A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 577 shares of CRM stock, worth $198,736. This represents 0.11% of its overall portfolio holdings.

Number of Shares
577
Previous 1,064 45.77%
Holding current value
$198,736
Previous $320,000 53.75%
% of portfolio
0.11%
Previous 0.26%

Shares

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

Jul 31, 2024

SELL
$218.01 - $304.74 $106,170 - $148,408
-487 Reduced 45.77%
577 $148,000
Q1 2024

Apr 26, 2024

SELL
$251.12 - $316.88 $6.63 Million - $8.36 Million
-26,398 Reduced 96.13%
1,064 $320,000
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $36,698 - $49,975
187 Added 0.69%
27,462 $7.23 Million
Q3 2023

Oct 26, 2023

SELL
$202.49 - $234.37 $38,068 - $44,061
-188 Reduced 0.68%
27,275 $5.53 Million
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $17,566 - $20,774
93 Added 0.34%
27,463 $5.8 Million
Q1 2023

May 08, 2023

BUY
$134.8 - $199.78 $3.28 Million - $4.86 Million
24,319 Added 797.08%
27,370 $5.47 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $139,364 - $179,648
-1,087 Reduced 26.27%
3,051 $404,000
Q2 2022

Jul 25, 2022

SELL
$155.6 - $218.85 $14,159 - $19,915
-91 Reduced 2.15%
4,138 $683,000
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $2.24 Million - $3 Million
-11,749 Reduced 73.53%
4,229 $898,000
Q4 2021

Jan 21, 2022

SELL
$247.21 - $309.96 $754,237 - $945,687
-3,051 Reduced 16.03%
15,978 $4.06 Million
Q3 2021

Nov 05, 2021

SELL
$237.55 - $285.63 $21,617 - $25,992
-91 Reduced 0.48%
19,029 $5.16 Million
Q2 2021

Aug 09, 2021

BUY
$210.54 - $246.26 $67,162 - $78,556
319 Added 1.7%
19,120 $4.67 Million
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $3.86 Million - $4.67 Million
18,801 New
18,801 $3.98 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 $344B
  • 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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