A detailed history of Boston Financial Mangement LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Boston Financial Mangement LLC holds 23,855 shares of CRM stock, worth $6.36 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,855
Previous 23,152 3.04%
Holding current value
$6.36 Million
Previous $6.97 Million 12.03%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jul 29, 2024

BUY
$218.01 - $304.74 $153,261 - $214,232
703 Added 3.04%
23,855 $6.13 Million
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $296,321 - $373,918
-1,180 Reduced 4.85%
23,152 $6.97 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $373,071 - $508,042
1,901 Added 8.47%
24,332 $6.4 Million
Q3 2023

Nov 09, 2023

SELL
$202.49 - $234.37 $207,349 - $239,994
-1,024 Reduced 4.37%
22,431 $4.55 Million
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $533,047 - $630,378
2,822 Added 13.68%
23,455 $4.96 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $1,213 - $1,798
-9 Reduced 0.04%
20,633 $4.12 Million
Q4 2022

Jan 27, 2023

BUY
$128.21 - $165.27 $72,695 - $93,708
567 Added 2.82%
20,642 $0
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $2.49 Million - $3.31 Million
17,287 Added 620.05%
20,075 $2.89 Million
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $131,170 - $184,490
843 Added 43.34%
2,788 $460,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $54,303 - $72,806
-285 Reduced 12.78%
1,945 $413,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $18,787 - $23,556
76 Added 3.53%
2,230 $567,000
Q1 2021

May 07, 2021

SELL
$205.33 - $248.59 $18,069 - $21,875
-88 Reduced 3.93%
2,154 $456,000
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $27,826 - $42,187
-150 Reduced 6.27%
2,242 $563,000
Q2 2020

Aug 10, 2020

SELL
$134.06 - $191.65 $50,674 - $72,443
-378 Reduced 13.65%
2,392 $448,000
Q1 2020

May 05, 2020

BUY
$124.3 - $193.36 $180,483 - $280,758
1,452 Added 110.17%
2,770 $399,000
Q4 2019

Feb 05, 2020

BUY
$142.33 - $164.98 $187,590 - $217,443
1,318 New
1,318 $214,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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 Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC 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 Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.