A detailed history of Pensionmark Financial Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,122 shares of CRM stock, worth $2.78 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,122
Holding current value
$2.78 Million
% of portfolio
0.14%

Shares

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

Aug 14, 2024

BUY
$218.01 - $304.74 $1.77 Million - $2.48 Million
8,122 New
8,122 $2.09 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $159,943 - $217,808
815 New
815 $214,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $11,938 - $15,875
83 Added 5.96%
1,475 $212,000
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $11,203 - $15,757
-72 Reduced 4.92%
1,392 $264,000
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $2,667 - $3,576
14 Added 0.97%
1,464 $311,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $144,370 - $181,016
584 Added 67.44%
1,450 $316,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $3,563 - $4,284
15 Added 1.76%
866 $235,000
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $179,169 - $209,567
851 New
851 $208,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $256,662 - $310,737
-1,250 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$220.15 - $267.07 $22,235 - $26,974
-101 Reduced 7.48%
1,250 $300,000
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $39,513 - $59,906
-213 Reduced 13.62%
1,351 $340,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $5,630 - $8,049
-42 Reduced 2.62%
1,564 $301,000
Q1 2020

Apr 23, 2020

BUY
$124.3 - $193.36 $199,625 - $310,536
1,606 New
1,606 $231,000
Q1 2019

May 14, 2019

SELL
$130.4 - $166.95 $306,309 - $392,165
-2,349 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $283,453 - $375,511
2,349 New
2,349 $382,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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