A detailed history of M Holdings Securities, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 9,770 shares of CRM stock, worth $2.47 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,770
Holding current value
$2.47 Million
% of portfolio
0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $252B
  • 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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