A detailed history of Bsw Wealth Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Bsw Wealth Partners holds 3,680 shares of CRM stock, worth $1.26 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,680
Previous 3,169 16.12%
Holding current value
$1.26 Million
Previous $814,000 23.71%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 29, 2024

BUY
$238.42 - $276.53 $121,832 - $141,306
511 Added 16.12%
3,680 $1.01 Million
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $8,938 - $12,494
-41 Reduced 1.28%
3,169 $814,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $21,094 - $26,617
84 Added 2.69%
3,210 $966,000
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $15,111 - $20,578
77 Added 2.53%
3,126 $822,000
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $123,518 - $142,965
610 Added 25.01%
3,049 $618,000
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $2,455 - $2,903
13 Added 0.54%
2,439 $515,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $395,503 - $586,154
-2,934 Reduced 54.74%
2,426 $484,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $164,749 - $212,371
-1,285 Reduced 19.34%
5,360 $710,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $33,370 - $44,374
232 Added 3.62%
6,645 $956,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $89,781 - $126,276
577 Added 9.89%
6,413 $1.06 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $209,975 - $281,516
1,102 Added 23.28%
5,836 $1.24 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $87,017 - $109,105
352 Added 8.03%
4,734 $1.2 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $92,169 - $110,824
388 Added 9.71%
4,382 $1.19 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $176,432 - $206,365
838 Added 26.55%
3,994 $976,000
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $93,835 - $113,605
457 Added 16.93%
3,156 $669,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $139,354 - $169,055
633 Added 30.64%
2,699 $601,000
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $106,111 - $160,875
572 Added 38.29%
2,066 $519,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $200,285 - $286,325
1,494 New
1,494 $280,000
Q4 2018

Feb 13, 2019

SELL
$120.67 - $159.86 $201,760 - $267,285
-1,672 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$137.15 - $160.43 $229,314 - $268,238
1,672 New
1,672 $266,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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