A detailed history of Bogart Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 46,716 shares of CRM stock, worth $16.1 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
46,716
Previous 46,009 1.54%
Holding current value
$16.1 Million
Previous $11.8 Million 8.1%
% of portfolio
0.61%
Previous 0.6%

Shares

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

Oct 22, 2024

BUY
$238.42 - $276.53 $168,562 - $195,506
707 Added 1.54%
46,716 $12.8 Million
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $1.94 Million - $2.71 Million
8,895 Added 23.97%
46,009 $11.8 Million
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $1 Million - $1.26 Million
-3,991 Reduced 9.71%
37,114 $11.2 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $267,685 - $364,529
1,364 Added 3.43%
41,105 $10.8 Million
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $178,191 - $206,245
880 Added 2.26%
39,741 $8.06 Million
Q2 2023

Jul 28, 2023

BUY
$188.89 - $223.38 $106,345 - $125,762
563 Added 1.47%
38,861 $8.21 Million
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $225,790 - $334,631
1,675 Added 4.57%
38,298 $7.65 Million
Q4 2022

Feb 06, 2023

BUY
$128.21 - $165.27 $625,408 - $806,187
4,878 Added 15.37%
36,623 $4.86 Million
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $624,840 - $830,876
4,344 Added 15.85%
31,745 $4.57 Million
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $599,993 - $843,885
3,856 Added 16.38%
27,401 $4.52 Million
Q1 2022

Apr 22, 2022

BUY
$190.54 - $255.46 $1.35 Million - $1.81 Million
7,093 Added 43.11%
23,545 $5 Million
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $704,548 - $883,385
2,850 Added 20.95%
16,452 $4.18 Million
Q3 2021

Oct 15, 2021

BUY
$237.55 - $285.63 $530,211 - $637,526
2,232 Added 19.63%
13,602 $3.69 Million
Q2 2021

Aug 06, 2021

BUY
$210.54 - $246.26 $417,921 - $488,826
1,985 Added 21.15%
11,370 $2.78 Million
Q1 2021

Apr 16, 2021

BUY
$205.33 - $248.59 $581,289 - $703,758
2,831 Added 43.19%
9,385 $1.99 Million
Q4 2020

Jan 14, 2021

BUY
$220.15 - $267.07 $291,698 - $353,867
1,325 Added 25.34%
6,554 $1.46 Million
Q3 2020

Oct 06, 2020

BUY
$185.51 - $281.25 $139,318 - $211,218
751 Added 16.77%
5,229 $1.31 Million
Q2 2020

Jul 08, 2020

BUY
$134.06 - $191.65 $122,798 - $175,551
916 Added 25.72%
4,478 $839,000
Q1 2020

Apr 20, 2020

BUY
$124.3 - $193.36 $115,474 - $179,631
929 Added 35.28%
3,562 $513,000
Q4 2019

Feb 10, 2020

BUY
$142.33 - $164.98 $26,473 - $30,686
186 Added 7.6%
2,633 $428,000
Q3 2019

Oct 10, 2019

BUY
$139.72 - $159.97 $33,672 - $38,552
241 Added 10.92%
2,447 $363,000
Q2 2019

Jul 11, 2019

BUY
$145.1 - $165.96 $78,499 - $89,784
541 Added 32.49%
2,206 $334,000
Q1 2019

Apr 08, 2019

BUY
$130.4 - $166.95 $53,464 - $68,449
410 Added 32.67%
1,665 $263,000
Q4 2018

Jan 15, 2019

BUY
$120.67 - $159.86 $151,440 - $200,624
1,255 New
1,255 $171,000

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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