A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 300 shares of CRM stock, worth $102,954. This represents 0.04% of its overall portfolio holdings.

Number of Shares
300
Holding current value
$102,954
% of portfolio
0.04%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $71,526 - $82,958
300 New
300 $82,000
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

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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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