A detailed history of Beacon Financial Group transactions in Salesforce, Inc. stock. As of the latest transaction made, Beacon Financial Group holds 1,651 shares of CRM stock, worth $568,653. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,651
Previous 1,811 8.83%
Holding current value
$568,653
Previous $465,000 3.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $38,147 - $44,244
-160 Reduced 8.83%
1,651 $451,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $33,355 - $46,625
153 Added 9.23%
1,811 $465,000
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $62,026 - $78,269
247 Added 17.51%
1,658 $499,000
Q4 2023

Feb 23, 2024

BUY
$196.25 - $267.25 $276,908 - $377,089
1,411 New
1,411 $371,000
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $264,068 - $312,285
1,398 New
1,398 $294,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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