A detailed history of Boyd Watterson Asset Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Boyd Watterson Asset Management LLC holds 6,985 shares of CRM stock, worth $2.17 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,985
Previous 6,990 0.07%
Holding current value
$2.17 Million
Previous $1.8 Million 6.34%
% of portfolio
0.53%
Previous 0.52%

Shares

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

Oct 22, 2024

SELL
$238.42 - $276.53 $1,192 - $1,382
-5 Reduced 0.07%
6,985 $1.91 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $91,128 - $127,381
-418 Reduced 5.64%
6,990 $1.8 Million
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $84,376 - $106,471
336 Added 4.75%
7,408 $2.23 Million
Q4 2023

Feb 02, 2024

SELL
$196.25 - $267.25 $9,420 - $12,828
-48 Reduced 0.67%
7,072 $1.86 Million
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $1,822 - $2,109
-9 Reduced 0.13%
7,120 $1.44 Million
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $755 - $893
-4 Reduced 0.06%
7,129 $1.51 Million
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $2,156 - $3,196
16 Added 0.22%
7,133 $1.43 Million
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $9,102 - $11,734
-71 Reduced 0.99%
7,117 $0
Q3 2022

Oct 18, 2022

BUY
$143.84 - $191.27 $2,157 - $2,869
15 Added 0.21%
7,188 $1.03 Million
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $770,686 - $1.08 Million
4,953 Added 223.11%
7,173 $1.18 Million
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $213,023 - $285,604
1,118 Added 101.45%
2,220 $471,000
Q4 2021

Jan 26, 2022

SELL
$247.21 - $309.96 $26,204 - $32,855
-106 Reduced 8.77%
1,102 $280,000
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $25,655 - $30,848
108 Added 9.82%
1,208 $328,000
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $153,694 - $179,769
-730 Reduced 39.89%
1,100 $269,000
Q1 2021

Apr 27, 2021

SELL
$205.33 - $248.59 $505,111 - $611,531
-2,460 Reduced 57.34%
1,830 $388,000
Q4 2020

Jan 20, 2021

SELL
$220.15 - $267.07 $206,280 - $250,244
-937 Reduced 17.93%
4,290 $955,000
Q3 2020

Oct 23, 2020

SELL
$185.51 - $281.25 $267,505 - $405,562
-1,442 Reduced 21.62%
5,227 $1.31 Million
Q2 2020

Jul 15, 2020

BUY
$134.06 - $191.65 $84,725 - $121,122
632 Added 10.47%
6,669 $1.25 Million
Q1 2020

Apr 20, 2020

SELL
$124.3 - $193.36 $11,684 - $18,175
-94 Reduced 1.53%
6,037 $869,000
Q4 2019

Jan 16, 2020

SELL
$142.33 - $164.98 $3,558 - $4,124
-25 Reduced 0.41%
6,131 $997,000
Q3 2019

Oct 17, 2019

SELL
$139.72 - $159.97 $3,772 - $4,319
-27 Reduced 0.44%
6,156 $914,000
Q2 2019

Jul 24, 2019

SELL
$145.1 - $165.96 $109,550 - $125,299
-755 Reduced 10.88%
6,183 $938,000
Q1 2019

Apr 09, 2019

BUY
$130.4 - $166.95 $49,291 - $63,107
378 Added 5.76%
6,938 $1.1 Million
Q4 2018

Jan 16, 2019

BUY
$120.67 - $159.86 $438,273 - $580,611
3,632 Added 124.04%
6,560 $899,000
Q3 2018

Oct 17, 2018

SELL
$137.15 - $160.43 $29,212 - $34,171
-213 Reduced 6.78%
2,928 $466,000
Q2 2018

Jul 18, 2018

SELL
$115.3 - $139.8 $7,263 - $8,807
-63 Reduced 1.97%
3,141 $428,000
Q1 2018

Apr 19, 2018

SELL
$104.03 - $127.99 $40,051 - $49,276
-385 Reduced 10.73%
3,204 $373,000
Q4 2017

Jan 11, 2018

BUY
$93.94 - $108.8 $337,150 - $390,483
3,589
3,589 $367,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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 Boyd Watterson Asset Management LLC Portfolio

Follow Boyd Watterson Asset Management 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 Boyd Watterson Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Watterson Asset Management LLC with notifications on news.