Mmbg Investment Advisors Co. Salesforce, Inc. Transaction History

Mmbg Investment Advisors Co.

$941 Million
Q4 2024

A detailed history of Mmbg Investment Advisors Co. transactions in Salesforce, Inc. stock. As of the latest transaction made, Mmbg Investment Advisors Co. holds 72,820 shares of CRM stock, worth $22.6 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

72,820

Previous 77,772 6.37%

Holding current value

$22.6 Million

Previous $21.3 Million 14.37%

% of portfolio

2.59%

Previous 2.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $1.34 Million - $1.82 Million	-4,952 Reduced 6.37%	72,820 $24.3 Million
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $373,842 - $433,599	1,568 Added 2.06%	77,772 $21.3 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $35,317 - $49,367	162 Added 0.21%	76,204 $19.6 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $124,806 - $157,489	-497 Reduced 0.65%	76,042 $22.9 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $1.31 Million - $1.78 Million	-6,650 Reduced 7.99%	76,539 $20.1 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $30,373 - $35,155	-150 Reduced 0.18%	83,189 $16.9 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $2.02 Million - $2.39 Million	-10,690 Reduced 11.37%	83,339 $17.6 Million
Q1 2023 May 11, 2023	SELL	$134.8 - $199.78 $427,990 - $634,301	-3,175 Reduced 3.27%	94,029 $18.8 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $32,308 - $41,648	-252 Reduced 0.26%	97,204 $12.9 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $384,052 - $510,690	2,670 Added 2.82%	97,456 $14 Million
Q2 2022 Aug 02, 2022	BUY	$155.6 - $218.85 $105,808 - $148,818	680 Added 0.72%	94,786 $15.6 Million
Q1 2022 Aug 02, 2022	BUY	$190.54 - $255.46 $17 Million - $22.8 Million	89,103 Added 1780.99%	94,106 $20 Million
Q1 2022 May 06, 2022	SELL	$190.54 - $255.46 $14.1 Million - $18.9 Million	-73,916 Reduced 93.66%	5,003 $599,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $19.5 Million - $24.5 Million	78,919 New	78,919 $20.1 Million

Others Institutions Holding CRM

# of Institutions

3,412

Shares Held

754M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $310B
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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Mmbg Investment Advisors Co. Salesforce, Inc. Transaction History