Merit Financial Group, LLC Salesforce, Inc. Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Merit Financial Group, LLC holds 25,546 shares of CRM stock, worth $6.78 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

25,546

Previous 19,581 30.46%

Holding current value

$6.78 Million

Previous $6.55 Million 4.72%

% of portfolio

0.11%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$268.36 - $359.95 $1.6 Million - $2.15 Million	5,965 Added 30.46%	25,546 $6.86 Million
Q4 2024 Jan 15, 2025	BUY	$270.87 - $367.87 $2.03 Million - $2.76 Million	7,499 Added 62.07%	19,581 $6.55 Million
Q3 2024 Oct 17, 2024	SELL	$238.42 - $276.53 $1.02 Million - $1.18 Million	-4,271 Reduced 26.12%	12,082 $3.31 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $115,981 - $162,121	532 Added 3.36%	16,353 $4.2 Million
Q1 2024 May 06, 2024	BUY	$251.12 - $316.88 $2.06 Million - $2.59 Million	8,187 Added 107.24%	15,821 $4.76 Million
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $1.46 Million - $1.99 Million	-7,443 Reduced 49.37%	7,634 $2.01 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $519,184 - $600,924	2,564 Added 20.49%	15,077 $3.06 Million
Q2 2023 Aug 01, 2023	BUY	$188.89 - $223.38 $363,802 - $430,229	1,926 Added 18.19%	12,513 $2.64 Million
Q1 2023 Apr 24, 2023	BUY	$134.8 - $199.78 $105,818 - $156,827	785 Added 8.01%	10,587 $2.12 Million
Q4 2022 Jan 13, 2023	BUY	$128.21 - $165.27 $53,591 - $69,082	418 Added 4.45%	9,802 $0
Q3 2022 Oct 31, 2022	SELL	$143.84 - $191.27 $357,873 - $475,879	-2,488 Reduced 20.96%	9,384 $1.35 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $1.11 Million - $1.57 Million	7,153 Added 151.58%	11,872 $1.96 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $128,042 - $171,669	672 Added 16.6%	4,719 $1 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $66,005 - $82,759	267 Added 7.06%	4,047 $1.03 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $12,827 - $15,424	54 Added 1.45%	3,780 $1.03 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $18,527 - $21,670	88 Added 2.42%	3,726 $910,000
Q1 2021 May 18, 2021	BUY	$205.33 - $248.59 $7,186 - $8,700	35 Added 0.97%	3,638 $771,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $610,475 - $740,585	2,773 Added 334.1%	3,603 $802,000
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $153,973 - $233,437	830 New	830 $209,000
Q3 2019 Nov 25, 2019	SELL	$139.72 - $159.97 $373,052 - $427,119	-2,670 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $6,819 - $7,800	47 Added 1.79%	2,670 $405,000
Q1 2019 May 16, 2019	BUY	$130.4 - $166.95 $32,208 - $41,236	247 Added 10.4%	2,623 $415,000
Q4 2018 Feb 15, 2019	SELL	$120.67 - $159.86 $6,154 - $8,152	-51 Reduced 2.1%	2,376 $325,000
Q3 2018 Oct 25, 2018	BUY	$137.15 - $160.43 $332,863 - $389,363	2,427 New	2,427 $385,000

Others Institutions Holding CRM

# of Institutions

3,353

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $265B
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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Merit Financial Group, LLC Salesforce, Inc. Transaction History