M Holdings Securities, Inc. Salesforce, Inc. Transaction History

M Holdings Securities, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $2.13 Million - $2.98 Million	9,770 New	9,770 $2.51 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $41,518 - $61,532	-308 Reduced 5.93%	4,889 $976,000
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $32,565 - $41,978	254 Added 5.14%	5,197 $689,000
Q3 2022 Nov 16, 2022	SELL	$143.84 - $191.27 $21,000 - $27,925	-146 Reduced 2.87%	4,943 $711,000
Q2 2022 Aug 16, 2022	BUY	$155.6 - $218.85 $5,757 - $8,097	37 Added 0.73%	5,089 $840,000
Q1 2022 May 24, 2022	BUY	$190.54 - $255.46 $962,608 - $1.29 Million	5,052 New	5,052 $1.07 Million
Q2 2021 Aug 19, 2021	SELL	$210.54 - $246.26 $1.24 Million - $1.45 Million	-5,898 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $1.21 Million - $1.47 Million	5,898 New	5,898 $1.25 Million
Q2 2019 Aug 16, 2019	SELL	$145.1 - $165.96 $211,991 - $242,467	-1,461 Closed	0 $0
Q1 2019 May 17, 2019	BUY	$130.4 - $166.95 $190,514 - $243,913	1,461 New	1,461 $231,000

2,945

728M

15.5M

15.6M

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...

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