A detailed history of Forum Financial Management, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 8,440 shares of CRM stock, worth $2.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,440
Previous 8,221 2.66%
Holding current value
$2.25 Million
Previous $2.48 Million 12.4%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 30, 2024

BUY
$218.01 - $304.74 $47,744 - $66,738
219 Added 2.66%
8,440 $2.17 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $33,901 - $42,778
135 Added 1.67%
8,221 $2.48 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $2,551 - $3,474
-13 Reduced 0.16%
8,086 $2.13 Million
Q3 2023

Nov 03, 2023

BUY
$202.49 - $234.37 $27,538 - $31,874
136 Added 1.71%
8,099 $1.64 Million
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $10,011 - $11,839
-53 Reduced 0.66%
7,963 $1.68 Million
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $189,259 - $280,491
1,404 Added 21.23%
8,016 $1.6 Million
Q4 2022

Jan 24, 2023

BUY
$128.21 - $165.27 $219,623 - $283,107
1,713 Added 34.97%
6,612 $0
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $401,457 - $533,834
-2,791 Reduced 36.29%
4,899 $705,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $216,128 - $303,982
1,389 Added 22.04%
7,690 $1.27 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $258,943 - $347,170
-1,359 Reduced 17.74%
6,301 $1.34 Million
Q4 2021

Feb 18, 2022

BUY
$247.21 - $309.96 $1.89 Million - $2.37 Million
7,660 New
7,660 $1.95 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 $267B
  • 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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