Meridian Financial Partners LLC Salesforce, Inc. Transaction History

Meridian Financial Partners LLC

$198 Million
Q3 2024

A detailed history of Meridian Financial Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Meridian Financial Partners LLC holds 4,395 shares of CRM stock, worth $1.49 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

4,395

Previous 4,331 1.48%

Holding current value

$1.49 Million

Previous $1.07 Million 12.32%

% of portfolio

0.61%

Previous 0.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$238.42 - $276.53 $15,258 - $17,697	64 Added 1.48%	4,395 $1.2 Million
Q2 2024 Jul 19, 2024	BUY	$218.01 - $304.74 $75,431 - $105,440	346 Added 8.68%	4,331 $1.07 Million
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $12,556 - $15,844	-50 Reduced 1.24%	3,985 $1.11 Million
Q4 2023 Jan 19, 2024	BUY	$196.25 - $267.25 $16,092 - $21,914	82 Added 2.07%	4,035 $1.11 Million
Q3 2023 Oct 20, 2023	SELL	$202.49 - $234.37 $9,112 - $10,546	-45 Reduced 1.13%	3,953 $823,000
Q2 2023 Jul 24, 2023	BUY	$188.89 - $223.38 $17,000 - $20,104	90 Added 2.3%	3,998 $912,000
Q1 2023 Apr 19, 2023	BUY	$134.8 - $199.78 $11,053 - $16,381	82 Added 2.14%	3,908 $776,000
Q4 2022 Jan 20, 2023	SELL	$128.21 - $165.27 $5,128 - $6,610	-40 Reduced 1.03%	3,826 $560,000
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $74,221 - $98,695	516 Added 15.4%	3,866 $550,000
Q2 2022 Jul 29, 2022	BUY	$155.6 - $218.85 $55,238 - $77,691	355 Added 11.85%	3,350 $604,000
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $121,373 - $162,728	637 Added 27.01%	2,995 $636,000
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $109,266 - $137,002	442 Added 23.07%	2,358 $534,000
Q3 2021 Oct 25, 2021	BUY	$237.55 - $285.63 $78,866 - $94,829	332 Added 20.96%	1,916 $545,000
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $67,372 - $78,803	320 Added 25.32%	1,584 $380,000
Q1 2021 Apr 21, 2021	BUY	$205.33 - $248.59 $52,769 - $63,887	257 Added 25.52%	1,264 $288,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $221,691 - $268,939	1,007 New	1,007 $225,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $338B
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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Meridian Financial Partners LLC Salesforce, Inc. Transaction History