A detailed history of Burkett Financial Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Burkett Financial Services, LLC holds 979 shares of CRM stock, worth $285,251. This represents 0.11% of its overall portfolio holdings.

Number of Shares
979
Previous 977 0.2%
Holding current value
$285,251
Previous $251 Million 6.63%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 08, 2024

BUY
$238.42 - $276.53 $476 - $553
2 Added 0.2%
979 $268 Million
Q2 2024

Jul 10, 2024

SELL
$218.01 - $304.74 $10,682 - $14,932
-49 Reduced 4.78%
977 $251 Million
Q1 2024

Apr 01, 2024

SELL
$251.12 - $316.88 $12,556 - $15,844
-50 Reduced 4.65%
1,026 $309 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $211,165 - $287,561
1,076 New
1,076 $283 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $291B
  • 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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