A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 13,198 shares of CRM stock, worth $4.47 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
13,198
Previous 15,733 16.11%
Holding current value
$4.47 Million
Previous $4.05 Billion 10.7%
% of portfolio
0.73%
Previous 1.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$238.42 - $276.53 $604,394 - $701,003
-2,535 Reduced 16.11%
13,198 $3.61 Billion
Q2 2024

Jul 12, 2024

BUY
$218.01 - $304.74 $1.26 Million - $1.76 Million
5,790 Added 58.23%
15,733 $4.05 Billion
Q1 2024

Apr 29, 2024

SELL
$251.12 - $316.88 $177,039 - $223,400
-705 Reduced 6.62%
9,943 $2.62 Billion
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $2.09 Million - $2.85 Million
10,648 New
10,648 $2.8 Billion
Q4 2023

Jan 19, 2024

SELL
$196.25 - $267.25 $1.78 Million - $2.42 Million
-9,072 Closed
0 $2.8 Billion
Q4 2023

Jan 08, 2024

SELL
$196.25 - $267.25 $30,418 - $41,423
-155 Reduced 1.68%
9,072 $1.84 Billion
Q3 2023

Oct 17, 2023

BUY
$202.49 - $234.37 $174,748 - $202,261
863 Added 10.32%
9,227 $1.87 Billion
Q2 2023

Jul 10, 2023

SELL
$188.89 - $223.38 $190,590 - $225,390
-1,009 Reduced 10.76%
8,364 $1.77 Billion
Q1 2023

Apr 17, 2023

BUY
$134.8 - $199.78 $75,488 - $111,876
560 Added 6.35%
9,373 $1.87 Billion
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $1.13 Million - $1.46 Million
8,813 New
8,813 $1.17 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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