Mather Group, Llc. Salesforce, Inc. Transaction History

Mather Group, Llc.

$7.74 Billion
Q3 2024

A detailed history of Mather Group, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Mather Group, Llc. holds 3,069 shares of CRM stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,069

Previous 3,738 17.9%

Holding current value

$1.02 Million

Previous $961,000 12.59%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$238.42 - $276.53 $159,502 - $184,998	-669 Reduced 17.9%	3,069 $840,000
Q2 2024 Jul 08, 2024	BUY	$218.01 - $304.74 $426,863 - $596,680	1,958 Added 110.0%	3,738 $961,000
Q1 2024 Apr 08, 2024	SELL	$251.12 - $316.88 $5,524 - $6,971	-22 Reduced 1.22%	1,780 $536,000
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $8,831 - $12,026	-45 Reduced 2.44%	1,802 $474,000
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $128,783 - $149,059	636 Added 52.52%	1,847 $374,000
Q2 2023 Aug 08, 2023	SELL	$188.89 - $223.38 $43,255 - $51,154	-229 Reduced 15.9%	1,211 $255,000
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $194,112 - $287,683	1,440 New	1,440 $287,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $51,782 - $68,857	-360 Reduced 10.73%	2,995 $431,000
Q2 2022 Aug 16, 2022	SELL	$155.6 - $218.85 $225,308 - $316,894	-1,448 Reduced 30.15%	3,355 $554,000
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $344,115 - $461,360	1,806 Added 60.26%	4,803 $1.02 Million
Q4 2021 Feb 15, 2022	BUY	$247.21 - $309.96 $72,926 - $91,438	295 Added 10.92%	2,997 $762,000
Q3 2021 Nov 04, 2021	SELL	$237.55 - $285.63 $23,992 - $28,848	-101 Reduced 3.6%	2,702 $733,000
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $7,579 - $8,865	36 Added 1.3%	2,803 $685,000
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $180,485 - $218,510	879 Added 46.56%	2,767 $586,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $28,839 - $34,986	131 Added 7.46%	1,888 $420,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $3,339 - $5,062	18 Added 1.04%	1,757 $442,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $3,753 - $5,366	-28 Reduced 1.58%	1,739 $326,000
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $13,051 - $20,302	105 Added 6.32%	1,767 $254,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $236,552 - $274,196	1,662 New	1,662 $270,000

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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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