Mark Sheptoff Financial Planning, LLC Salesforce, Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $14,166 - $16,753	75 New	75 $15,000
Q1 2021 May 11, 2021	SELL	$205.33 - $248.59 $20,533 - $24,859	-100 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $22,015 - $26,707	100 New	100 $22,000
Q2 2020 Aug 10, 2020	SELL	$134.06 - $191.65 $9,652 - $13,798	-72 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$142.33 - $164.98 $24,765 - $28,706	-174 Reduced 70.73%	72 $12,000
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $10,059 - $11,517	72 Added 41.38%	246 $37,000
Q3 2017 Nov 09, 2017	BUY	$87.63 - $97.71 $15,247 - $17,001	174	174 $16,000

2,896

745M

16.1M

16M

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...

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