Mattern Wealth Management LLC Salesforce, Inc. Transaction History

Mattern Wealth Management LLC

  • $439 Million
  • Q2 2025

A detailed history of Mattern Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mattern Wealth Management LLC holds 1,325 shares of CRM stock, worth $318,477. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,325
Previous 1,635 18.96%
Holding current value
$318,477
Previous $438,000 17.58%
% of portfolio
0.08%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$236.26 - $291.15 $73,240 - $90,256
-310 Reduced 18.96%
1,325 $361,000
Q1 2025

Apr 23, 2025
BUY
$268.36 - $359.95 $5,635 - $7,558
21 Added 1.3%
1,635 $438,000
Q4 2024

Jan 22, 2025
BUY
$270.87 - $367.87 $46,047 - $62,537
170 Added 11.77%
1,614 $539,000
Q3 2024

Oct 21, 2024
SELL
$238.42 - $276.53 $23,365 - $27,099
-98 Reduced 6.36%
1,444 $395,000
Q2 2024

Jul 17, 2024
BUY
$218.01 - $304.74 $37,497 - $52,415
172 Added 12.55%
1,542 $396,000
Q4 2023

Feb 12, 2024
BUY
$196.25 - $267.25 $61,818 - $84,183
315 Added 29.86%
1,370 $360,000
Q3 2023

Nov 01, 2023
BUY
$202.49 - $234.37 $4,049 - $4,687
20 Added 1.93%
1,055 $213,000
Q2 2023

Jul 26, 2023
SELL
$188.89 - $223.38 $47,222 - $55,845
-250 Reduced 19.46%
1,035 $218,000
Q1 2023

May 05, 2023
BUY
$134.8 - $199.78 $173,218 - $256,717
1,285 New
1,285 $256,000
Q3 2022

Nov 01, 2022
BUY
$143.84 - $191.27 $1,438 - $1,912
10 Added 0.7%
1,434 $206,000
Q2 2022

Jul 25, 2022
SELL
$155.6 - $218.85 $46,680 - $65,655
-300 Reduced 17.4%
1,424 $235,000
Q1 2022

Apr 14, 2022
BUY
$190.54 - $255.46 $9,527 - $12,773
50 Added 2.99%
1,724 $366,000
Q4 2021

Jan 27, 2022
SELL
$247.21 - $309.96 $13,596 - $17,047
-55 Reduced 3.18%
1,674 $425,000
Q2 2021

Jul 27, 2021
SELL
$210.54 - $246.26 $4,421 - $5,171
-21 Reduced 1.2%
1,729 $412,000
Q1 2021

May 13, 2021
SELL
$205.33 - $248.59 $1,026 - $1,242
-5 Reduced 0.28%
1,750 $371,000
Q4 2020

Feb 12, 2021
BUY
$220.15 - $267.07 $1,100 - $1,335
5 Added 0.29%
1,755 $391,000
Q3 2020

Nov 12, 2020
BUY
$185.51 - $281.25 $927 - $1,406
5 Added 0.29%
1,750 $440,000
Q2 2020

Jul 29, 2020
BUY
$134.06 - $191.65 $16,757 - $23,956
125 Added 7.72%
1,745 $327,000
Q1 2020

May 13, 2020
BUY
$124.3 - $193.36 $24,860 - $38,672
200 Added 14.08%
1,620 $233,000
Q4 2019

Feb 12, 2020
BUY
$142.33 - $164.98 $202,108 - $234,271
1,420 New
1,420 $231,000

Others Institutions Holding CRM

# of Institutions
3,419
Shares Held
777M
Call Options Held
18.9M
Put Options Held
18.3M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $240B
  • 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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