Marietta Wealth Management, LLC Salesforce, Inc. Transaction History

Marietta Wealth Management, LLC

$648 Million
Q1 2025

A detailed history of Marietta Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 25,546 shares of CRM stock, worth $6.71 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

25,546

Previous 24,581 3.93%

Holding current value

$6.71 Million

Previous $8.22 Million 16.59%

% of portfolio

1.06%

Previous 1.21%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$268.36 - $359.95 $258,967 - $347,351	965 Added 3.93%	25,546 $6.86 Million
Q4 2024 Jan 23, 2025	BUY	$270.87 - $367.87 $83,969 - $114,039	310 Added 1.28%	24,581 $8.22 Million
Q3 2024 Oct 22, 2024	BUY	$238.42 - $276.53 $256,539 - $297,546	1,076 Added 4.64%	24,271 $6.64 Million
Q2 2024 Jul 19, 2024	BUY	$218.01 - $304.74 $157,621 - $220,327	723 Added 3.22%	23,195 $5.96 Million
Q1 2024 Apr 25, 2024	SELL	$251.12 - $316.88 $649,145 - $819,134	-2,585 Reduced 10.32%	22,472 $6.77 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $71,238 - $97,011	-363 Reduced 1.43%	25,057 $6.59 Million
Q3 2023 Oct 30, 2023	SELL	$202.49 - $234.37 $75,123 - $86,951	-371 Reduced 1.44%	25,420 $5.15 Million
Q2 2023 Jul 18, 2023	SELL	$188.89 - $223.38 $9,822 - $11,615	-52 Reduced 0.2%	25,791 $5.45 Million
Q1 2023 Apr 27, 2023	BUY	$134.8 - $199.78 $270,813 - $401,358	2,009 Added 8.43%	25,843 $5.16 Million
Q4 2022 Jan 30, 2023	SELL	$128.21 - $165.27 $482,454 - $621,911	-3,763 Reduced 13.64%	23,834 $3.16 Million
Q3 2022 Oct 20, 2022	BUY	$143.84 - $191.27 $200,512 - $266,630	1,394 Added 5.32%	27,597 $3.97 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $410,472 - $577,326	2,638 Added 11.19%	26,203 $4.33 Million
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $315,153 - $422,530	1,654 Added 7.55%	23,565 $5 Million
Q4 2021 Jan 28, 2022	BUY	$247.21 - $309.96 $48,700 - $61,062	197 Added 0.91%	21,911 $5.57 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $167,710 - $201,654	706 Added 3.36%	21,714 $5.89 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $163,168 - $190,851	775 Added 3.83%	21,008 $5.13 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $464,045 - $561,813	2,260 Added 12.57%	20,233 $4.29 Million
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $349,378 - $423,840	1,587 Added 9.69%	17,973 $4 Million
Q3 2020 Nov 04, 2020	SELL	$185.51 - $281.25 $122,436 - $185,625	-660 Reduced 3.87%	16,386 $4.12 Million
Q2 2020 Aug 05, 2020	BUY	$134.06 - $191.65 $133,791 - $191,266	998 Added 6.22%	17,046 $3.19 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $256,679 - $399,288	2,065 Added 14.77%	16,048 $2.31 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $365,788 - $423,998	2,570 Added 22.52%	13,983 $2.27 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $1.59 Million - $1.83 Million	11,413 New	11,413 $1.69 Million

Others Institutions Holding CRM

# of Institutions

3,355

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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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Marietta Wealth Management, LLC Salesforce, Inc. Transaction History