A detailed history of Westbourne Investment Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 21,388 shares of CRM stock, worth $7.24 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
21,388
Previous 20,674 3.45%
Holding current value
$7.24 Million
Previous $5.32 Million 10.14%
% of portfolio
2.05%
Previous 1.93%

Shares

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

Oct 29, 2024

BUY
$238.42 - $276.53 $170,231 - $197,442
714 Added 3.45%
21,388 $5.85 Million
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $51,014 - $71,309
234 Added 1.14%
20,674 $5.32 Million
Q1 2024

Apr 22, 2024

SELL
$251.12 - $316.88 $330,725 - $417,330
-1,317 Reduced 6.05%
20,440 $6.16 Million
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $173,681 - $236,516
885 Added 4.24%
21,757 $5.73 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $14,174 - $16,405
70 Added 0.34%
20,872 $4.23 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $3,588 - $4,244
19 Added 0.09%
20,802 $4.4 Million
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $71,309 - $105,683
529 Added 2.61%
20,783 $4.15 Million
Q4 2022

Feb 09, 2023

BUY
$128.21 - $165.27 $70,643 - $91,063
551 Added 2.8%
20,254 $2.69 Million
Q3 2022

Nov 02, 2022

BUY
$143.84 - $191.27 $14,240 - $18,935
99 Added 0.5%
19,703 $2.83 Million
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $911,971 - $1.28 Million
5,861 Added 42.65%
19,604 $3.24 Million
Q1 2022

Jun 15, 2022

BUY
$190.54 - $255.46 $2.47 Million - $3.31 Million
12,943 Added 1617.88%
13,743 $2.92 Million
Q4 2021

Jan 24, 2022

BUY
$247.21 - $309.96 $197,768 - $247,967
800 New
800 $203,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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