Marks Group Wealth Management, Inc Salesforce, Inc. Transaction History

Marks Group Wealth Management, Inc

$911 Million
Q2 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 36,263 shares of CRM stock, worth $9.67 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

36,263

Previous 35,495 2.16%

Holding current value

$9.67 Million

Previous $10.7 Million 12.79%

% of portfolio

1.02%

Previous 1.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $167,431 - $234,040	768 Added 2.16%	36,263 $9.32 Million
Q1 2024 Apr 29, 2024	BUY	$251.12 - $316.88 $69,058 - $87,142	275 Added 0.78%	35,495 $10.7 Million
Q4 2023 Feb 01, 2024	BUY	$196.25 - $267.25 $50,436 - $68,683	257 Added 0.74%	35,220 $9.27 Million
Q3 2023 Oct 30, 2023	SELL	$202.49 - $234.37 $79,983 - $92,576	-395 Reduced 1.12%	34,963 $7.09 Million
Q2 2023 Jul 19, 2023	SELL	$188.89 - $223.38 $48,355 - $57,185	-256 Reduced 0.72%	35,358 $7.47 Million
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $1.09 Million - $1.61 Million	8,056 Added 29.23%	35,614 $7.11 Million
Q4 2022 Feb 06, 2023	BUY	$128.21 - $165.27 $135,646 - $174,855	1,058 Added 3.99%	27,558 $3.65 Million
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $94,790 - $126,046	659 Added 2.55%	26,500 $3.81 Million
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $287,082 - $403,778	1,845 Added 7.69%	25,841 $4.27 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $536,941 - $719,886	2,818 Added 13.31%	23,996 $5.1 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $85,287 - $106,936	345 Added 1.66%	21,178 $4.12 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $66,989 - $80,547	282 Added 1.37%	20,833 $5.66 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $105,059 - $122,883	499 Added 2.49%	20,551 $5.02 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $247,217 - $299,302	1,204 Added 6.39%	20,052 $4.26 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $171,717 - $208,314	780 Added 4.32%	18,848 $4.19 Million
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $125,961 - $190,968	679 Added 3.9%	18,068 $4.54 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $1.08 Million - $1.54 Million	8,046 Added 86.12%	17,389 $3.25 Million
Q1 2020 Apr 23, 2020	BUY	$124.3 - $193.36 $49,098 - $76,377	395 Added 4.41%	9,343 $1.34 Million
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $1.27 Million - $1.48 Million	8,948 New	8,948 $1.46 Million

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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Marks Group Wealth Management, Inc Salesforce, Inc. Transaction History