A detailed history of Meridian Financial Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Meridian Financial Partners LLC holds 3,985 shares of CRM stock, worth $1.02 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
3,985
Previous 4,035 1.24%
Holding current value
$1.02 Million
Previous $1.11 Million 0.18%
% of portfolio
1.42%
Previous 1.14%

Shares

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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $256B
  • 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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