Mayflower Financial Advisors, LLC Salesforce, Inc. Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 3,541 shares of CRM stock, worth $950,262. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,541

Previous 3,692 4.09%

Holding current value

$950,262

Previous $1.01 Million 17.13%

% of portfolio

0.19%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$270.87 - $367.87 $40,901 - $55,548	-151 Reduced 4.09%	3,541 $1.18 Million
Q3 2024 Nov 04, 2024	BUY	$238.42 - $276.53 $4,529 - $5,254	19 Added 0.52%	3,692 $1.01 Million
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $41,639 - $58,205	191 Added 5.49%	3,673 $944,000
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $17,829 - $22,498	71 Added 2.08%	3,482 $1.05 Million
Q4 2023 Jan 22, 2024	BUY	$196.25 - $267.25 $8,046 - $10,957	41 Added 1.22%	3,411 $897,000
Q3 2023 Oct 12, 2023	SELL	$202.49 - $234.37 $7,897 - $9,140	-39 Reduced 1.14%	3,370 $683,000
Q2 2023 Jul 13, 2023	BUY	$188.89 - $223.38 $47,411 - $56,068	251 Added 7.95%	3,409 $720,000
Q1 2023 Apr 12, 2023	SELL	$134.8 - $199.78 $3,235 - $4,794	-24 Reduced 0.75%	3,158 $630,000
Q4 2022 Jan 25, 2023	BUY	$128.21 - $165.27 $407,964 - $525,889	3,182 New	3,182 $0
Q3 2022 Oct 19, 2022	SELL	$143.84 - $191.27 $555,222 - $738,302	-3,860 Reduced 51.34%	3,659 $526,000
Q3 2022 Oct 17, 2022	BUY	$143.84 - $191.27 $506,029 - $672,887	3,518 Added 87.93%	7,519 $1.08 Million
Q2 2022 Jul 15, 2022	SELL	$155.6 - $218.85 $45,124 - $63,466	-290 Reduced 6.76%	4,001 $660,000
Q1 2022 Apr 21, 2022	BUY	$190.54 - $255.46 $94,698 - $126,963	497 Added 13.1%	4,291 $911,000
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $11,371 - $14,258	46 Added 1.23%	3,794 $964,000
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $21,141 - $25,421	89 Added 2.43%	3,748 $1.1 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $108,428 - $126,823	515 Added 16.38%	3,659 $894,000
Q1 2021 Apr 23, 2021	SELL	$205.33 - $248.59 $215,185 - $260,522	-1,048 Reduced 25.0%	3,144 $666,000
Q4 2020 Apr 12, 2021	BUY	$220.15 - $267.07 $922,868 - $1.12 Million	4,192 New	4,192 $933,000

Others Institutions Holding CRM

# of Institutions

3,414

Shares Held

751M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $268B
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...

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Mayflower Financial Advisors, LLC Salesforce, Inc. Transaction History