A detailed history of Marcum Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,129 shares of CRM stock, worth $972,430. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,129
Previous 3,015 3.78%
Holding current value
$972,430
Previous $775,000 10.45%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 08, 2024

BUY
$238.42 - $276.53 $27,179 - $31,524
114 Added 3.78%
3,129 $856,000
Q2 2024

Jul 02, 2024

BUY
$218.01 - $304.74 $12,862 - $17,979
59 Added 2.0%
3,015 $775,000
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $73,829 - $93,162
294 Added 11.04%
2,956 $890,000
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $30,222 - $41,156
-154 Reduced 5.47%
2,662 $700,000
Q3 2023

Oct 10, 2023

SELL
$202.49 - $234.37 $69,859 - $80,857
-345 Reduced 10.91%
2,816 $571,000
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $13,411 - $15,859
-71 Reduced 2.2%
3,161 $667,000
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $77,779 - $115,273
577 Added 21.73%
3,232 $645,000
Q4 2022

Jan 12, 2023

SELL
$128.21 - $165.27 $112,953 - $145,602
-881 Reduced 24.92%
2,655 $0
Q3 2022

Oct 11, 2022

BUY
$143.84 - $191.27 $165,703 - $220,343
1,152 Added 48.32%
3,536 $509,000
Q2 2022

Jul 14, 2022

BUY
$155.6 - $218.85 $25,207 - $35,453
162 Added 7.29%
2,384 $393,000
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $140,427 - $188,274
-737 Reduced 24.91%
2,222 $472,000
Q4 2021

Feb 01, 2022

BUY
$247.21 - $309.96 $12,607 - $15,807
51 Added 1.75%
2,959 $752,000
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $74,353 - $89,402
313 Added 12.06%
2,908 $789,000
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $210 - $246
1 Added 0.04%
2,595 $634,000
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $532,626 - $644,842
2,594 New
2,594 $550,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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