A detailed history of Stonebridge Financial Planning Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 1,458 shares of CRM stock, worth $419,204. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,458
Previous 1,570 7.13%
Holding current value
$419,204
Previous $472,000 20.76%
% of portfolio
0.2%
Previous 0.26%

Shares

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

Aug 07, 2024

SELL
$218.01 - $304.74 $24,417 - $34,130
-112 Reduced 7.13%
1,458 $374,000
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $14,718 - $20,043
-75 Reduced 4.56%
1,570 $413,000
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $28,348 - $32,811
140 Added 9.3%
1,645 $333,000
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $49,678 - $58,748
-263 Reduced 14.88%
1,505 $317,000
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $70,904 - $105,084
-526 Reduced 22.93%
1,768 $353,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $33,975 - $43,796
-265 Reduced 10.36%
2,294 $0
Q3 2022

Oct 31, 2022

SELL
$143.84 - $191.27 $7,192 - $9,563
-50 Reduced 1.92%
2,559 $368,000
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $59,594 - $83,819
-383 Reduced 12.8%
2,609 $431,000
Q1 2022

May 10, 2022

SELL
$190.54 - $255.46 $11,432 - $15,327
-60 Reduced 1.97%
2,992 $635,000
Q2 2021

Jul 28, 2021

SELL
$210.54 - $246.26 $21,054 - $24,626
-100 Reduced 3.17%
3,052 $741,000
Q1 2021

May 06, 2021

SELL
$205.33 - $248.59 $41,066 - $49,718
-200 Reduced 5.97%
3,152 $721,000
Q4 2020

Jan 27, 2021

BUY
$220.15 - $267.07 $44,030 - $53,414
200 Added 6.35%
3,352 $746,000
Q3 2020

Oct 26, 2020

BUY
$185.51 - $281.25 $1,855 - $2,812
10 Added 0.32%
3,152 $815,000
Q2 2020

Jul 24, 2020

SELL
$134.06 - $191.65 $4,423 - $6,324
-33 Reduced 1.04%
3,142 $605,000
Q1 2020

Apr 15, 2020

SELL
$124.3 - $193.36 $26,103 - $40,605
-210 Reduced 6.2%
3,175 $480,000
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $481,787 - $558,457
3,385 New
3,385 $551,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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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