A detailed history of Brio Consultants, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Brio Consultants, LLC holds 2,149 shares of CRM stock, worth $735,000. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,149
Previous 2,008 7.02%
Holding current value
$735,000
Previous $516,000 13.95%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 18, 2024

BUY
$238.42 - $276.53 $33,617 - $38,990
141 Added 7.02%
2,149 $588,000
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $70,635 - $98,735
-324 Reduced 13.89%
2,008 $516,000
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $87,389 - $110,274
348 Added 17.54%
2,332 $702,000
Q4 2023

Feb 02, 2024

SELL
$196.25 - $267.25 $5,102 - $6,948
-26 Reduced 1.29%
1,984 $522,000
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $82,008 - $94,919
405 Added 25.23%
2,010 $407,000
Q2 2023

Aug 09, 2023

SELL
$188.89 - $223.38 $2,077 - $2,457
-11 Reduced 0.68%
1,605 $339,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $217,836 - $322,844
1,616 New
1,616 $322,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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