A detailed history of Cabot Wealth Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Cabot Wealth Management Inc holds 10,981 shares of CRM stock, worth $3.75 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,981
Previous 16,930 35.14%
Holding current value
$3.75 Million
Previous $4.35 Million 30.95%
% of portfolio
0.38%
Previous 0.57%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $1.42 Million - $1.65 Million
-5,949 Reduced 35.14%
10,981 $3.01 Million
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $68,891 - $96,297
-316 Reduced 1.83%
16,930 $4.35 Million
Q1 2024

May 02, 2024

SELL
$251.12 - $316.88 $54,744 - $69,079
-218 Reduced 1.25%
17,246 $5.19 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $81,640 - $111,176
-416 Reduced 2.33%
17,464 $4.6 Million
Q3 2023

Oct 26, 2023

SELL
$202.49 - $234.37 $68,239 - $78,982
-337 Reduced 1.85%
17,880 $3.63 Million
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $188 - $223
-1 Reduced 0.01%
18,217 $3.85 Million
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $458,724 - $679,851
3,403 Added 22.97%
18,218 $3.64 Million
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $84,490 - $108,912
-659 Reduced 4.26%
14,815 $1.96 Million
Q3 2022

Oct 19, 2022

SELL
$143.84 - $191.27 $214,896 - $285,757
-1,494 Reduced 8.8%
15,474 $2.23 Million
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $42,323 - $59,527
272 Added 1.63%
16,968 $2.8 Million
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $14,290 - $19,159
75 Added 0.45%
16,696 $3.55 Million
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $72,926 - $91,438
295 Added 1.81%
16,621 $4.22 Million
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $63,900 - $76,834
269 Added 1.68%
16,326 $4.43 Million
Q2 2021

Jul 26, 2021

SELL
$210.54 - $246.26 $36,002 - $42,110
-171 Reduced 1.05%
16,057 $3.92 Million
Q1 2021

Apr 20, 2021

BUY
$205.33 - $248.59 $78,641 - $95,209
383 Added 2.42%
16,228 $3.44 Million
Q4 2020

Feb 02, 2021

SELL
$220.15 - $267.07 $16,731 - $20,297
-76 Reduced 0.48%
15,845 $3.53 Million
Q2 2020

Aug 10, 2020

SELL
$134.06 - $191.65 $112,744 - $161,177
-841 Reduced 5.02%
15,921 $2.98 Million
Q1 2020

Apr 23, 2020

SELL
$124.3 - $193.36 $63,144 - $98,226
-508 Reduced 2.94%
16,762 $2.41 Million
Q4 2019

Feb 12, 2020

SELL
$142.33 - $164.98 $832,915 - $965,462
-5,852 Reduced 25.31%
17,270 $2.81 Million
Q3 2019

Oct 31, 2019

SELL
$139.72 - $159.97 $23,193 - $26,555
-166 Reduced 0.71%
23,122 $3.43 Million
Q2 2019

Aug 06, 2019

SELL
$145.1 - $165.96 $257,407 - $294,413
-1,774 Reduced 7.08%
23,288 $3.53 Million
Q1 2019

May 13, 2019

SELL
$130.4 - $166.95 $37,164 - $47,580
-285 Reduced 1.12%
25,062 $3.97 Million
Q4 2018

Feb 12, 2019

SELL
$120.67 - $159.86 $43,561 - $57,709
-361 Reduced 1.4%
25,347 $3.47 Million
Q3 2018

Oct 30, 2018

SELL
$137.15 - $160.43 $548 - $641
-4 Reduced 0.02%
25,708 $4.09 Million
Q2 2018

Aug 09, 2018

SELL
$115.3 - $139.8 $2,882 - $3,495
-25 Reduced 0.1%
25,712 $3.51 Million
Q1 2018

May 11, 2018

SELL
$104.03 - $127.99 $37,242 - $45,820
-358 Reduced 1.37%
25,737 $2.99 Million
Q4 2017

Feb 12, 2018

SELL
$93.94 - $108.8 $94,503 - $109,452
-1,006 Reduced 3.71%
26,095 $2.67 Million
Q3 2017

Nov 06, 2017

BUY
$87.63 - $97.71 $2.37 Million - $2.65 Million
27,101
27,101 $2.53 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 $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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