A detailed history of Meridian Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 792 shares of CRM stock, worth $272,788. This represents 0.03% of its overall portfolio holdings.

Number of Shares
792
Previous 830 4.58%
Holding current value
$272,788
Previous $213,000 1.41%
% of portfolio
0.03%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$238.42 - $276.53 $9,059 - $10,508
-38 Reduced 4.58%
792 $216,000
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $8,938 - $12,494
41 Added 5.2%
830 $213,000
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $6,780 - $8,555
27 Added 3.54%
789 $237,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $149,542 - $203,644
762 New
762 $200,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $91,931 - $110,538
387 New
387 $105,000
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $70,951 - $82,989
-337 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $4,722 - $5,717
-23 Reduced 6.39%
337 $71,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $22,455 - $27,241
102 Added 39.53%
360 $81,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $2,411 - $3,656
13 Added 5.31%
258 $65,000
Q2 2020

Aug 12, 2020

SELL
$134.06 - $191.65 $268 - $383
-2 Reduced 0.81%
245 $46,000
Q1 2020

May 15, 2020

BUY
$124.3 - $193.36 $30,702 - $47,759
247 New
247 $36,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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