A detailed history of Meridian Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 22,879 shares of CRM stock, worth $7.37 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
22,879
Holding current value
$7.37 Million
% of portfolio
0.72%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$218.01 - $304.74 $4.99 Million - $6.97 Million
22,879 New
22,879 $5.88 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $258,265 - $351,701
1,316 Added 6.26%
22,352 $5.88 Million
Q3 2023

Oct 17, 2023

BUY
$202.49 - $234.37 $106,914 - $123,747
528 Added 2.57%
21,036 $4.27 Million
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $301,279 - $356,291
-1,595 Reduced 7.22%
20,508 $4.33 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $276,744 - $410,148
2,053 Added 10.24%
22,103 $4.42 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $553,610 - $713,635
-4,318 Reduced 17.72%
20,050 $2.66 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $1.15 Million - $1.53 Million
8,013 Added 48.99%
24,368 $3.51 Million
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $503,832 - $708,636
3,238 Added 24.69%
16,355 $2.7 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $228,457 - $306,296
-1,199 Reduced 8.38%
13,117 $2.79 Million
Q4 2021

Jan 27, 2022

BUY
$247.21 - $309.96 $593,551 - $744,213
2,401 Added 20.15%
14,316 $3.64 Million
Q3 2021

Oct 15, 2021

BUY
$237.55 - $285.63 $886,061 - $1.07 Million
3,730 Added 45.57%
11,915 $3.23 Million
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $529,929 - $619,836
2,517 Added 44.41%
8,185 $2 Million
Q1 2021

May 07, 2021

SELL
$205.33 - $248.59 $381,708 - $462,128
-1,859 Reduced 24.7%
5,668 $1.2 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $118,220 - $143,416
537 Added 7.68%
7,527 $1.67 Million
Q3 2020

Oct 09, 2020

BUY
$185.51 - $281.25 $523,880 - $794,250
2,824 Added 67.79%
6,990 $1.76 Million
Q2 2020

Jul 15, 2020

SELL
$134.06 - $191.65 $888,013 - $1.27 Million
-6,624 Reduced 61.39%
4,166 $780,000
Q1 2020

Apr 16, 2020

BUY
$124.3 - $193.36 $698,938 - $1.09 Million
5,623 Added 108.83%
10,790 $1.55 Million
Q4 2019

Jan 09, 2020

SELL
$142.33 - $164.98 $12,525 - $14,518
-88 Reduced 1.67%
5,167 $840,000
Q3 2019

Nov 08, 2019

SELL
$139.72 - $159.97 $2.58 Million - $2.96 Million
-18,489 Reduced 77.87%
5,255 $780,000
Q2 2019

Jul 19, 2019

BUY
$145.1 - $165.96 $2.63 Million - $3.01 Million
18,133 Added 323.17%
23,744 $36 Million
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $177,735 - $227,552
1,363 Added 32.09%
5,611 $8.89 Million
Q4 2018

Feb 05, 2019

BUY
$120.67 - $159.86 $74,815 - $99,113
620 Added 17.09%
4,248 $582,000
Q3 2018

Oct 19, 2018

BUY
$137.15 - $160.43 $13,715 - $16,043
100 Added 2.83%
3,628 $577,000
Q2 2018

Aug 06, 2018

BUY
$115.3 - $139.8 $153,925 - $186,633
1,335 Added 60.88%
3,528 $481,000
Q1 2018

May 08, 2018

BUY
$104.03 - $127.99 $228,137 - $280,682
2,193 New
2,193 $255,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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