A detailed history of Bok Financial Private Wealth, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 6,150 shares of CRM stock, worth $1.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,150
Previous 6,126 0.39%
Holding current value
$1.64 Million
Previous $1.85 Million 14.31%
% of portfolio
0.12%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $5,232 - $7,313
24 Added 0.39%
6,150 $1.58 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $1.02 Million - $1.28 Million
4,045 Added 194.38%
6,126 $1.85 Million
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $1,794 - $2,313
-14 Reduced 0.67%
2,081 $275,000
Q3 2022

Nov 07, 2022

BUY
$143.84 - $191.27 $301,344 - $400,710
2,095 New
2,095 $301,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $540,710 - $760,503
-3,475 Reduced 58.57%
2,458 $406,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $173,391 - $232,468
-910 Reduced 13.3%
5,933 $1.26 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $82,568 - $103,526
334 Added 5.13%
6,843 $1.74 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $1.55 Million - $1.86 Million
6,509 New
6,509 $1.77 Million
Q3 2021

Nov 09, 2021

SELL
$237.55 - $285.63 $3.78 Million - $4.55 Million
-15,920 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
$210.54 - $246.26 $225,488 - $263,744
1,071 Added 7.21%
15,920 $3.89 Million
Q1 2021

May 12, 2021

SELL
$205.33 - $248.59 $81,105 - $98,193
-395 Reduced 2.59%
14,849 $3.15 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $96,205 - $116,709
437 Added 2.95%
15,244 $3.39 Million
Q3 2020

Nov 06, 2020

SELL
$185.51 - $281.25 $99,618 - $151,031
-537 Reduced 3.5%
14,807 $3.72 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $61,533 - $87,967
459 Added 3.08%
15,344 $2.87 Million
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $1.85 Million - $2.88 Million
14,885 New
14,885 $2.14 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 $267B
  • 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
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.