	BUY	$134.06 - $191.65 $122,798 - $175,551	916 Added 25.72%	4,478 $839,000
Q1 2020 Apr 20, 2020	BUY	$124.3 - $193.36 $115,474 - $179,631	929 Added 35.28%	3,562 $513,000
Q4 2019 Feb 10, 2020	BUY	$142.33 - $164.98 $26,473 - $30,686	186 Added 7.6%	2,633 $428,000
Q3 2019 Oct 10, 2019	BUY	$139.72 - $159.97 $33,672 - $38,552	241 Added 10.92%	2,447 $363,000
Q2 2019 Jul 11, 2019	BUY	$145.1 - $165.96 $78,499 - $89,784	541 Added 32.49%	2,206 $334,000
Q1 2019 Apr 08, 2019	BUY	$130.4 - $166.95 $53,464 - $68,449	410 Added 32.67%	1,665 $263,000
Q4 2018 Jan 15, 2019	BUY	$120.67 - $159.86 $151,440 - $200,624	1,255 New	1,255 $171,000

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $277B
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...

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Bogart Wealth, LLC Salesforce, Inc. Transaction History