A detailed history of Keystone Financial Group transactions in Salesforce, Inc. stock. As of the latest transaction made, Keystone Financial Group holds 1,538 shares of CRM stock, worth $410,338. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,744 11.81%
Holding current value
$410,338
Previous $525,000 24.76%
% of portfolio
0.14%
Previous 0.08%

Shares

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

Jul 31, 2024

SELL
$218.01 - $304.74 $44,910 - $62,776
-206 Reduced 11.81%
1,538 $395,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $21,847 - $27,568
87 Added 5.25%
1,744 $525,000
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $46,118 - $62,803
-235 Reduced 12.42%
1,657 $436,000
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $17,616 - $20,390
-87 Reduced 4.4%
1,892 $383,000
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $21,722 - $25,688
-115 Reduced 5.49%
1,979 $418,000
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $57,694 - $74,371
-450 Reduced 17.69%
2,094 $277,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $38,980 - $51,834
271 Added 11.92%
2,544 $366,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $45,902 - $64,560
-295 Reduced 11.49%
2,273 $375,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $489,306 - $656,021
2,568 New
2,568 $545,000
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $192,576 - $241,458
-779 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $185,051 - $222,505
779 New
779 $211,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group 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 Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.