A detailed history of Oxford Financial Group LTD transactions in Salesforce, Inc. stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,245 shares of CRM stock, worth $327,671. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,245
Previous 1,142 9.02%
Holding current value
$327,671
Previous $300,000 24.67%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $25,865 - $32,638
103 Added 9.02%
1,245 $374,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $14,915 - $20,311
76 Added 7.13%
1,142 $300,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $109,142 - $126,325
-539 Reduced 33.58%
1,066 $216,000
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $94,256 - $111,466
499 Added 45.12%
1,605 $339,000
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $149,088 - $220,956
1,106 New
1,106 $220,000
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $165,091 - $232,199
-1,061 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $422,998 - $567,121
-2,220 Reduced 67.66%
1,061 $225,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $33,867 - $42,464
137 Added 4.36%
3,281 $834,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $102,621 - $123,392
-432 Reduced 12.08%
3,144 $853,000
Q2 2021

Aug 03, 2021

BUY
$210.54 - $246.26 $47,160 - $55,162
224 Added 6.68%
3,576 $874,000
Q1 2021

May 10, 2021

SELL
$205.33 - $248.59 $2,463 - $2,983
-12 Reduced 0.36%
3,352 $710,000
Q4 2020

Feb 10, 2021

SELL
$220.15 - $267.07 $3,302 - $4,006
-15 Reduced 0.44%
3,364 $749,000
Q1 2020

May 12, 2020

BUY
$124.3 - $193.36 $420,009 - $653,363
3,379 New
3,379 $487,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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