A detailed history of Beacon Pointe Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 57,701 shares of CRM stock, worth $19.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
57,701
Previous 60,133 4.04%
Holding current value
$19.9 Million
Previous $15.5 Million 2.15%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $579,837 - $672,520
-2,432 Reduced 4.04%
57,701 $15.8 Million
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $279,924 - $391,286
-1,284 Reduced 2.09%
60,133 $15.5 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $3.03 Million - $3.82 Million
-12,048 Reduced 16.4%
61,417 $18.5 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $1.62 Million - $2.2 Million
8,243 Added 12.64%
73,465 $19.3 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $5.6 Million - $6.48 Million
27,648 Added 73.58%
65,222 $13.2 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $369,468 - $436,931
-1,956 Reduced 4.95%
37,574 $7.94 Million
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $267,308 - $396,163
-1,983 Reduced 4.78%
39,530 $7.9 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $58,720 - $75,693
458 Added 1.12%
41,513 $5.51 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $1.25 Million - $1.66 Million
-8,662 Reduced 17.42%
41,055 $5.9 Million
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $4.6 Million - $6.47 Million
-29,554 Reduced 37.28%
49,717 $8.21 Million
Q1 2022

May 17, 2022

BUY
$190.54 - $255.46 $8.53 Million - $11.4 Million
44,777 Added 129.81%
79,271 $16.8 Million
Q4 2021

Feb 14, 2022

SELL
$247.21 - $309.96 $7.84 Million - $9.84 Million
-31,733 Reduced 47.92%
34,494 $8.77 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $8.82 Million - $10.6 Million
37,124 Added 127.56%
66,227 $18 Million
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $4.67 Million - $5.47 Million
22,204 Added 321.84%
29,103 $7.11 Million
Q1 2021

May 18, 2021

BUY
$205.33 - $248.59 $359,532 - $435,281
1,751 Added 34.01%
6,899 $1.47 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $315,915 - $383,245
1,435 Added 38.65%
5,148 $1.14 Million
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $149,150 - $226,125
-804 Reduced 17.8%
3,713 $933,000
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $264,902 - $378,700
1,976 Added 77.76%
4,517 $843,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $58,545 - $91,072
-471 Reduced 15.64%
2,541 $365,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $98,919 - $114,661
695 Added 30.0%
3,012 $489,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $64,550 - $73,906
-462 Reduced 16.62%
2,317 $343,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $146,986 - $168,117
1,013 Added 57.36%
2,779 $422,000
Q1 2019

May 14, 2019

SELL
$130.4 - $166.95 $177,735 - $227,552
-1,363 Reduced 43.56%
1,766 $279,000
Q4 2018

Feb 01, 2019

BUY
$120.67 - $159.86 $377,576 - $500,201
3,129 New
3,129 $428,000

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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