A detailed history of Briaud Financial Planning, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 50 shares of CRM stock, worth $12,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
50
Holding current value
$12,044
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$236.26 - $291.15 $11,813 - $14,557
50 New
50 $13,000
Q3 2023

Nov 03, 2023

BUY
$202.49 - $234.37 $3,037 - $3,515
15 New
15 $3,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $241B
  • 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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