A detailed history of Global Financial Private Client, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Global Financial Private Client, LLC holds 297 shares of CRM stock, worth $76,358. This represents 0.04% of its overall portfolio holdings.

Number of Shares
297
Previous 297 -0.0%
Holding current value
$76,358
Previous $78.2 Million 14.87%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

May 15, 2024

BUY
$202.49 - $234.37 $809 - $937
4 Added 1.37%
297 $60.5 Million
Q3 2022

May 15, 2024

BUY
$143.84 - $191.27 $28,768 - $38,254
200 Added 215.05%
293 $43.3 Million
Q2 2022

May 15, 2024

BUY
$155.6 - $218.85 $10,892 - $15,319
70 Added 304.35%
93 $15.6 Million
Q1 2021

May 15, 2024

SELL
$205.33 - $248.59 $410 - $497
-2 Reduced 8.0%
23 $5.03 Million
Q4 2020

May 15, 2024

SELL
$220.15 - $267.07 $91,362 - $110,834
-415 Reduced 94.32%
25 $5.56 Million
Q3 2020

May 15, 2024

SELL
$185.51 - $281.25 $742 - $1,125
-4 Reduced 0.9%
440 $112 Million
Q2 2020

May 15, 2024

SELL
$134.06 - $191.65 $31,370 - $44,846
-234 Reduced 34.51%
444 $85.2 Million
Q1 2020

May 15, 2024

SELL
$124.3 - $193.36 $109,259 - $169,963
-879 Reduced 56.45%
678 $90.9 Million
Q4 2019

May 15, 2024

BUY
$142.33 - $164.98 $221,607 - $256,873
1,557 New
1,557 $253 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 $257B
  • 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
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.