A detailed history of Meritage Portfolio Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Meritage Portfolio Management holds 21,047 shares of CRM stock, worth $6.78 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,047
Previous 21,345 1.4%
Holding current value
$6.78 Million
Previous $5.49 Million 4.97%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Nov 04, 2024

SELL
$238.42 - $276.53 $71,049 - $82,405
-298 Reduced 1.4%
21,047 $5.76 Million
Q2 2024

Aug 08, 2024

BUY
$218.01 - $304.74 $11,336 - $15,846
52 Added 0.24%
21,345 $5.49 Million
Q1 2024

Apr 29, 2024

SELL
$251.12 - $316.88 $345,038 - $435,393
-1,374 Reduced 6.06%
21,293 $6.41 Million
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $4.45 Million - $6.06 Million
22,667 New
22,667 $5.97 Million

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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