A detailed history of Mattern Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mattern Wealth Management LLC holds 1,444 shares of CRM stock, worth $448,766. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,444
Previous 1,542 6.36%
Holding current value
$448,766
Previous $396,000 0.25%
% of portfolio
0.09%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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